Warther Private Wealth fees and pricing
Financial planner in Akron, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2025, Warther Private Wealth charges $175 an hour and a flat or project fee of $8,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“We charge an hourly fee of $175 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $8,000-$50,000
“We charge a fixed fee for financial planning services, which generally ranges between $8,000 -$50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Warther Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual portfolio management fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “If you have pre-paid fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
How Warther Private Wealth’s fees compare
- Its hourly rate of $175 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.
- 2 of the 6 other planners in Akron that publish an hourly rate charge less.
- Its flat or project fee of $8,000-$50,000 is above the Ohio median of $3,250. 98% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 6 of the 6 other planners in Akron that publish a flat or project fee charge less.
About Warther Private Wealth
“Warther Private Wealth offers a wide range of services, access to global investment opportunities and multi-generational estate and financial planning strategies.”
- Firm size: 9 employees.
- Founded: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.25% a year
- Clients
- 237
- Employees
- 9
- Works with
- Individuals, high net worth individuals, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $371,319,984
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125145
- Phone
- (330) 867-6999
Can advise clients in 5 states: Florida, Louisiana, New Hampshire, Ohio, Texas
Other planners in Akron that publish fees
- Fortifi Capital, LLCAkron$60/hr
- Kohmann Bosshard Financial Services, LLC.Akron$500
- Lyon Capital StrategiesAkron$150/hr
- Paradigm Investment Advisory LLCAkron$1,000-$5,000
- Presper Financial Architects, LLCAkron$150-$350/hr, $1,000-$2,500
- Sand Run Wealth ManagementAkron$250/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.