Wayne Financial LLC fees and pricing

Financial planner in North Bend, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 19, 2026, Wayne Financial LLC charges up to $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: Up to $500/hr; “The negotiated hourly fee for these services is between $0 and $500.”

Payment and refund terms, quoted from the fee section of the brochure.

“For proration purposes, external transfers from a third party into a managed account are prorated for the portion of the billing period during which the assets were under management.”
“However, internal transfers between managed accounts, whether between accounts that are billed or not billed, are not separately prorated.”
“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

Its hourly rate of up to $500 spans the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 15
Employees: 2
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $15,964,128
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 335480
Website: waynefinancial.com (opens in new tab)
Phone: (513) 512-4719

Is something on this page wrong or out of date?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.