PlannerFees

Wealth Accel fees and pricing

Financial planner in Centerville, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Wealth Accel charges $400 an hour, a monthly fee of $1,375, and an annual fee of $16,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Our hourly rate is $400 per hour, billed in increments of one-quarter hour (15 minutes) for time spent directly working on a client’s behalf.”
Monthly fee
$1,375/mo
“The total annual fee would be $16,500 ($1,375/Month).”
Annual fee
$16,500/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealth Accel bills

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

  • “We assess our advisory fee every month, in arrears, per the following fee schedule.”
  • “Our valuation assessment will remain the same as described above, and the client’s direct payment must be received by our firm within 10 days of our invoice.”
  • “Direct payment may be made by check or draft from US- based financial institutions; we discourage credit or debit card payments for portfolio management fees.”

How Wealth Accel’s fees compare

  • Its hourly rate of $400 is above the Ohio median of $250. 84% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 3 of the 4 other planners in Centerville that publish an hourly rate charge less.
  • Its annual fee of $16,500 is above the Ohio median of $5,000. 80% of the 79 other Ohio planners that publish an annual fee charge less.

About Wealth Accel

“We provide comprehensive wealth management services through two core offerings: personalized financial planning and investment management. Investment Management Within our wealth management framework, Wealth Accel offers continuous portfolio management customized to your unique financial goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
70
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$74,754,313
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
330912
Website
wealthaccel.com (opens in new tab)
Phone
(937) 949-5254

Other planners in Centerville that publish fees

Compare all 6 planners in Centerville

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.