Wealth Management Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly charge is a maximum of $400 per hour and the flat rate fee ranges from $250 to $15,000.”

Flat or project fee

$250⁠-⁠$15,000

From the same sentence as above.

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

How Wealth Management Group bills

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

• “Hourly fees are paid as services are rendered and are billed in accordance with the client agreement, one-time or periodically.”
• “After the five-day period, the client may terminate the client agreement at any time, and may request a refund of unearned fees, if any, based on the time and effort completed prior to termination of the agreement.”
• “The client agreement terminates upon delivery of the plan, or up to three years after execution of the client agreement for the multi-year program, for financial planning, and upon final consultation with the client for hourly consulting.”

How Wealth Management Group’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.
• Its flat or project fee of $250-$15,000 spans the Ohio median of $3,250. 82% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Wealth Management Group

• Principal: Michael G. Griesmeyer
• Firm size: 7 employees.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

2.5% a year

Clients

170

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$31,692,909

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

108749

Website

twitter.com/WMG_INC (opens in new tab)

Phone

(937) 877-1280

Can advise clients in 3 states: Nevada, Ohio, Texas

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio