Wealth Transitions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $750 and $10,000.”

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

How Wealth Transitions, LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients can terminate the agreement without penalty for a full refund of WTL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients can terminate the agreement without penalty for a full refund of WTL's fees within five business days of signing the Financial Planning Agreement.”

How Wealth Transitions, LLC’s fees compare

• Its flat or project fee of $750-$10,000 spans the Ohio median of $3,250. 69% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 20 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Wealth Transitions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2015 (11 years).

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

0.9% a year

Clients

51

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$45,717,672

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281677

Website

wealthtransitions.net (opens in new tab)

Phone

(513) 604-7688

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

Compare all 76 planners in Cincinnati