Wealthought LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“The hourly fee for these services is between $100 and $500.”

Flat or project fee

$100⁠-⁠$25,000

“Thereafter, clients may terminate the Financial Planning Agreement with upon written notice. 7 Fixed Fees The rate for creating client financial plans is between $100 and $25,000.”

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

How Wealthought LLC bills

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

• “Clients may terminate the agreement without penalty, for full refund of WTLLC’s fees, within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of WTLLC’s fees, within five business days of signing the Financial Planning Agreement.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Wealthought LLC’s fees compare

• Its hourly rate of $100-$500 spans the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Upper Arlington that publish an hourly rate charge less.
• Its flat or project fee of $100-$25,000 spans the Ohio median of $3,250. 93% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Upper Arlington that publish a flat or project fee charge less.

About Wealthought LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2013 (13 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

1% a year

Clients

29

Employees

1

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$25,199,667

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169872

Phone

(574) 850-5894

Can advise clients in 3 states: Maryland, Ohio, Pennsylvania

Other planners in Upper Arlington that publish fees

• Blue AdvisorsUpper Arlington$200/hr, $1,500⁠-⁠$5,000
• Kovalcik & Geraghty Wealth Partners LLPUpper Arlington$425/hr, $2,500⁠-⁠$10,000
• TCP Asset Management, LLCUpper ArlingtonUp to $500/hr, Up to $15,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 5 planners in Upper Arlington