Weiser Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Single Engagement (Hourly Fee) Financial Planning services may be provided on an hourly basis for specific financial planning projects at the rate of $350 per hour.”

Flat or project fee

$750⁠-⁠$5,000

“Comprehensive Financial Planning (Ongoing) Comprehensive Financial Planning consists of an upfront charge of $750 - $5,000, and an ongoing monthly fee that is paid in arrears at the rate of $500 - $2,500 based on the complexity and needs of the client.”

Monthly fee

$500⁠-⁠$2,500/mo

From the same sentence as above.

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

How Weiser Financial Planning LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by electronic funds transfer or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice of at least 30 calendar days in advance.”

How Weiser Financial Planning LLC’s fees compare

• Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Lewis Center that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 spans the Ohio median of $3,250. 42% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Lewis Center that publish a flat or project fee charge less.

About Weiser Financial Planning LLC

• Principal: Ryan J. Weiser
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

0.95% a year

Clients

114

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$51,501,650

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289400

Website

weiseradvisor.com (opens in new tab)

Phone

(614) 450-2929

Other planners in Lewis Center that publish fees

• Bigby Financial Planning, LLCLewis Center$200/hr, $1,000⁠-⁠$5,000
• Chapters To WealthLewis Center$325/hr, $650
• 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

Compare all 3 planners in Lewis Center