Western Reserve Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$2,500⁠-⁠$4,000

“Fixed fee rates range between $2,500 - $4,000.”

Annual fee

$5,000/yr

“These fees are negotiable. 8 Ongoing Financial Planning We charge a $5,000 annual fee for Ongoing Financial Planning.”

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

How Western Reserve Capital Management, LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance and may be negotiable.”

How Western Reserve Capital Management, LLC’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Hudson that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$4,000 spans the Ohio median of $3,250. 50% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Hudson that publish a flat or project fee charge less.
• Its annual fee of $5,000 matches the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.
• 1 of the 2 other planners in Hudson that publish an annual fee charge less.

About Western Reserve Capital Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

1.5% a year

Clients

101

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$120,226,420

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329811

Website

wrcmfp.com (opens in new tab)

Phone

(330) 655-1543

Other planners in Hudson that publish fees

• Ellsworth Advisors, LLCHudson$2,500⁠-⁠$150,000/yr
• Epic Financial, LLCHudson$250/hr, $1,000
• Mev Value LLCHudson$200⁠-⁠$500/hr
• Nye Wealth Management LLCHudson$75⁠-⁠$250/hr, $2,500⁠-⁠$10,000

Compare all 5 planners in Hudson