What About Us Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“The fixed fee is based on an hourly rate of $450 and can range between $450 and $10,000.”

Flat or project fee

Up to $2,500

“The Planner Service (Ongoing Financial Planning) Fees for Ongoing Financial Planning consist of an upfront charge of $0 to $2,500, based on client complexity, and an ongoing fee that is paid monthly, in arrears, at the rate of $150 per month.”

Monthly fee

$150/mo

From the same sentence as above.

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

How What About Us Financial bills

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

• “The annual fees are negotiable, pro-rated and paid in arrears on a quarterly basis.”
• “Our billing invoice will indicate the total account value used to calculate the advisory fee. 7 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How What About Us Financial’s fees compare

• Its hourly rate of $450 is above the Ohio median of $250. 90% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of up to $2,500 is below the Ohio median of $3,250. 18% of the 199 other Ohio planners that publish a flat or project fee charge less.

About What About Us Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2019 (7 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

1.2% a year

Clients

98

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

$28,656,084

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306116

Website

whataboutusfinancial.com (opens in new tab)

Phone

(937) 620-1167

Can advise clients in 2 states: 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