Wrought Iron Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“In certain circumstances, where the scope of services is limited or not well suited to a fixed fee arrangement, WI may charge an hourly fee of $200 per hour for financial planning services.”

Flat or project fee

$500⁠-⁠$4,000

“Fixed fees generally range from $500 to $4,000 depending on factors such as the Client’s specific needs, the complexity of the engagement, estimated time required, research involved, and other relevant factors associated with the scope of services.”

Monthly fee

$100⁠-⁠$500/mo

“Fees are paid monthly in arrears and generally range from $300 to $500 per month for standalone financial planning services, and from $100 to $200 per month when financial planning services are provided in conjunction with Investment Management Services.”

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

How Wrought Iron Financial LLC bills

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

• “The applicable fee structure will be agreed upon in advance and outlined in the Client’s Advisory Contract.”
• “We will not bill an amount greater than $500 more than six months in advance of rendering the services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Wrought Iron Financial LLC’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,000 spans the Ohio median of $3,250. 32% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Wrought Iron Financial LLC

• Principal: Daniel Amiot
• 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: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

0.8% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$1,028,726

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331090

Website

wroughtironfinancial.com (opens in new tab)

Phone

(330) 258-2548

Other planners in Canal Fulton that publish fees

• Mundell Asset Management LLCCanal Fulton$200/hr, $2,500
• 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

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