Dayton Financial Advisors Costs & Prices
Dayton, Ohio. The Dayton Financial Advisors Cost Report is a concise report on everything you need to know about the cost of financial advisors in the Dayton area.
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Average Financial Advisors Cost in Dayton
We have done a little research to find the average cost of financial advisors in Dayton. Here are the average costs and prices reported back to us:
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Dayton Financial Advisors Cost Data
Professionals in the Dayton area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
45419, Dayton, Ohio - January 11, 2022
Retirement Planning & IRAs0.40 to 1.25 percent of assets under management Retirement planning is a core offering at Artifex Financial Group, and many of our clients are within 5-10 years of retirement. This has always been a specialty of ours.
Many of our clients work with us on a flat retainer fee basis, which includes all of our services, including investment management, tax, estate planning, financial planning, and risk management.
Reported by: Doug Kinsey, CFP®, CIMA®, Artifex Financial Group |
45419, Dayton, Ohio - January 11, 2022
Financial Planning0.40 to 1.25 percent of assets under management Our primary service offering is based on comprehensive financial planning services, which are provided on a flat-fee basis. We do not provide an hourly rate service.
Reported by: Doug Kinsey, CFP®, CIMA®, Artifex Financial Group |
45419, Dayton, Ohio - January 11, 2022
Financial Advisors - Asset Management0.40 to 1.25 percent of assets under management Many of our clients work with us on a flat retainer fee basis, which includes all of our services, including investment management, tax, estate planning, financial planning, and risk management.
Reported by: Doug Kinsey, CFP®, CIMA®, Artifex Financial Group |
45419, Dayton, Ohio - January 11, 2022
401k Plans0.75 to 1.25 percent of investments purchased 0.50 to 1.25 percent of assets under management We also offer a flat fee alternative for 401k plans.
Reported by: Doug Kinsey, CFP®, CIMA®, Artifex Financial Group |
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Dayton Financial Advisors
Artifex Financial Group2305 Far Hills Aveneue, Suite 206, Dayton, OH 855-752-6644
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The Bayer Financial Group, LLC1948 East Whipp Road Suite D, Dayton, OH 513-432-6585
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Westpoint Financial 6067 Rudy road, Tipp City, OH 937-902-5629
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