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.

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 & IRAs

0.40 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 Planning

0.40 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 Management

0.40 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 Plans

0.75 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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