Accountable Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Accountable Financial Planning LLC serves individuals, families, trusts and small-business owners with coordinated financial planning and non‑discretionary investment management. The firm offers a broad set of services beyond portfolio advice — including cash‑flow and retirement planning, insurance analysis, employer benefits reviews, small‑business bookkeeping and income tax preparation.
The firm tailors recommendations to each client’s goals and typically implements globally diversified allocations using low‑cost mutual funds and exchange traded funds, emphasizing rebalancing and a long‑term orientation rather than market timing. Accountable Financial Planning delivers services on a fee‑for‑service basis (annual retainers or hourly engagements) and generally requires client approval before executing trades.
Compared with many peers, the firm does not rely on percentage‑of‑assets fees or receive commissions or performance‑based compensation, instead using negotiated retainer or hourly arrangements — a payment structure that is relatively uncommon among supported firms. The firm is a small, independent practice that also spends a material portion of its time providing tax preparation and bookkeeping alongside financial planning, and it maintains custodial relationships with third‑party broker‑dealers rather than acting as a product provider.
Client services
Expertise
Fee options
Retainer fee is a flat fee paid semi-annually in advance for ongoing services, typically one year
Hourly rates range from $200 to $400 per hour; minimum 5 hours typically required for initial engagement
Minimum fee: Minimum first year retainer fee is $2,500 (subject to exceptions) Fee-only: Retainer fees subjectively computed based on client’s income, assets, and net worth; no commissions; hourly fees $200–$400 per hour
Main office
Westerville OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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