Chrys Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chrys Financial Planning, LLC provides wealth management and project-based financial planning to individual and high‑net‑worth clients, delivering investment management alongside written plans that cover retirement, tax and estate planning, employee benefits optimization, education funding, insurance review, and cash‑flow and debt management. The firm reports approximately $14.7 million in discretionary assets under management across roughly 14 client relationships.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive vehicles such as index mutual funds and ETFs for core allocations, with periodic rebalancing and quarterly account reviews; it also applies fundamental analysis and may include individual stocks, bonds, and limited option strategies as appropriate. Accounts are generally managed on a discretionary basis following an initial fact‑finding process, and the advisor coordinates with clients’ attorneys and tax professionals when implementing planning recommendations.
Noteworthy features include a relatively small client roster with comparatively high assets per client, a fee‑only model that excludes commissions, and the routine offering of standalone, project‑based financial planning in addition to ongoing wealth management. The brochure also discloses the firm’s use of an institutional custodian platform that provides technology and back‑office services which support both client reporting and the firm’s operational needs.
Client services
Expertise
Fee options
One-time financial planning fee of $2,500 for clients with ongoing wealth management
$0 - $1,500,000: 0.75% $1,500,001+: 0.50%
$150 per hour for financial planning services without ongoing asset management
Account minimum: $250,000 Minimum fee: Flat annual fees ranging from $1,000 to $35,000+, based on account size tiers Fee-only: Advisor is fee-only, compensated solely by client, no commissions or outside compensation
Main office
Wyoming 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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