Price Planning, LLC
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About
Price Planning provides fee-only financial planning and investment advisory services to individuals and families through hourly and fixed-fee (retainer) engagements, and the firm does not accept commissions or take custody of client funds. Services span cash flow and debt management, insurance needs, college and retirement planning, estate and tax planning, asset allocation, and specific investment selection.
The firm emphasizes fundamental, long-term, buy-and-hold investment strategies with asset allocation as a primary determinant of portfolio returns and generally recommends no-load mutual funds and ETFs; analyses use publicly available research and computerized allocation models. Client work is engagement-based with a complimentary introductory meeting, and Price Planning executes investment actions only on a non-discretionary basis (using a Vanguard limited power of attorney or an institutional relationship with Fidelity) and does not provide ongoing supervisory reviews unless re-engaged by the client.
Noteworthy aspects include an affiliated legal entity (Price Legal Services, LLC) through which clients may separately obtain basic estate documents, and leadership that combines legal, accounting and CFP credentials, with tax preparation and planning accounting for a substantial portion of the practice. The firm also does not charge percentage-of-assets-under-management fees and relies on custodial relationships and limited trading authority for execution rather than custody or discretionary asset management.
Client services
Expertise
Fee options
Fixed fees (retainers) from $2,000 to $15,000 depending on scope of engagement and client's financial life cycle stage; initial fixed fees invoiced quarterly after a 1/4 deposit.
$360 per hour
Fee-only: Hourly charges of $360 per hour; fixed fees (retainers) range from $2,000 to $15,000 depending on scope of engagement and client's financial life cycle stage.
Main office
Columbus 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
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