Hyland Financial Planning - Certified Financial Planner in Green, OH
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Our Prices

Hyland Financial Planning provides fee-only financial planning and investment management. Our advisory fee is calculated based on a percentage of assets we manage on your behalf. As you do better and your account grows, we do better too. And as your account grows over certain thresholds, the percentage you pay decreases.
Assets Under Management
Annual Fee
Under $360,000
Flat $3,600
$360,001 to $1,000,000
1.0%
​$1,000,001 to $2,000,000
0.8%
​$2,000,001 to $3,000,000
0.6%
​$3,000,001 and over
0.4%
Fees are paid in arrears at the end of each quarter and are assessed based on the account asset value(s) on the last business day of the previous quarter. When an account is established, the management fee is prorated for the current quarter. Minimum fee is reduced to $1,200 per year for medical residents and fellows.
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Financial Advisor in Green, Ohio
Financial Planner in Green, Ohio
Investment Advisor in Green, Ohio
  • About
    • Our Firm
    • Our Team
    • Our Prices
  • Our Difference
    • How We Help
    • Fiduciary Pledge
    • Client Reviews
    • In The Media
  • Who We Help
    • Working Professionals
    • Transitioning To Retirement
    • Current Retirees
  • Newsletter
  • Client Center
  • Contact