Accountable Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
60
50% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$0
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
Financial planning
Portfolio management
Income tax planning & preparation
Expertise
General retirement planning
Income planning
General tax planning
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 location
Accountable Financial Planning LLC
Westerville OH, United States
Number of offices
2
Most active in
Accountable Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")