Bigby Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,778,935
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
41
29% 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
41
HighAverage account size
$458,023
About
Bigby Financial Planning, LLC is a fee-only financial planning and investment management firm that advises individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, with work focused on individual and high‑net‑worth clients. Services include comprehensive financial planning—cash flow, tax and estate planning, education and retirement planning—alongside ongoing portfolio management and implementation support.
The firm operates non‑discretionarily, consulting with clients and obtaining approval prior to each trade and executing approved transactions under a limited power of attorney, with investment policy statements documenting objectives. Portfolios are typically constructed using no‑load or low‑load mutual funds and exchange‑traded funds (and occasionally individual stocks and bonds), and accounts receive quarterly reviews, performance reporting, and periodic net worth statements.
What is distinctive relative to many supported peers is the near‑exclusive use of non‑discretionary management, making client consent part of the trading process rather than delegated authority. The adviser also operates as an independent, fee‑only firm that does not accept commissions or referral fees, does not vote client proxies, and manages approximately $22.9 million across about 45 client relationships, indicating a small, consultative practice model.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
General estate planning guidance
Income planning
Fee options
Financial planning and retainer agreements range from $1,000 to $5,000, negotiable
$0 - $1,000,000: 1.15% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
$200 per hour for limited scope engagements
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee, negotiable Fee-only: Fee-only; no commissions accepted
Main office location
Bigby Financial Planning, LLC
Lewis Center OH, United States
Number of offices
1
Most active in
Bigby Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
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.
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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
Quick links
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