Flegal Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,324,698
Clients
16
50% high-net worth
Advisors
1
of 1 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
16
LowAverage account size
$895,294
About
Flegal Financial Planning is an independent, fee‑only advisory firm that serves individual and high‑net‑worth clients with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm offers ongoing comprehensive engagements as well as project‑based planning and business‑planning consultations.
The firm constructs personalized investment plans that draw on modern portfolio theory alongside fundamental and technical analysis, combining passive and active strategies and typically holding positions for a year or longer under discretionary management. Client work emphasizes collaboration, periodic monitoring and rebalancing, and integration of tax considerations into investment and financial‑planning recommendations.
What distinguishes the firm from many solo independents is its small client roster relative to assets under management—approximately $14.3 million across roughly 16 clients—and the maintenance of multiple offices despite a single‑advisor structure. The principal holds both CFP and CPA credentials, provides in‑house tax return preparation, and continues part‑time work at a local CPA practice during tax season, concentrating tax and planning capabilities within the firm while creating predictable seasonal demands on advisor time.
Client services
Financial planning
Portfolio management
Tax preparation services
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $15,000; Annual fixed fees for Comprehensive Wealth Management range from $1,000 to $30,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001+: 0.60%
$250 per hour for Project-Based Financial Planning
Fee-only: Comprehensive Wealth Management services, Financial Planning, and Tax Preparation services; fees are negotiable and based on asset tiers, fixed fees, or hourly rates.
Main office location
Flegal Financial Planning
Berea OH, United States
Number of offices
4
Most active in
Flegal Financial Planning 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:
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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
Quick links
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