Deborah Price is a CFP-designated registered investment advisor at Price Planning, LLC, based in Columbus, OH, with 23 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 83 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Price Planning offers ongoing financial planning and investment advisory services through fixed annual retainers ranging from $2,000 to $15,000, depending on the scope of the engagement and the client's stage in life. Retainer fees are billed with an initial deposit of one-quarter of the total fee upon signing the service agreement, with the remaining balance invoiced over the subsequent three quarters.
- Hourly consulting — $360 per hour, typically quoted as a fee range (for example, between $720 and $1,440)
- Project-based planning and initial retainers — $2,000 to $15,000 depending on the scope of work and your life stage
Contact
Deborah Price
Location
Columbus, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Deborah is a managing member of Price Legal Services, LLC since 2002, which prepares basic legal documents for clients. Clients of Price Planning, LLC may choose to engage Price Legal Services, LLC separately, but are under no obligation to do so.
Employment History
Current Registrations
Price Planning, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
www.priceplanning.com
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