Susan Pack is a CFP, PFS-designated registered investment advisor at Pomeroy Financial Planning, LLC., based in Cincinnati, OH, with 26 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Existing clients with ongoing or recurring needs may work with Pomeroy Financial Planning through an annual fixed fee arrangement. This service is customized based on the complexity of your situation and the time required, and fees are billed periodically, such as quarterly.
- Hourly financial planning and investment consulting — Up to $350 per hour, depending on the scope and complexity of your engagement
- Fixed-fee financial planning — Customized flat fees for comprehensive or segmented financial planning projects, based on your specific needs and situation
Contact
Susan Pack
Location
7850 5 Mile Rd, Cincinnati, OH, 45230
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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.
Learn about disclosures →Employment History
Current Registrations
Pomeroy Financial Planning, LLC.
State Registrations2 states
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
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