Chapters to Wealth is a registered investment advisor founded in January 2026 and based in Lewis Center, Ohio. The firm is led by principal owner and Chief Compliance Officer Brian Becker, who is a Certified Financial Planner. Chapters to Wealth specializes in providing personalized financial planning services, including ongoing planning, hourly consulting, and project-based engagements. The firm covers a wide range of financial topics, such as retirement planning, cash flow and debt management, tax planning strategies, estate planning, employee benefits optimization, college savings, business planning, and risk management. Chapters to Wealth does not manage client investment portfolios or maintain custody of client funds. Instead, the firm operates on a fee-only basis, meaning they are compensated solely by their clients through flat fees, monthly retainers, or hourly rates, and they do not accept commissions or third-party compensation.
Fee Structure
Chapters to Wealth charges a recurring fixed fee for ongoing financial planning, ranging from $150 to $833.33 per month or $450 to $2,500 per quarter. The exact fee depends on your specific needs, the complexity of your situation, the estimated time required, and necessary research. This service involves working one-on-one with a financial planner over an extended period to develop, implement, and continuously monitor your financial plan.
- Hourly financial planning — $325 per hour for as-needed, pay-as-you-go advice on specific financial topics
- Project-based financial planning — $650 to $10,000 as a one-time fixed fee depending on the estimated hours (ranging from 2 to 16 hours at an hourly rate of $325), designed to address specific financial questions or issues