Allied Planning Partners, LLC is an Ohio-based registered investment advisor founded in 2026. The firm specializes in providing personalized financial planning services, including ongoing financial planning and project-based engagements. Allied Planning Partners does not manage investment portfolios directly, nor does it select or recommend specific custodians or broker-dealers for clients. Instead, the firm focuses on comprehensive planning areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, insurance review, charitable giving, and employee benefits optimization. Allied Planning Partners operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or third-party product sales. The firm works primarily with individuals and high net worth individuals.
Fee Structure
Allied Planning Partners charges a recurring annual fixed fee of $4,000 for ongoing financial planning, paid quarterly in arrears. This service includes working one-on-one with a planner to develop, implement, and monitor a comprehensive financial plan as your situation evolves.
As part of this ongoing service, clients can also add an annual financial plan review for their children up to age 30 for an additional $750 per child per year.
- Project-based financial plan — $750 fixed fee for a limited-scope engagement addressing specific financial questions or topics. A portion is collected in advance with the remainder due upon completion.
- Educational seminars and speaking engagements — $750 to $2000 per seminar depending on content, research, preparation time, and attendee count.