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FEE - ONLY | FIDUCIARY
TRANSPARENT PRICING | NO ONGOING FEES | NO COMMISSIONS

HONEST ADVICE.

AT A FAIR PRICE.

Most financial advisors charge a percentage of your assets every year. If you have a $500,000 portfolio, that's $5,000 annually, compounded against your returns forever. Check out the true cost of those fees here. You might be surprised.

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I charge a flat fee for a full financial plan, and an hourly rate when you need one-off support. That's it!

TWO WAYS TO WORK TOGETHER
MOST POPULAR | RECOMMENDED STARTING POINT

FINANCIAL PLAN
$2,500 flat fee

A comprehensive plan covering every dimension of your financial life - built together, explained clearly and yours to keep and adjust.

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  • Net worth snapshot (assets & debts)

  • Cash flow analysis (income & expenses)

  • Financial goal setting & projections

  • Investment analysis — current vs. proposed

  • Retirement planning & projections

  • Tax strategy across your investments

  • Risk management & estate review (where applicable)

  • Ongoing access to the financial planning tool*

FLEXIBLE | INTENDED FOR ONE-OFF QUESTIONS

FINANCIAL PLAN
$250 /hour

Not ready for a full plan? Get expert guidance on a specific financial decision.

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Examples:

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  • Review current investment strategies

  • Analyze early debt payoff scenarios

  • Spending & budgeting review

  • Retirement readiness check

  • Second opinion on a major financial decision

  • Portfolio review & simplification

TYPICAL FLOW

For long-term success, I recommend starting with a full financial plan. From there, you'll have the tools and knowledge to manage your own finances. I'll just be here to support you, if questions come up.

FINANCIAL PLAN

 

Establish your plan using The P.E.A.K. Method, and enter your information into Belay Finance's financial planning tool. Align on a strategy and actions together.

SELF-MANAGEMENT

 

You manage your own finances with confidence, using your plan as a guide.

HOURLY SUPPORT

 

Reach out with life changes or you face a decision where you'd like a second opinion.

*Planning tool access is included at no extra cost with your Financial Plan, for as long as Belay Finance operates. You can adjust goals and test assumptions on your own.

BELAY FINANCE

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Fee-only financial advice built on 30 years of real-world investing experience.

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  • Fee-only. No commissions.

  • Fiduciary standard

  • Series 65 licensed

  • CRD 334807

GET IN TOUCH​

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Email

dave@belayfinance.com

 

Location

Cincinnati, OH

Serving clients nationwide.​

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NOT SURE WHERE TO START?

Schedule a no obligation free call.

​​The information provided on this website is for general informational purposes only, and does not constitute financial advice. Any financial models and tools provided on this website are for illustrative purposes only, and should not be relied upon as a basis for making investment decisions. The accuracy of these models and tools is not guaranteed, and the results may vary depending on the assumptions used. This website may contain links to third-party websites or content. We do not endorse or make any representations about the accuracy or completeness of any third-party content. This website may contain forward-looking statements, such as projections or forecasts. These statements are based on current expectations and assumptions, and are subject to risks and uncertainties that could cause actual results to differ materially. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should carefully consider your investment objectives, risk tolerance, and financial situation. Consult with a qualified financial advisor before making any investment decisions. Check the background of your financial professional on FINRA's BrokerCheck.

 

© Belay Finance

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