Maribel Santos-ReidCFP®
Lead Planner · Scioto Financial Planning · Columbus, OH
★★★★★ 4.8(57+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
$2,600/yr
Fee-only
Minimum
No minimum
to start
Experience
9 yrs
advising clients
Response
within 3 hours
typical reply
About Maribel
Maribel's clients are in the foundation-pouring years: new mortgage, young kids, two careers, no time. Her flat-fee practice compresses the essentials - protection, savings rate, account architecture - into a plan that survives contact with a busy household.
Reviews are annual and unglamorous, exactly as intended.
Specialties & services
- New-baby and new-house financial checklists
- Insurance right-sizing (term, not products)
- College-savings design without derailing retirement
Best for
Young families setting the foundation
Sound like you? Smart move: compare Maribel against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Maribel's availability alongside the alternatives — free.
Frequently asked about Maribel Santos-Reid
What are Maribel Santos-Reid's fees?
Maribel Santos-Reid of Scioto Financial Planning publishes a fee of $2,600/yr flat (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Maribel Santos-Reid's account minimum?
Scioto Financial Planning has no stated asset minimum — the practice is structured to work with clients who are still building their portfolio.
Is Maribel Santos-Reid a fiduciary?
Maribel Santos-Reid operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Maribel work with clients outside Columbus?
Yes — Scioto Financial Planning works with clients virtually nationwide, alongside in-person meetings in Columbus, OH.
How do I book a call with Maribel Santos-Reid?
Use the free AdvisoryReviews matcher to check Maribel's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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