Fee-OnlyFinder

% of assets managed in Cincinnati, OH

84 advisers in Cincinnati offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 84

Ardent Capital Management, INC.7864 Camargo Rd, Suite 100 · Cincinnati, OH 45243 · (513) 831-9393 · % of assets managedCRD 108264 · % of assets, Performance-based fees · $327.0 million AUMSEC registeredNo commissions reportedArg Private Wealth, LLC3825 Edwards Road, Ste 650 · Cincinnati, OH 45209 · (513) 488-1600 · % of assets managedCRD 336183 · % of assets · $280.0 million AUMSEC registeredNo commissions reportedArgentarii, LLC3825 Edwards Road, Ste 650 · Cincinnati, OH 45209 · (513) 488-1600 · Flat / fixed feesCRD 332112 · % of assets, Fixed fees, Performance-based fees · $431.9 million AUMSEC registeredNo commissions reportedBahl & Gaynor LLC255 East Fifth Street, Suite 2700 · Cincinnati, OH 45202 · (513) 287-6100 · Financial planningCRD 106139 · % of assets, Fixed fees · $21.0 billion AUMSEC registeredNo commissions reportedBarnes Dennig Private Wealth Management, LLC150 East 4th Street, Third Floor · Cincinnati, OH 45202 · (513) 241-8313 · % of assets managedCRD 328496 · % of assets · $188.2 million AUMSEC registeredNo commissions reportedBartlett & CO. Wealth Management LLC600 Vine Street, Suite 2100 · Cincinnati, OH 45202 · (513) 621-4612 · Financial planningCRD 292246 · % of assets, Fixed fees · $10.3 billion AUMSEC registeredNo commissions reportedBeechwood Capital Management, INC.9467 Montgomery Road · Cincinnati, OH 45242 · (513) 793-3777 · % of assets managedCRD 120037 · % of assets · $12.5 million AUMState registeredNo commissions reportedBenchmark Wealth Management308 E 8th Street, Suite 300 · Cincinnati, OH 45202 · (513) 328-0272 · Financial planningCRD 298885 · % of assets, Fixed fees · $179.0 million AUMSEC registeredNo commissions reportedBrilliant Advice, LLC8044 Montgomery Road, Suite 700 · Cincinnati, OH 45236 · (513) 703-2100 · Financial planningCRD 282891 · % of assets, Fixed fees · $569.5 million AUMSEC registeredNo commissions reportedCanopy Partners3825 Edwards Road, Suite 420 · Cincinnati, OH 45209 · (513) 766-3770 · Financial planningCRD 324812 · % of assets, Fixed fees · $869.0 million AUMSEC registeredNo commissions reported
Cincap Asset Management455 Delta Avenue, Suite 207 · Cincinnati, OH 45226 · (513) 725-4841 · Financial planningCRD 311605 · % of assets · $34.3 million AUMState registeredNo commissions reportedCincinnati Asset Management INC8845 Governor's Hill Drive, Suite 230 · Cincinnati, OH 45249 · (513) 554-8500 · % of assets managedCRD 104946 · % of assets · $2.5 billion AUMSEC registeredNo commissions reportedCincinnati Wealth Management, INC.2161 St James Ave · Cincinnati, OH 45206 · (513) 235-9126 · Financial planningCRD 291688 · % of assets, Hourly charges · $16.2 million AUMState registeredNo commissions reportedConstellation Wealth Advisors255 East Fifth St., Suite 3000 · Cincinnati, OH 45202 · (513) 871-5500 · Financial planningCRD 147253 · % of assets, Subscription fees, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedCoordinated Financial Planning Corp4555 Lake Forest Drive #560 · Cincinnati, OH 45242 · (513) 769-3131 · Financial planningCRD 105143 · % of assets, Fixed fees · $343.2 million AUMSEC registeredNo commissions reportedCrew Capital Management, LTD.4030 Smith Rd., Suite 200 · Cincinnati, OH 45209 · (513) 245-2620 · Financial planningCRD 125402 · % of assets, Fixed fees · $235.4 million AUMSEC registeredNo commissions reportedDaymark Wealth Partners, LLC9675 Montgomery Road, Ste 201 · Cincinnati, OH 45242 · (513) 838-2520 · Financial planningCRD 320878 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedDennis Capital Management, L.L.C.20 W 9th Street · Cincinnati, OH 45202 · (513) 241-1000 · % of assets managedCRD 126756 · % of assets · $26.4 million AUMState registeredNo commissions reportedDunphy Wealth Management, INC.1080 Nimitzview Drive, Suite 302 · Cincinnati, OH 45230 · (513) 232-6333 · Financial planningCRD 128622 · % of assets, Hourly charges · $13.5 million AUMState registeredNo commissions reportedEichner Investment Planning, LLC4030 Smith Road, Suite 200 · Cincinnati, OH 45209 · (513) 290-9170 · Flat / fixed feesCRD 128215 · % of assets, Fixed fees · $692.1 million AUMSEC registeredNo commissions reportedEntrypoint Wealth Management4030 Smith Road, Ste 200 · Cincinnati, OH 45209 · (859) 203-1414 · Financial planningCRD 310922 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedEukles Asset Management, LLC425 Walnut Street, Suite 2260 · Cincinnati, OH 45202 · (513) 977-4799 · % of assets managedCRD 156649 · % of assets · $341.1 million AUMSEC registeredNo commissions reportedF2 Wealth9435 Waterstone Blvd Suite 140-90 · Cincinnati, OH 45249 · (513) 278-8064 · Financial planningCRD 323559 · % of assets, Hourly charges, Fixed fees · $20.3 million AUMState registeredNo commissions reportedFamily Wealth Advisory Group, LLC7359 East Kemper Road, Suite a · Cincinnati, OH 45249 · (513) 469-8100 · Financial planningCRD 130595 · % of assets, Fixed fees · $396.2 million AUMSEC registeredNo commissions reportedFeg201 East Fifth Street, Suite 1600 · Cincinnati, OH 45202 · (513) 977-4400 · Flat / fixed feesCRD 121658 · % of assets, Fixed fees, Performance-based fees · $23.9 billion AUMSEC registeredNo commissions reportedFeg Curio Investment Partners, LLC201 East Fifth St., Suite 1600 · Cincinnati, OH 45202 · (513) 977-4400 · Flat / fixed feesCRD 323497 · % of assets, Fixed fees, Performance-based fees · $195.3 million AUMSEC registeredNo commissions reportedFifth Third Securities, INC.34 Fountain Square Plaza, MD 1090xb · Cincinnati, OH 45263 · (888) 889-1025 · Financial planningCRD 628 · % of assets · $10.9 billion AUMSEC registeredNo commissions reportedFifth Third Wealth Advisors LLC38 Fountain Square Plaza · Cincinnati, OH 45263 · (513) 268-8380 · Financial planningCRD 313015 · % of assets, Fixed fees · $7.8 billion AUMSEC registeredNo commissions reportedFinancial Freedom8044 Montgomery Road, Suite 700 · Cincinnati, OH 45236 · (513) 697-6400 · Financial planningCRD 118772 · % of assets, Hourly charges, Fixed fees · $443.2 million AUMSEC registeredNo commissions reportedFinancial Rounds4555 Lake Forest Drive, Ste 650 · Cincinnati, OH 45242 · (513) 588-8080 · Financial planningCRD 110384 · % of assets, Hourly charges, Fixed fees · $211.3 million AUMSEC registeredNo commissions reportedFormidable Asset Management, LLC221 E. 4th Street, Suite 2700 · Cincinnati, OH 45202 · (513) 655-5566 · Financial planningCRD 167555 · % of assets, Performance-based fees · $903.0 million AUMSEC registeredNo commissions reportedFort Washington Investment Advisors INC303 Broadway, Suite 1200 · Cincinnati, OH 45202 · (513) 361-7600 · Financial planningCRD 107126 · % of assets, Hourly charges, Fixed fees · $93.5 billion AUMSEC registeredNo commissions reportedFoster & Motley INC7755 Montgomery Road, Suite 100 · Cincinnati, OH 45236 · (513) 561-6640 · Financial planningCRD 106905 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedFountain Square Asset Management4520 Cooper Road, Suite 201 · Cincinnati, OH 45242 · (513) 984-9111 · Financial planningCRD 316955 · % of assets · $233.7 million AUMSEC registeredNo commissions reportedFuture Financial Wealth Management Group, LLC7817 Cooper Road,, Suite D · Cincinnati, OH 45242 · (513) 817-3131 · Financial planningCRD 291484 · % of assets, Hourly charges, Fixed fees · $193.4 million AUMSEC registeredNo commissions reportedGateway Investment Advisers, LLC312 Walnut Street, Suite 3500 · Cincinnati, OH 45202 · (513) 719-1100 · % of assets managedCRD 146681 · % of assets · $11.6 billion AUMSEC registeredNo commissions reportedGearhart & Associates8044 Montgomery Road, Suite 450 · Cincinnati, OH 45236 · (513) 985-3450 · Flat / fixed feesCRD 321832 · % of assets, Fixed fees · $872.6 million AUMSEC registeredNo commissions reportedGenerations Wealth, LLC7707 Camargo Road · Cincinnati, OH 45243 · (513) 834-8056 · Financial planningCRD 173352 · % of assets, Fixed fees · $307.8 million AUMSEC registeredNo commissions reportedHackman Financial Group7355 E. Kemper Road · Cincinnati, OH 45249 · (513) 891-5300 · Financial planningCRD 282027 · % of assets, Hourly charges, Fixed fees · $426.7 million AUMSEC registeredNo commissions reportedHcm Wealth Advisors6116 Harrison Ave · Cincinnati, OH 45247 · (513) 598-5120 · Financial planningCRD 107700 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedHeritage Wealth Advisors9110 Montgomery Rd. · Cincinnati, OH 45242 · (513) 440-5475 · Financial planningCRD 312545 · % of assets, Fixed fees · $604.7 million AUMSEC registeredNo commissions reportedHoran Wealth, LLC8044 Montgomery Rd,, Ste 640 · Cincinnati, OH 45236 · (513) 745-0707 · Financial planningCRD 333974 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedHorter Investment Management, LLC11726 Seven Gables Rd, Symmes Township · Cincinnati, OH 45249 · (513) 984-9933 · Financial planningCRD 119880 · % of assets, Hourly charges, Fixed fees · $314.5 million AUMSEC registeredNo commissions reportedHuffman Wealth Management8170 Corporate Park Drive, Suite 100 · Cincinnati, OH 45242 · (513) 866-5800 · Financial planningCRD 322238 · % of assets · $85.6 million AUMState registeredNo commissions reportedInvestment Analytics, LLC725 Delta Ave · Cincinnati, OH 45226 · (513) 960-6403 · Hourly feesCRD 321918 · % of assets, Hourly charges · $21.9 million AUMState registeredNo commissions reportedIsaacs & Associates, LLC4270 Ivy Pointe Blvd, Suite 100 · Cincinnati, OH 45245 · (513) 474-5102 · Financial planningCRD 324222 · % of assets, Fixed fees · $71.8 million AUMState registeredNo commissions reportedJohnson Investment Counsel, INC.3777 West Fork Road · Cincinnati, OH 45247 · (513) 661-3100 · Financial planningCRD 117054 · % of assets, Fixed fees · $23.0 billion AUMSEC registeredNo commissions reportedJulius Arthur Seibert & Company, LLC8044 Montgomery Road, Suite 700 · Cincinnati, OH 45236 · (513) 277-0916 · Flat / fixed feesCRD 142288 · % of assets, Fixed fees · $65.5 million AUMState registeredNo commissions reportedKellett Wealth Advisors, LLC8944 Blue Ash Road · Cincinnati, OH 45242 · (513) 554-1472 · % of assets managedCRD 287571 · % of assets · $344.0 million AUMSEC registeredNo commissions reportedKleinfelder Capital, INC.8050 Hosbrook Road, Suite 200 · Cincinnati, OH 45236 · (513) 808-9700 · Financial planningCRD 289345 · % of assets, Hourly charges, Fixed fees · $376.6 million AUMSEC registeredNo commissions reportedMandel Financial Services431 Ohio Pike, Suite 201 · Cincinnati, OH 45255 · (513) 441-4025 · Financial planningCRD 318124 · % of assets, Fixed fees · $28.2 million AUMState registeredNo commissions reportedMbia Capital Advisors1248 Springfield Pike, Na · Cincinnati, OH 45215 · (513) 324-2201 · Financial planningCRD 154255 · % of assets, Fixed fees · $290.2 million AUMSEC registeredNo commissions reportedMcCarley & Cook Financial Planners6910 Miami Ave. · Cincinnati, OH 45243 · (513) 792-9990 · Financial planningCRD 310087 · % of assets, Hourly charges · $169.1 million AUMSEC registeredNo commissions reportedMench Financial INC5725 Dragon Way, Suite 321 · Cincinnati, OH 45227 · (513) 745-5111 · % of assets managedCRD 106689 · % of assets · $130.6 million AUMSEC registeredNo commissions reportedMeyer Capital Management LLC.7655 Five Mile Road, Suite 209 · Cincinnati, OH 45230 · (513) 772-3600 · Financial planningCRD 106904 · % of assets · $190.8 million AUMSEC registeredNo commissions reportedMoy Investment Management, LLC300 E-Business Way, Suite 200 · Cincinnati, OH 45241 · (513) 247-6102 · Financial planningCRD 150924 · % of assets, Hourly charges, Other · $81.4 million AUMState registeredNo commissions reportedNational Wealth Management Group, LLC11260 Chester Road, Suite 250 · Cincinnati, OH 45246 · (513) 772-2592 · Financial planningCRD 174883 · % of assets, Hourly charges, Fixed fees · $534.9 million AUMSEC registeredNo commissions reportedNottinghill Investment Advisers, LTDSouthampton Square, 7414 Jager Court · Cincinnati, OH 45230 · (513) 624-3000 · Financial planningCRD 106804 · % of assets, Subscription fees, Other · $57.2 million AUMState registeredNo commissions reportedOctavia Wealth Advisors LLC9999 Carver Road, Suite 130 · Cincinnati, OH 45242 · (513) 762-7701 · Financial planningCRD 306909 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedOmega Wealth Private Capital LLC7870 E. Kemper Road, #430 · Cincinnati, OH 45249 · (513) 657-1072 · % of assets managedCRD 318012 · % of assets · $102.3 million AUMState registeredNo commissions reportedOn Investment Management COOne Financial Way · Cincinnati, OH 45242 · (855) 262-0913 · Financial planningCRD 105662 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedOpus Capital Management221 East 4th Street, Suite 2850 · Cincinnati, OH 45202 · (513) 621-6787 · Financial planningCRD 106528 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedQueen City Capital Management, LLC212 East Third Street, Suite 100 · Cincinnati, OH 45202 · (513) 721-6089 · Financial planningCRD 162785 · % of assets, Fixed fees · $114.4 million AUMSEC registeredNo commissions reportedRandolph CO INC10653 Techwoods Circle, Suite 101 · Cincinnati, OH 45242 · (513) 891-7144 · % of assets managedCRD 104868 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedRetirement Plan Advisors LTD9467 Montgomery Road · Cincinnati, OH 45242 · (513) 834-9383 · % of assets managedCRD 158882 · % of assets · $48.0 million AUMState registeredNo commissions reportedRichwood Investment Advisors, LLC5082 Wooster Road, Suite 100 · Cincinnati, OH 45226 · (513) 871-0123 · Financial planningCRD 153550 · % of assets · $155.1 million AUMSEC registeredNo commissions reportedSchear Capital, INC.9987 Carver Road, Suite 120 · Cincinnati, OH 45242 · (513) 984-5700 · % of assets managedCRD 283168 · % of assets, Performance-based fees · $12.2 million AUMState registeredNo commissions reportedSchear Investment Advisers, LLC9987 Carver Road, Suite 120 · Cincinnati, OH 45242 · (513) 984-5700 · % of assets managedCRD 146401 · % of assets · $268.8 million AUMSEC registeredNo commissions reportedSchmitt Wealth Advisers, LLC4555 Lake Forest Drive, Suite 235 · Cincinnati, OH 45242 · (513) 813-1580 · Financial planningCRD 174958 · % of assets, Hourly charges, Fixed fees · $135.0 million AUMSEC registeredNo commissions reportedSchulhoff & CO INC9370 Main Street, Suite D · Cincinnati, OH 45242 · (513) 241-2900 · Hourly feesCRD 105264 · % of assets, Hourly charges, Fixed fees · $286.3 million AUMSEC registeredNo commissions reportedSeven Hills Capital Advisors9380 Main Street, #4 · Cincinnati, OH 45242 · (513) 515-3135 · Financial planningCRD 175280 · % of assets, Hourly charges, Fixed fees · $130.0 million AUMSEC registeredNo commissions reportedShepherd Wealth Management3181 Linwood Ave., Suite 20 · Cincinnati, OH 45208 · (513) 630-2664 · Financial planningCRD 312695 · % of assets, Fixed fees · $162.1 million AUMSEC registeredNo commissions reportedSims Investment Management LLC3322 Erie Ave., Suite 200 · Cincinnati, OH 45208 · (513) 278-7467 · Financial planningCRD 169491 · % of assets, Hourly charges, Fixed fees · $304.6 million AUMSEC registeredNo commissions reportedSouders Financial Advisors, LLC5968 Bridgetown Road · Cincinnati, OH 45248 · (513) 598-2400 · Financial planningCRD 296780 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedThor Wealth Management INC7346 Beechmont Ave. · Cincinnati, OH 45230 · (513) 271-6777 · Financial planningCRD 105902 · % of assets, Fixed fees · $678.7 million AUMSEC registeredNo commissions reportedTrinity Wealth Management LLC8040 Hosbrook Road, Suite 220 · Cincinnati, OH 45236 · (513) 794-2870 · Financial planningCRD 152355 · % of assets, Hourly charges, Fixed fees · $425.2 million AUMSEC registeredNo commissions reportedTruepoint, INC.9999 Carver Road, Suite 200 · Cincinnati, OH 45242 · (513) 792-6648 · Financial planningCRD 105664 · % of assets, Fixed fees · $6.4 billion AUMSEC registeredNo commissions reportedUnited Advisor Group8170 Corporate Park Dr., Suite 300 · Cincinnati, OH 45242 · (888) 242-4912 · Financial planningCRD 324205 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedVirgil Wealth Advisory3542 Edwards Rd, #1 · Cincinnati, OH 45208 · (513) 334-7054 · Financial planningCRD 304882 · % of assets, Fixed fees · $1.2 million AUMState registeredNo commissions reportedW&s Brokerage Services, INC.400 Broadway · Cincinnati, OH 45202 · (800) 257-2135 · % of assets managedCRD 8099 · % of assets · $257.2 million AUMSEC registeredNo commissions reportedWealth Dimensions Family Office, INC7870 E Kemper Road, Suite 210 · Cincinnati, OH 45249 · (513) 945-1030 · Financial planningCRD 266787 · % of assets, Hourly charges, Fixed fees · $716.3 million AUMSEC registeredNo commissions reportedWealth Dimensions Group, LTD.7870 E Kemper Road, Suite 210 · Cincinnati, OH 45249 · (513) 554-6000 · Financial planningCRD 107618 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWealthquest Corporation50 E-Business Way, Suite 120 · Cincinnati, OH 45241 · (513) 530-9700 · Financial planningCRD 141473 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedWyoming Wealth Management, LLC504 Wyoming Avenue, Second Floor · Cincinnati, OH 45215 · (513) 334-7334 · Financial planningCRD 306132 · % of assets · $41.0 million AUMState registeredNo commissions reported