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Retirement plan consulting in Cincinnati, OH

28 advisers in Cincinnati offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 28

Arg 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 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 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 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 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 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 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 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 reported
Horan 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 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 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 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 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 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 reportedRetirement Plan Advisors LTD9467 Montgomery Road · Cincinnati, OH 45242 · (513) 834-9383 · % of assets managedCRD 158882 · % of assets · $48.0 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 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 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 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