{ "path": "/advisors/oh/cincinnati", "url": "https://advisorcensus.com/advisors/oh/cincinnati/page/2", "page_type": "metro", "title": "Financial advisors in Cincinnati, OH", "filters": {}, "scope_total": 188, "faq": [ { "q": "How many financial advisory firms are there in Cincinnati, OH?", "a": "AdvisorCensus lists 188 investment advisory firms with a principal office in the Cincinnati metro area, from Form ADV filings as of October 2026: 114 SEC-registered, 61 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Cincinnati, OH?", "a": "66 of the 188 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Cincinnati, OH offer financial planning?", "a": "118 of the 175 firms in Cincinnati, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Cincinnati, OH fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 66 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Cincinnati, OH. AdvisorCensus lists 188 investment advisory firms with a principal office in the Cincinnati metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Cincinnati has 188 investment advisory firms with a principal office in the metro area as of October 2026: 114 SEC-registered, 61 state-registered, and 13 exempt reporting advisers. 66 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 57 report under $100 million in regulatory assets under management. The metro area has 906,675 households, 110,288 of them with income of $200,000 or more, or 587 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Cincinnati, OH: 188 firms from Form ADV filings as of October 2026.", "total_firms": 188, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 114, "state": 61, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 66 }, { "code": "percentage_of_aum", "count": 168 }, { "code": "hourly", "count": 55 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 104 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 14 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 73 }, { "code": "5_to_9", "count": 46 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 32 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 35 }, { "code": "25m_100m", "count": 22 }, { "code": "100m_500m", "count": 62 }, { "code": "500m_1b", "count": 12 }, { "code": "1b_5b", "count": 20 }, { "code": "over_5b", "count": 16 }, { "code": "not_reported", "count": 21 } ], "firms": [ { "crd_number": 167822, "name": "Faith Financial Advisors, Inc.", "name_as_filed": "FAITH FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/faith-financial-advisors-inc-loveland-oh-167822", "city": "Loveland", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 130595, "name": "Family Wealth Advisory Group, LLC", "name_as_filed": "FAMILY WEALTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/family-wealth-advisory-group-llc-cincinnati-oh-130595", "city": "Cincinnati", "state": "OH", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121658, "name": "FEG", "name_as_filed": "FEG", "url": "https://advisorcensus.com/firm/feg-cincinnati-oh-121658", "city": "Cincinnati", "state": "OH", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 323497, "name": "FEG Curio Investment Partners, LLC", "name_as_filed": "FEG CURIO INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/feg-curio-investment-partners-llc-cincinnati-oh-323497", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 281516, "name": "FEG Investment Services, LLC", "name_as_filed": "FEG INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/feg-investment-services-llc-cincinnati-oh-281516", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156458, "name": "FEG Private Investors, LLC", "name_as_filed": "FEG PRIVATE INVESTORS, LLC", "url": "https://advisorcensus.com/firm/feg-private-investors-llc-cincinnati-oh-156458", "city": "Cincinnati", "state": "OH", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 628, "name": "Fifth Third Securities, Inc.", "name_as_filed": "FIFTH THIRD SECURITIES, INC.", "url": "https://advisorcensus.com/firm/fifth-third-securities-inc-cincinnati-oh-628", "city": "Cincinnati", "state": "OH", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313015, "name": "Fifth Third Wealth Advisors LLC", "name_as_filed": "FIFTH THIRD WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/fifth-third-wealth-advisors-llc-cincinnati-oh-313015", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119969, "name": "Financial Counseling, Inc.", "name_as_filed": "FINANCIAL COUNSELING, INC.", "url": "https://advisorcensus.com/firm/financial-counseling-inc-springboro-oh-119969", "city": "Springboro", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118772, "name": "Financial Freedom", "name_as_filed": "FINANCIAL FREEDOM", "url": "https://advisorcensus.com/firm/financial-freedom-cincinnati-oh-118772", "city": "Cincinnati", "state": "OH", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110384, "name": "Financial Rounds", "name_as_filed": "FINANCIAL ROUNDS", "url": "https://advisorcensus.com/firm/financial-rounds-cincinnati-oh-110384", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167555, "name": "Formidable Asset Management, LLC", "name_as_filed": "FORMIDABLE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/formidable-asset-management-llc-cincinnati-oh-167555", "city": "Cincinnati", "state": "OH", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 107126, "name": "Fort Washington Investment Advisors Inc", "name_as_filed": "FORT WASHINGTON INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/fort-washington-investment-advisors-inc-cincinnati-oh-107126", "city": "Cincinnati", "state": "OH", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 328804, "name": "Fortress Financial Partners", "name_as_filed": "FORTRESS FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/fortress-financial-partners-florence-ky-328804", "city": "Florence", "state": "KY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106905, "name": "Foster & Motley Inc", "name_as_filed": "FOSTER & MOTLEY INC", "url": "https://advisorcensus.com/firm/foster-and-motley-inc-cincinnati-oh-106905", "city": "Cincinnati", "state": "OH", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316955, "name": "Fountain Square Asset Management", "name_as_filed": "FOUNTAIN SQUARE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/fountain-square-asset-management-cincinnati-oh-316955", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291484, "name": "Future Financial Wealth Management Group, LLC", "name_as_filed": "FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/future-financial-wealth-management-group-llc-cincinnati-oh-291484", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146681, "name": "Gateway Investment Advisers, LLC", "name_as_filed": "GATEWAY INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/gateway-investment-advisers-llc-cincinnati-oh-146681", "city": "Cincinnati", "state": "OH", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321832, "name": "Gearhart & Associates", "name_as_filed": "GEARHART & ASSOCIATES", "url": "https://advisorcensus.com/firm/gearhart-and-associates-cincinnati-oh-321832", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173352, "name": "Generations Wealth, LLC", "name_as_filed": "GENERATIONS WEALTH, LLC", "url": "https://advisorcensus.com/firm/generations-wealth-llc-cincinnati-oh-173352", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338977, "name": "Greene Wealth Management LLC", "name_as_filed": "GREENE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/greene-wealth-management-llc-liberty-township-oh-338977", "city": "Liberty Township", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314019, "name": "H Venture Partners", "name_as_filed": "H VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/h-venture-partners-cincinnati-oh-314019", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282027, "name": "Hackman Financial Group", "name_as_filed": "HACKMAN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/hackman-financial-group-cincinnati-oh-282027", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312062, "name": "Hannegan Wealth Management, LLC", "name_as_filed": "HANNEGAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hannegan-wealth-management-llc-edgewood-ky-312062", "city": "Edgewood", "state": "KY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145552, "name": "Harvest Financial Advisors, LLC", "name_as_filed": "HARVEST FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/harvest-financial-advisors-llc-west-chester-oh-145552", "city": "West Chester", "state": "OH", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299959, "name": "Hauser Retirement Solutions 2 LLC", "name_as_filed": "HAUSER RETIREMENT SOLUTIONS 2 LLC", "url": "https://advisorcensus.com/firm/hauser-retirement-solutions-2-llc-cincinnati-oh-299959", "city": "Cincinnati", "state": "OH", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107700, "name": "HCM Wealth Advisors", "name_as_filed": "HCM WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/hcm-wealth-advisors-cincinnati-oh-107700", "city": "Cincinnati", "state": "OH", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312545, "name": "Heritage Wealth Advisors", "name_as_filed": "HERITAGE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/heritage-wealth-advisors-cincinnati-oh-312545", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172790, "name": "Hero Investors, LLC", "name_as_filed": "HERO INVESTORS, LLC", "url": "https://advisorcensus.com/firm/hero-investors-llc-cincinnati-oh-172790", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333974, "name": "Horan Wealth, LLC", "name_as_filed": "HORAN WEALTH, LLC", "url": "https://advisorcensus.com/firm/horan-wealth-llc-cincinnati-oh-333974", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119880, "name": "Horter Investment Management, LLC", "name_as_filed": "HORTER INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/horter-investment-management-llc-cincinnati-oh-119880", "city": "Cincinnati", "state": "OH", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283607, "name": "HPE Capital Management II, LLC", "name_as_filed": "HPE CAPITAL MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/hpe-capital-management-ii-llc-cincinnati-oh-283607", "city": "Cincinnati", "state": "OH", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322238, "name": "Huffman Wealth Management", "name_as_filed": "HUFFMAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/huffman-wealth-management-cincinnati-oh-322238", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171959, "name": "Infinity Wealth Counsel, LLC", "name_as_filed": "INFINITY WEALTH COUNSEL, LLC", "url": "https://advisorcensus.com/firm/infinity-wealth-counsel-llc-loveland-oh-171959", "city": "Loveland", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340243, "name": "Innerworks Wealth Management", "name_as_filed": "INNERWORKS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/innerworks-wealth-management-cincinnati-oh-340243", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287987, "name": "Invest Capital Partners", "name_as_filed": "INVEST CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/invest-capital-partners-springboro-oh-287987", "city": "Springboro", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321918, "name": "Investment Analytics, LLC", "name_as_filed": "INVESTMENT ANALYTICS, LLC", "url": "https://advisorcensus.com/firm/investment-analytics-llc-cincinnati-oh-321918", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 327162, "name": "Ironkoor Retirement, LLC", "name_as_filed": "IRONKOOR RETIREMENT, LLC", "url": "https://advisorcensus.com/firm/ironkoor-retirement-llc-west-chester-oh-327162", "city": "West Chester", "state": "OH", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324222, "name": "Isaacs & Associates, LLC", "name_as_filed": "ISAACS & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/isaacs-and-associates-llc-cincinnati-oh-324222", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322407, "name": "JFJ Advisory Services LLC", "name_as_filed": "JFJ ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/jfj-advisory-services-llc-morrow-oh-322407", "city": "Morrow", "state": "OH", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292270, "name": "Johnson Capital Advisory, LLC", "name_as_filed": "JOHNSON CAPITAL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/johnson-capital-advisory-llc-milford-oh-292270", "city": "Milford", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 117054, "name": "Johnson Investment Counsel, Inc.", "name_as_filed": "JOHNSON INVESTMENT COUNSEL, INC.", "url": "https://advisorcensus.com/firm/johnson-investment-counsel-inc-cincinnati-oh-117054", "city": "Cincinnati", "state": "OH", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171919, "name": "Journey Advisory Group, LLC", "name_as_filed": "JOURNEY ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/journey-advisory-group-llc-covington-ky-171919", "city": "Covington", "state": "KY", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142288, "name": "Julius Arthur Seibert & Company, LLC", "name_as_filed": "JULIUS ARTHUR SEIBERT & COMPANY, LLC", "url": "https://advisorcensus.com/firm/julius-arthur-seibert-and-company-llc-cincinnati-oh-142288", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168070, "name": "Kanu Asset Management, LLC", "name_as_filed": "KANU ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kanu-asset-management-llc-cincinnati-oh-168070", "city": "Cincinnati", "state": "OH", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 318885, "name": "Kapstone Financial Advisors LLC", "name_as_filed": "KAPSTONE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/kapstone-financial-advisors-llc-lebanon-oh-318885", "city": "Lebanon", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287571, "name": "Kellett Wealth Advisors, LLC", "name_as_filed": "KELLETT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kellett-wealth-advisors-llc-cincinnati-oh-287571", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287569, "name": "Kelly Financial Planning, LLC", "name_as_filed": "KELLY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/kelly-financial-planning-llc-cincinnati-oh-287569", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 342194, "name": "Kelos Wealth Planning, LLC", "name_as_filed": "KELOS WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/kelos-wealth-planning-llc-cincinnati-oh-342194", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116726, "name": "Kiplinger Wealth Advisors", "name_as_filed": "KIPLINGER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/kiplinger-wealth-advisors-springboro-oh-116726", "city": "Springboro", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "metro": { "path": "/advisors/oh/cincinnati", "label": "Financial advisors in Cincinnati, OH" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/oh/cincinnati/fee-only", "label": "Fee-only financial advisors in Cincinnati, OH", "firm_count": 66 }, { "path": "/advisors/oh/cincinnati/flat-fee", "label": "Flat-fee financial advisors in Cincinnati, OH", "firm_count": 104 }, { "path": "/advisors/oh/cincinnati/hourly", "label": "Hourly financial advisors in Cincinnati, OH", "firm_count": 55 } ], "answer_pages": [ { "path": "/advisors/oh/cincinnati/for-high-net-worth-individuals", "firm_count": 125, "label": "Financial advisors for high-net-worth individuals in Cincinnati, OH" }, { "path": "/advisors/oh/cincinnati/for-retirement-plans", "firm_count": 57, "label": "Financial advisors for retirement plans in Cincinnati, OH" }, { "path": "/advisors/oh/cincinnati/for-businesses", "firm_count": 53, "label": "Financial advisors for businesses in Cincinnati, OH" }, { "path": "/advisors/oh/cincinnati/for-charities", "firm_count": 57, "label": "Financial advisors for charitable organizations in Cincinnati, OH" }, { "path": "/advisors/oh/cincinnati/no-account-minimum", "firm_count": 27, "label": "Financial advisors with no account minimum in Cincinnati, OH" } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/oh/cincinnati.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }