# Future Financial Wealth Management Group, LLC

> Future Financial Wealth Management Group, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 291484
- Filed as: FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291484
- AdvisorCensus page: https://advisorcensus.com/firm/future-financial-wealth-management-group-llc-cincinnati-oh-291484

## Quick answers

**How is Future Financial Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Future Financial Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Future Financial Wealth Management Group, LLC located?**
Future Financial Wealth Management Group, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Future Financial Wealth Management Group, LLC registered with the SEC or a state?**
Future Financial Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291484.

**How much does Future Financial Wealth Management Group, LLC manage?**
Future Financial Wealth Management Group, LLC reports $193,418,350 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**How have Future Financial Wealth Management Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Future Financial Wealth Management Group, LLC: Regulatory assets under management: $144,547,611 in the October 2021 data and $193,418,350 in the October 2026 data, up 34%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Future Financial Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (58).

**Which custodians does Future Financial Wealth Management Group, LLC use?**
Future Financial Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Future Financial Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291484

**Does Future Financial Wealth Management Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "We do not have a minimum account size requirement."

**What changed in Future Financial Wealth Management Group, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in CA, IN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $193,418,350
- Discretionary: $193,418,350
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $47,339,094 |
| High net worth individuals | 58 | $146,079,256 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, KY, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- future-financial.net
- LinkedIn @ffwmg
- X @FutureFinancia4

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,547,611 | 3 | January 21, 2021 |
| October 2022 | $157,751,111 | 3 | February 12, 2022 |
| October 2023 | $156,824,000 | 2 | August 28, 2023 |
| October 2024 | $171,335,020 | 3 | January 17, 2024 |
| October 2025 | $184,466,798 | 3 | March 28, 2025 |
| October 2026 | $193,418,350 | 4 | August 21, 2026 |

Regulatory assets under management: $144,547,611 in the October 2021 data and $193,418,350 in the October 2026 data, up 34%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in CA, IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Future Financial Wealth Management Group, LLC (CRD 291484): Form ADV filing data as of October 2026.