AdvisorCensus / Financial advisors / Ohio / Cincinnati / National Wealth Management Group, LLC
National Wealth Management Group, LLC
Filed as NATIONAL WEALTH MANAGEMENT GROUP, LLC
National Wealth Management Group, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is National Wealth Management Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), National Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does National Wealth Management Group, LLC charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $2,000 to $5,000 a year (pension consulting agreements); Hourly rate: up to $500 an hour (financial planning); Flat fee: $100 to $15,000 (financial planning); Hourly rate: $100 to $500 an hour (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is National Wealth Management Group, LLC located?
National Wealth Management Group, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is National Wealth Management Group, LLC registered with the SEC or a state?
National Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174883.
How much does National Wealth Management Group, LLC manage?
National Wealth Management Group, LLC reports $534,944,698 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (97% discretionary).
How have National Wealth Management Group, LLC's assets and staff changed since 2021?
In the Form ADV data for National Wealth Management Group, LLC: Regulatory assets under management: $228,141,198 in the October 2021 data and $534,944,698 in the October 2026 data, up 134%. Total employees: 20 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does National Wealth Management Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,174); high net worth individuals (134); corporations or other businesses not listed above (6).
Which custodians does National Wealth Management Group, LLC use?
National Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., LPL Financial LLC and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.
Does National 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/174883
What changed in National Wealth Management Group, LLC's recent Form ADV filings?
In the October 2026 filing data: Added the business name NWMG Advisors.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AFlat fee: $2,000 to $5,000 a year (pension consulting agreements)
The brochure's wording
The minimum flat fee range is generally between $2,000 and $5,000 annually depending on the size, complexity and services offered.
Hourly rate: up to $500 an hour (financial planning)
The brochure's wording
NWMG charges an hourly fee up to $500 an hour or a flat fee typically ranging from $100 to $15,000 for financial planning depending on relevant circumstances.
Flat fee: $100 to $15,000 (financial planning)
The brochure's wording
NWMG charges an hourly fee up to $500 an hour or a flat fee typically ranging from $100 to $15,000 for financial planning depending on relevant circumstances.
Hourly rate: $100 to $500 an hour (Consulting services)
The brochure's wording
NWMG charges an hourly fee up to $500 an hour or a flat fee typically ranging from $100 to $15,000 for financial planning depending on relevant circumstances.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$534,944,698 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- ALPINA FINANCIAL CONSULTANTS, LLC, GERARDI WEALTH MANAGEMENT, LLC, INFINITE WEALTH PLANNING, NWMG ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 18. Performing investment advisory functions: 18.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the October 2026 filing
- States registered or notice-filed
-
29 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $534,944,698 | 18 | September 9, 2026 |
| October 2025 | $325,727,820 | 19 | May 1, 2025 |
| October 2024 | $296,852,355 | 19 | March 29, 2024 |
| October 2023 | $234,085,999 | 19 | March 5, 2023 |
| October 2022 | $236,000,187 | 20 | September 25, 2022 |
| October 2021 | $228,141,198 | 20 | September 17, 2021 |
Regulatory assets under management: $228,141,198 in the October 2021 data and $534,944,698 in the October 2026 data, up 134%.
Total employees: 20 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added the business name NWMG Advisors.
- April 2026
- No longer lists the business name Model Wealth Group, LLC.
- Employees performing advisory functions went from 17 to 18.
- Regulatory assets under management went from $325,727,820 to $534,944,698 (+64%).
- Changed its office addresses in Boca Raton, FL.
- Added an office in Indianapolis, IN.
- Added an office in Las Vegas, NV.
- No longer lists an office in Centerville, OH.
- No longer lists an office in Florence, KY.
- No longer lists an office in Palm Coast, FL.
- December 2025
- Registered or notice-filed in NV.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. National Wealth Management Group, LLC (CRD 174883): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/national-wealth-management-group-llc-cincinnati-oh-174883