Advisor at Crowe Financial Group LLC
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Firm
Crowe Financial Group LLC
Location
Hillsboro, OH 45133
Credentials
Series 63, Series 66
Industry experience
21 years
James Crowe is a financial advisor with Crowe Financial Group LLC in Hillsboro, OH, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at multiple related entities since 2004, including Gradient Securities, LLC and James L. Crowe Financial, LLC. Outside of advisory work, he volunteers with the nonprofit Helping Hands for Hope and serves as a basketball official. Crowe Financial Group LLC provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using fundamental, technical, and cyclical analysis, incorporating options writing, leveraged/inverse ETFs, and borrowing strategies tailored to client goals and risk tolerance.
Based on Crowe Financial Group LLC
Basic Financial Plan: $750 to $1,500; Comprehensive Financial Plan: $1,250 to $2,450; $295 per module for specific planning modules
$0 - $249,999: 2.00% annually $250,000 - $499,999: 1.75% annually $500,000 - $999,999: 1.50% annually $1,000,000+: Negotiable
Registered representative of Gradient Securities, LLC; receives commissions from sale of securities products
$195 per hour for financial planning services
128 North High Street
Hillsboro, OH 45133
Ohio · Texas
Crowe Financial Group, LLC
2018 - Present (8 years)
Crowe Financial Group, LLC
2016 - Present (10 years)
Gradient Securities, LLC
2013 - Present (13 years)
James L. Crowe Financial, LLC
2009 - Present (17 years)
James Crowe
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
CFP®
Hillsboro, OH
Bell City Wealth, Inc.
Series 65
New Vienna, OH
STRATEGIC WEALTH ADVISORS GROUP, Inc.
Series 63, Series 65
West Union, OH
FIFTH THIRD SECURITIES, Inc.
Series 66
Hillsboro, OH
Capital Analysts
Series 66
Hillsboro, OH
Capital Analysts
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