National Wealth Management Group, LLC

Updated today

Connect with this firm

Total assets under management

$325,727,820

Total clients

1,058

9% high-net worth

Total advisors

of 19 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$307,871

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly consulting

Fee options

Percentage

$0+: Up to 3.0% annually (negotiable, maximum) $0+: Up to 2.25% annually (Strategic Wealth Management Program maximum) $0+: LPL Financial Sponsored Advisory Programs (maximum annual advisory fees plus manager fees, total up to 2.25%): - Manager Access Select (MAS): 1.65% advisory fee + 0.60% manager fee - Optimum Market Portfolios Program (OMP): 2.25% advisory fee (no manager fee) - Personal Wealth Portfolios Program (PWP): 1.65% advisory fee + 0.60% manager fee - Model Wealth Portfolios Program (MWP): 1.65% advisory fee + 0.60% manager fee - Guided Wealth Portfolios (GWP): 1.00% advisory fee + 0.35% LPL program fee (total 1.35%)

Commissions

Commissions on insurance products sold through affiliated IARs registered with broker-dealers (not advisory fees).

Project-based

Hourly consulting fees are negotiable and detailed in the client agreement.

Other

Account minimum: $15,000 Fee-only: Hourly consulting services with negotiable fees detailed in client agreement.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Main office location

National Wealth Management Group, LLC

11260 Chester Road, Suite 250

Cincinnati OH 45246-0002, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 513-772-2592

Advisors at this firm

Mark G

Series 63, Series 65, Series 66

Brentwood, TN

National Wealth Management Group, LLC

Philip V

Series 63, Series 65

Baldwinsville, NY

National Wealth Management Group, LLC

Matthew H

CFP®, CFA®, ChFC®, Series 63, Series 66

Cincinnati, OH

National Wealth Management Group, LLC

Thomas B

Series 63, Series 65

Blue Ash, OH

National Wealth Management Group, LLC

Vivienne S

Series 63, Series 65

Coconut Creek, FL

National Wealth Management Group, LLC

Lisa G

Series 63, Series 65

Cincinnati, OH

National Wealth Management Group, LLC

Angela H

Series 63, Series 65

Centerburg, OH

National Wealth Management Group, LLC

Benjamin J

Series 66

Coconut Creek, FL

National Wealth Management Group, LLC

Vincent V

Series 66

Las Vegas, NV

National Wealth Management Group, LLC

Brent G

CFP®, Series 63, Series 66

Cincinatti, OH

National Wealth Management Group, LLC

Richard M

Series 63, Series 65

Cincinnati, OH

National Wealth Management Group, LLC

Katherine P

Series 63, Series 65

Palm Coast, FL

National Wealth Management Group, LLC

James L

Series 63, Series 65, Series 66

Westfield, IN

National Wealth Management Group, LLC

Donald B

Series 63, Series 65

Cincinnati, OH

National Wealth Management Group, LLC

Jon E

Series 63

Cincinnati, OH

National Wealth Management Group, LLC

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support