Barnes Dennig Private Wealth Management, LLC

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Client assets under management

$183,584,880

Clients

191

3% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$961,177

About

Barnes Dennig Private Wealth Management (BDPW) provides personalized investment advisory services, retirement plan management, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, business entities, and retirement plans. The firm reports approximately $188 million in assets under management and delivers ongoing portfolio supervision, reporting, and coordination with clients’ other advisors.

BDPW structures relationships around a formal Discovery process to capture a client’s financial profile and investment suitability, and typically implements recommendations by engaging third‑party sub‑advisers whose strategies the firm selects, monitors, and reviews. Accounts are generally managed on a discretionary basis, with at least annual reviews and coordination with clients’ legal and tax professionals.

The firm is owned by Barnes, Dennig & Co., a full‑service accounting firm, and the brochure discloses a formal referral relationship with that parent, noting that some wealth managers are also CPAs of the parent firm and that internal referral compensation programs exist and are disclosed to clients. The firm’s disclosures also indicate its marketing materials include performance presentations — including hypothetical and historical results — and the use of endorsements, practices that are less common among similar supported advisers.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Retirement plan consulting services fees generally range from 0.25% to 0.50% of plan assets, flat fee structure, negotiable.

Percentage

$0 - $1,000,000.00: 1.35% annually $1,000,000.01 - $2,000,000.00: 1.25% annually $2,000,000.01 - $3,000,000.00: 0.90% annually $3,000,000.01 - $5,000,000.00: 0.70% annually $5,000,000.01 - $10,000,000.00: 0.50% annually $10,000,000.01 - $25,000,000.00: 0.30% annually $25,000,000.01+: 0.275% annually

Other

Account minimum: $250,000

Main office location

Barnes Dennig Private Wealth Management, LLC

150 East 4 Th Street, Third Floor

Cincinnati OH 45202, United States

Number of offices

Most active in

California · Colorado · Florida · Georgia · Indiana · Kentucky · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Washington

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.

Forms ADV

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

Quick links

Website (513) 241-8313

Advisors at this firm

George S

PFS™, Series 63

Cincinnati, OH

Barnes Dennig Private Wealth Management, LLC

George Sparks is a financial advisor at Barnes Dennig Private Wealth Management, LLC with six years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Barnes Dennig Private Wealth Management since 2024. Outside of his advisory role, he has partial ownership in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to deliver tailored portfolio management and ongoing client reporting.

Retirement plans for business owners (SEP, solo 401k)

Ryan L

PFS™, Series 65

Crestview Hills, KY

Barnes Dennig Private Wealth Management, LLC

Ryan Lauer is a financial advisor at Barnes Dennig Private Wealth Management, LLC with one year of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Barnes Dennig Private Wealth Management, he worked at Deloitte Tax LLP for seven years. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across 166 clients.

Retirement plans for business owners (SEP, solo 401k)

Andrew B

PFS™

Cincinnati, OH

Barnes Dennig Private Wealth Management, LLC

Andrew Bertke is a financial advisor at Barnes Dennig Private Wealth Management, LLC with eight years of industry experience. He holds the PFS™ designation and has worked at Barnes Dennig Private Wealth Management since 2024, with prior experience at Biechele Royce Advisors and Barnes Dennig & Co. Bertke is also a partner at Barnes Dennig, a CPA firm, where he works in a non-investment capacity. Barnes Dennig Private Wealth Management, LLC provides personalized investment advisory services, retirement plan management, and consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a structured Discovery process and collaborates with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across about 166 clients.

Retirement plans for business owners (SEP, solo 401k)

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