Buckeye Wealth Partners, LLC

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Client assets under management

$67,952,441

Clients

252

4% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

126

Very High

Average account size

$269,653

About

Buckeye Wealth Partners serves individuals (including high-net-worth clients) as well as employer retirement plans, charitable organizations and other institutional clients. The firm offers wealth and investment management, financial planning (ongoing and project-based), retirement plan consulting and management, tax preparation services, and educational seminars, and operates on a fee-only basis with no stated account minimum.

The firm typically develops a personal investment policy and target asset allocation for each client and manages accounts primarily on a discretionary basis, using a blend of passive and active strategies across stocks, bonds, mutual funds, ETFs and cash. Its methods include fundamental and technical analysis as well as modern portfolio theory, it may allocate to third‑party managers or ETFs, and it can tailor portfolios for socially responsible investing when requested.

Compared with many small advisory shops, Buckeye recently added tax preparation as a formal service (provided under a separate tax preparation agreement) and explicitly offers employer retirement plan management — including acting as an ERISA investment manager in certain engagements and a specified flat annual workplace-retirement management fee. The firm is a two-advisor practice overseeing roughly $68 million in total AUM and about 250 client relationships, and it maintains institutional custodial relationships (including digital account opening) with custodians such as Altruist and Goldman Sachs Custody Solutions.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy Cash flow / budgeting

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $1,500 to $10,000; Educational Seminars $1,500 to $2,000 per seminar or $250 to $500 per participant; Workplace retirement plan management flat fee $798 annually ($198.75 quarterly).

Percentage

$0 - $500,000: 1.45% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.60%

Project-based

Project-Based Financial Planning hourly rate $250 to $350 based on complexity.

Subscriptions

Ongoing Financial Planning fees paid monthly in advance ranging from $100 to $400.

Other

Fee-only: Wealth Management, Financial Planning, and Tax Preparation services only receive compensation from clients; no commissions.

Main office location

Buckeye Wealth Partners, LLC

203 W. Franklin St.

Centerville OH 45459, United States

Number of offices

Most active in

Louisiana · Ohio · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website (937) 434-1790

Advisors at this firm

William D

Series 63, Series 65

Centerville, OH

Buckeye Wealth Partners, LLC

William Deshurko is a financial advisor at Buckeye Wealth Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ceros Financial Services, Inc. since 2016. Outside of advising, he writes financial articles and serves on the board and finance committee of Homeful, Inc., a nonprofit providing housing to the homeless. Buckeye Wealth Partners serves individual clients, including high-net-worth households, as well as employer plan sponsors and institutional clients. The firm offers wealth management, investment management, financial planning, retirement plan consulting, tax preparation, and educational seminars, using both passive and active investment strategies tailored to client goals and risk tolerance.

General retirement planning Retirement income strategy Cash flow / budgeting

Jim K

CFP®

Centerville, OH

Buckeye Wealth Partners, LLC

Buckeye Wealth Partners mission is to build lasting relationships with our clients by providing comprehensive financial planning that fosters peace of mind, enables wealth accumulation, and supports realizing our clients' financial goals. We strive to deliver objective advice and tailored strategies, guiding them towards a prosperous and fulfilling legacy. Buckeye Wealth Partners manages the finances for families and business owners. Our expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations (preparation and planning), insurance review, charitable giving, and Medicare resources. We prioritize meaningful personal relationships and provide objective, trustworthy advice. Jim attended Indiana Wesleyan University, earning his Bachelor’s in Personal Financial Planning. Jim is a retired Air Force Veteran with a passion for serving others. Clients deserve personalized solutions from professionals they know, like, and trust. Jim focuses on getting to know you and your family to understand your why. He provides a tailored approach to best meet your financial objectives. He and his team are dedicated to providing the latest technology and resources to their clients in an endeavor to create an ideal client experience.

General tax planning Retirement withdrawal strategies General retirement planning Gen X (Born 1965-1980)

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