Cincinnati Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,210,639
Clients
13
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$1,246,972
About
Cincinnati Wealth Management, Inc. is a single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and hourly consulting to individuals, families, pension and profit‑sharing plans, trusts, and business entities. The firm operates as a small boutique, managing approximately $16.2 million for a limited client base (13 clients) and has provided advisory services since 2018.
The firm’s investment work centers on mutual funds and exchange‑traded funds, ongoing portfolio monitoring and rebalancing, and a stated practice of treating cash as an asset class for defensive positioning. It combines account management with planning and reporting technology (RightCapital) and uses the third‑party Pontera platform to connect, review, and rebalance held‑away defined contribution participant accounts under discretionary authority.
Noteworthy aspects include that the firm’s principal holds CFP certification and is an Enrolled Agent, and the brochure highlights tax‑aware planning, estate and philanthropic advising alongside investment management. The firm also offers standalone hourly consulting, real‑estate related advisory services, and advice on private or illiquid investments and held‑away retirement assets—services that are less common among solo independent advisers of this scale.
Client services
Financial planning
Portfolio management
Financial consulting services
Expertise
General retirement planning
Cash flow / budgeting
Real estate investing
Occupation focus
Executive
Fee options
Flat fees may apply for real estate consulting and special projects; negotiated in advance.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.50% $5,000,000+: 0.25%
Hourly consulting fee is $400 per hour.
Account minimum: No minimum portfolio size; however, there is a minimum annual fee of $3,600 for investment management clients. Minimum fee: Minimum annual fee of $3,600 for investment management clients. Fee-only: Monthly retainer generally ranging from $300 to $1,000 for standalone financial planning or consulting services; hourly consulting fee of $400/hour.
Main office location
Cincinnati Wealth Management, Inc.
2161 St James Ave
Cincinnati OH 45206, United States
Number of offices
1
Most active in
Cincinnati Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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