F2 Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,308,289
Clients
45
51% 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
45
HighAverage account size
$451,295
About
F2 Wealth is a fee-only advisory firm serving individuals and high-net-worth clients with ongoing wealth management and financial planning, including retirement and estate planning, business planning, executive compensation advice, insurance and risk reviews, and tax return preparation (performed directly or facilitated through third-party tax providers). The firm provides discretionary portfolio management as well as standalone financial planning engagements and project-based consulting for business owners and other clients.
The firm’s investment approach is guided by modern portfolio theory with an emphasis on diversified, long-term asset allocation, disciplined rebalancing, and asset location to pursue after-tax efficiency; cost is a consideration but not the sole determinant of investment selection. Supplemental strategies include customizable values-based investing and allocations to real estate and alternative investments, and the firm will recommend third‑party sub-advisors for specific mandates when appropriate.
Notable features for a small, single-principal independent adviser managing roughly $20.3 million for about 45 client relationships include offering tax return preparation alongside advisory services, maintaining two offices while operating with one principal who also serves as chief compliance officer, and disclosing that it uses Schwab’s institutional platform for custody and related support. The firm also does not aggregate (block) trades across client accounts and discloses the potential use of paid promoters/operators under written agreements for client referrals, which are distinctions relative to many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Real estate investing
Occupation focus
Executive
Fee options
Financial planning only engagements typically range from $2,500 to $4,000 in year one, plus $625 per quarter thereafter
$0 - $4,500,000: 0.50% annually plus $625 per quarter $4,500,001+: $25,000 annual flat fee billed quarterly in advance
Minimum fee: $625 per quarter ($2,500 annually) minimum annual fee for financial planning services Fee-only: Fee-only firm; no commissions or referral fees accepted
Main office location
F2 Wealth
9435 Waterstone Blvd Suite 140 90
Cincinnati OH 45249, United States
Number of offices
2
Most active in
F2 Wealth has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
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
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