Selhorst Services Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Selhorst Services provides tax preparation and tax‑planning alongside financial planning and investment advisory services, with financial planning described as the firm's specialty. The firm conducts investment check‑ups, recommends mutual funds and ETFs, and offers defined planning engagements covering retirement, estate, tax optimization, education, and legacy planning.
In its investment work Selhorst Services uses historical asset‑class analysis and long‑term diversification simulations to tailor asset allocations to clients’ horizons and risk tolerances, with an emphasis on minimizing expenses, transaction costs, and taxes. The firm does not manage client assets, does not place trades, does not accept discretionary authority, and does not maintain custody of client funds.
The firm is led by a licensed CPA with prior experience auditing investments and benefit plans (including 401(k), 403(b) and defined‑benefit plans), and it integrates accounting and tax services with financial planning—a combination that is uncommon among firms classified as investment managers. Its compensation model relies on flat planning and check‑up fees (and a referral discount), does not include commissions, and does not use percentage‑of‑AUM fees, distinguishing its fee structure from many peers.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Wealth management
Fee options
$1,950 initial financial plan setup; $350 annual checkup if combined with tax services; $200 investment check up
Fee-only: $1,950 initial financial plan setup; $350 annual checkup if combined with tax services; $200 for investment check up
Main office location
Selhorst Services Inc.
Perrysburg OH, United States
Number of offices
1
Most active in
Selhorst Services 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 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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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
© 2026 Warmer Holdings Inc. ("Warmer")