Truepoint, Inc.

Updated today

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Client assets under management

$5,934,127,075

Clients

1,867

54% high-net worth

Advisors

of 103 employees

Firm type

Multi Team

Clients per advisor

Low

Average account size

$3,178,429

Client services

Financial planning Portfolio management Pension consulting

Main office location

Truepoint, Inc.

9999 Carver Road, Suite 200

Cincinnati OH 45242, United States

Number of offices

Most active in

Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · 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

LinkedIn Facebook Instagram Website 513-792-6648

Advisors at this firm

Alexandra O

CFP®

Cincinnati, OH

Truepoint, Inc.

Lauren N

CFP®, CFA®

Cincinnati, OH

Truepoint, Inc.

Heather S

CFP®, Series 66

Cincinnati, OH

Truepoint, Inc.

Katelyn B

CFP®

Cincinnati, OH

Truepoint, Inc.

Wayne L

CFP®, Series 63

Cincinnati, OH

Truepoint, Inc.

Christopher M

CFA®

Cincinnati, OH

Truepoint, Inc.

Shannon D

CFP®, Series 63

Cincinnati, OH

Truepoint, Inc.

Nathaniel M

CFP®

Cincinnati, OH

Truepoint, Inc.

Zachary B

CFP®

Cincinnati, OH

Truepoint, Inc.

Emily V

CFP®, Series 63

Cincinnati, OH

Truepoint, Inc.

Joshua K

CFA®

Cincinnati, OH

Truepoint, Inc.

Michael C

Series 63

Cincinnati, OH

Truepoint, Inc.

Sarah T

CFP®, Series 66

Cincinnati, OH

Truepoint, Inc.

John E

CFP®, PFS™, Series 63

Cincinnati, OH

Truepoint, Inc.

August H

CFP®, Series 63

Cincinnati, OH

Truepoint, Inc.

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