Axim Planning & Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,767,244
Clients
161
Advisors
1
of 2 employees
About
Axim Planning & Wealth provides discretionary and nondiscretionary asset management and financial planning to individuals, high‑net‑worth households and pension plans. Its services include portfolio management, periodic account reviews, and planning work that can cover wills, estates, taxes, qualified plans and insurance, and the firm may facilitate client access to a will/trust software service.
Investment programs are tailored to each client’s documented goals, time horizon and risk tolerance, with security analysis that can include fundamental, technical, charting and cyclical methods. The firm commonly manages accounts on a discretionary basis while offering recommendations on a nondiscretionary basis as needed, and performs quarterly reviews with periodic performance reporting to clients.
The firm’s brochure discloses that advisory personnel maintain an affiliated insurance business and receive external compensation for insurance and annuity sales, and that the firm receives marketing services in exchange for executing annuity transactions on a particular platform; these arrangements are identified as potential conflicts of interest and are mitigated through disclosure and internal procedures. Axim operates with a small staff rather than operating as a traditional solo practitioner and manages roughly $39 million across about 160 client accounts, making its insurance affiliations and annuity distribution arrangements a prominent feature of its business model.
Client services
Expertise
Fee options
Clients may pay up to $1,000 for lifetime access to Estately’s financial planning software.
$0 - $250,000: 2.75% annually $250,000.01 - $500,000: 2.50% annually $500,000.01 - $1,000,000: 2.00% annually $1,000,000.01 - $2,500,000: 1.75% annually $2,500,000.01 - $5,000,000: 1.50% annually $5,000,000.01+: 1.25% annually
Main office
4 Sycamore Creek Drive
Springboro OH 45066, United States
Offices (1)
Most active in
Florida · Idaho · Ohio · South Carolina · Texas · Washington
Also doing business as
Axim Planning & Wealth · Axim Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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