Buckeye Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Buckeye Wealth Partners serves individuals (including high-net-worth clients) as well as employer retirement plans, charitable organizations and other institutional clients. The firm offers wealth and investment management, financial planning (ongoing and project-based), retirement plan consulting and management, tax preparation services, and educational seminars, and operates on a fee-only basis with no stated account minimum.
The firm typically develops a personal investment policy and target asset allocation for each client and manages accounts primarily on a discretionary basis, using a blend of passive and active strategies across stocks, bonds, mutual funds, ETFs and cash. Its methods include fundamental and technical analysis as well as modern portfolio theory, it may allocate to third‑party managers or ETFs, and it can tailor portfolios for socially responsible investing when requested.
Compared with many small advisory shops, Buckeye recently added tax preparation as a formal service (provided under a separate tax preparation agreement) and explicitly offers employer retirement plan management — including acting as an ERISA investment manager in certain engagements and a specified flat annual workplace-retirement management fee. The firm is a two-advisor practice overseeing roughly $68 million in total AUM and about 250 client relationships, and it maintains institutional custodial relationships (including digital account opening) with custodians such as Altruist and Goldman Sachs Custody Solutions.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $1,500 to $10,000; Educational Seminars $1,500 to $2,000 per seminar or $250 to $500 per participant; Workplace retirement plan management flat fee $798 annually ($198.75 quarterly).
$0 - $500,000: 1.45% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.60%
Project-Based Financial Planning hourly rate $250 to $350 based on complexity.
Ongoing Financial Planning fees paid monthly in advance ranging from $100 to $400.
Fee-only: Wealth Management, Financial Planning, and Tax Preparation services only receive compensation from clients; no commissions.
Main office
203 W. Franklin St.
Centerville OH 45459
Advisors at this office
2
Most active in
Louisiana · Ohio · Texas
Also doing business as
401 Advisor, LLC · Buckeye Wealth Partners, LLC · Deshurko Investment Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
William D
Series 63, Series 65
Centerville, OH
Buckeye Wealth Partners, LLC
William Deshurko is a financial advisor at Buckeye Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ceros Financial Services, Inc. in addition to managing several private business ventures. Outside of his advisory role, he writes financial articles and serves on the board and finance committee of Homeful, Inc., a nonprofit that provides housing to the homeless. Buckeye Wealth Partners serves individuals, employer retirement plans, charitable organizations, and other institutional clients, offering wealth and investment management, financial planning, retirement plan consulting, and tax preparation services. The firm manages accounts primarily on a discretionary basis using a mix of active and passive strategies and accommodates socially responsible investing upon request.
Jim K
CFP®
Centerville, OH
Buckeye Wealth Partners, LLC
Buckeye Wealth Partners mission is to build lasting relationships with our clients by providing comprehensive financial planning that fosters peace of mind, enables wealth accumulation, and supports realizing our clients' financial goals. We strive to deliver objective advice and tailored strategies, guiding them towards a prosperous and fulfilling legacy. Buckeye Wealth Partners manages the finances for families and business owners. Our expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations (preparation and planning), insurance review, charitable giving, and Medicare resources. We prioritize meaningful personal relationships and provide objective, trustworthy advice. Jim attended Indiana Wesleyan University, earning his Bachelor’s in Personal Financial Planning. Jim is a retired Air Force Veteran with a passion for serving others. Clients deserve personalized solutions from professionals they know, like, and trust. Jim focuses on getting to know you and your family to understand your why. He provides a tailored approach to best meet your financial objectives. He and his team are dedicated to providing the latest technology and resources to their clients in an endeavor to create an ideal client experience.
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