Cincinnati Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cincinnati Wealth Management, Inc. is a single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and hourly consulting to individuals, families, pension and profit‑sharing plans, trusts, and business entities. The firm operates as a small boutique, managing approximately $16.2 million for a limited client base (13 clients) and has provided advisory services since 2018.
The firm’s investment work centers on mutual funds and exchange‑traded funds, ongoing portfolio monitoring and rebalancing, and a stated practice of treating cash as an asset class for defensive positioning. It combines account management with planning and reporting technology (RightCapital) and uses the third‑party Pontera platform to connect, review, and rebalance held‑away defined contribution participant accounts under discretionary authority.
Noteworthy aspects include that the firm’s principal holds CFP certification and is an Enrolled Agent, and the brochure highlights tax‑aware planning, estate and philanthropic advising alongside investment management. The firm also offers standalone hourly consulting, real‑estate related advisory services, and advice on private or illiquid investments and held‑away retirement assets—services that are less common among solo independent advisers of this scale.
Client services
Expertise
Occupation focus
Fee options
Flat fees may apply for real estate consulting and special projects; negotiated in advance.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.50% $5,000,000+: 0.25%
Hourly consulting fee is $400 per hour.
Account minimum: No minimum portfolio size; however, there is a minimum annual fee of $3,600 for investment management clients. Minimum fee: Minimum annual fee of $3,600 for investment management clients. Fee-only: Monthly retainer generally ranging from $300 to $1,000 for standalone financial planning or consulting services; hourly consulting fee of $400/hour.
Main office
2161 St James Ave
Cincinnati OH 45206
Advisors at this office
1
Most active in
Ohio
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:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)