Family Wealth Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$394,455,369
Clients
217
Advisors
3
of 7 employees
About
Family Wealth Advisory Group provides fee-only wealth management, financial planning, and investment supervisory services to individuals, high‑net‑worth clients, trusts, and estates, managing roughly $396 million in regulatory assets and advising on a larger pool of client assets. Services routinely include comprehensive financial planning topics (tax, estate, retirement, cash flow) and ongoing portfolio management for individual clients.
The firm’s investment approach emphasizes strategic asset allocation with a core‑and‑satellite structure, using passive index funds and ETFs as the core and selectively adding active managers or other instruments in satellite positions. Portfolios may include equities, fixed income, mutual funds, ETFs and option strategies (including covered and uncovered positions and collars), and the firm typically implements trades under discretionary authority with custodial relationships managed through a third‑party platform.
Compared with many team firms, FWAG’s brochure documents the use of derivatives and option‑writing strategies in client accounts, a practice that is relatively uncommon among peers, and it discloses its participation in a major custody platform that provides third‑party support and event resources. The firm’s materials also provide extensive third‑party credentials and regulatory references for its advisors and describe a targeted advisory offering for younger, growing investors, indicating a mix of traditional wealth management with some specialized service lines.
Client services
Expertise
Occupation focus
Fee options
Growing Investor Advisory Service: flat monthly fee of $125.00.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Minimum fee: Minimum annual fee of $6,500 for Wealth Management Agreement, not negotiable. Fee-only: Wealth Management and related services are strictly fee-only; no commissions accepted.
Main office
7359 East Kemper Road, Suite A
Cincinnati OH 45249
Advisors at this office
3
Most active in
Florida · Illinois · Indiana · Kentucky · Louisiana · Ohio · Pennsylvania
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.
Quick links
Advisors at this firm
Benjamin G
Series 66
Cincinnati, OH
Family Wealth Advisory Group, LLC
Benjamin Grossheim is a financial advisor at Family Wealth Advisory Group, LLC in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Fidelity Investments and H&R Block, as well as experience in non-financial sectors such as pest control and retail. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach combining passive index and ETF positions with selective active funds, offering both discretionary and non-discretionary mandates.
Benjamin L
CFP®, Series 63, Series 66
Cincinnati, OH
Family Wealth Advisory Group, LLC
Benjamin Linser is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services LLC for 13 years before joining Family Wealth Advisory Group, LLC in 2017, where he is currently an advisor. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with a global diversification strategy, managing approximately $335 million in assets and offering both discretionary and non-discretionary mandates.
Robert G
CFP®, Series 63, Series 65
Cincinnati, OH
Family Wealth Advisory Group, LLC
Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with global diversification and offers both discretionary and non-discretionary mandates.
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