Financial Rounds
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Rounds (Personal Choice Financial Advisors, LLC) provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high‑net‑worth households. The firm offers both ongoing advisory relationships and standalone planning engagements, and makes tax-related services available through an affiliated tax services subsidiary.
The firm combines passive and active strategies across mutual funds, exchange‑traded funds and, when requested, individual securities or outside managers, with portfolios constructed to match each client’s asset allocation, time horizon and tax considerations. It also supports held‑away accounts such as 401(k)s and HSAs via an order‑management platform to facilitate tax‑efficient asset location and opportunistic rebalancing across custodians.
Notable operational features include ongoing flat‑fee planning arrangements alongside hourly planning options and family accommodations within planning relationships, plus the ability to implement discretionary strategies on held‑away assets. Financial Rounds participates in an institutional custodian program that provides research and operational benefits, discloses standing third‑party transfer arrangements for certain client transfers, and does not vote client proxies.
Client services
Expertise
Fee options
$500 per month ($6,000/year) with $1,000 onboarding; additional $100 per month for significant other; fees may increase based on complexity and service level; discounts available for residents and fellows
$0 - $250,000: 1.25% $250,000 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250.00 per hour with a minimum of two hours
Comprehensive Financial Planning on an ongoing flat-fee basis billed quarterly; $500/month with $1,000 onboarding and additional monthly fees as noted
Main office
4555 Lake Forest Drive, Ste 650
Cincinnati OH 45242-3785
Advisors at this office
5
Most active in
Florida · Kentucky · Massachusetts · New Hampshire · Ohio · Texas
Also doing business as
Financial Rounds · Hansen Christopher Harold · Hansen Financial Management · Personal Choice Financial Advisors, LLC · Personal Choice Financial, 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 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 D
CFP®, Series 63, Series 65
Cincinnati, OH
Financial Rounds
Benjamin Dobler is a CFP® professional at Financial Rounds with seven years of industry experience. He has worked at Personal Choice Financial Advisors, LLC, Intuit, Ameriprise Financial Services, and Ohio National Insurance Co. Since 2020, he has been the founder and sole owner of Stewardship Financial Counsel, providing tax preparation and financial coaching services. Financial Rounds offers investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm uses a combination of passive and active strategies tailored to clients' goals and supports held-away accounts through an order-management platform to enhance tax-efficient asset location and rebalancing.
Sharon M
CFP®
Cincinnati, OH
Financial Rounds
Sharon Miller is a CFP® professional with eight years of experience in the financial advisory industry. She has been associated with Personal Choice Financial Advisors, LLC since 2002. Financial Rounds (Personal Choice Financial Advisors, LLC) provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a blend of passive and active strategies tailored to each client’s asset allocation, time horizon, and tax considerations, and supports held-away accounts through an order-management platform to enhance tax efficiency and rebalancing.
Brian M
Series 65
Cincinnati, OH
Financial Rounds
Brian Munoz is a financial advisor at Financial Rounds with a Series 65 credential and four years of industry experience. He has held positions at multiple firms including Corient, CI Doyle Private Wealth, and Reilly, Fisher & Solomon. Outside of his advisory work, Munoz owns and manages Munoz Advisors, a bookkeeping and tax preparation firm. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a mix of passive and active strategies tailored to clients’ asset allocations, time horizons, and tax considerations.
Christopher H
CFP®, Series 63, Series 65
Cincinnati, OH
Financial Rounds
Christopher Hansen is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Financial Rounds, operating through Personal Choice Financial Advisors, LLC, and has worked in tax preparation as CEO of Personal Choice Tax, LLC since 2021. Hansen also has a background in property management through his role at CRMD Properties, LLC. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs both passive and active investment strategies tailored to client needs and supports held-away accounts to optimize tax efficiency and portfolio rebalancing.
Robert H
CFP®
Cincinnati, OH
Financial Rounds
Robert Hansen is a CFP® professional with four years of experience in the financial advisory industry. He is affiliated with Financial Rounds and has held roles at Personal Choice Financial Advisors, LLC since 2017 and Personal Choice Tax, LLC since 2021, where he serves as president of the tax preparation business. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors by providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm uses a blend of passive and active investment strategies focused on low internal costs and tax-efficient portfolio construction, and offers integrated tax planning through its wholly owned subsidiary.
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