Future Financial Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), small businesses, and retirement plans. Its advisory services cover personalized investment policy development, portfolio construction, and planning areas such as estate, tax, cash‑flow, business planning, and insurance review.
Investment implementation is tailored to each client and employs both passive and active techniques, including fundamental, technical, cyclical and charting analysis, with regular portfolio reviews and reporting. The firm sponsors a wrap‑fee program and manages its assets on a discretionary basis within that program, and it typically recommends an institutional custodian for trade execution and custody.
Noteworthy for a small, two‑advisor SEC‑registered firm, a principal is separately registered as a broker‑dealer representative and is licensed to sell life and health insurance, creating the potential for commission‑based compensation in addition to advisory fees. The combination of sponsoring a wrap program, offering insurance product sales, and disclosing a historical regulatory disciplinary matter for a principal is uncommon among peers and may be relevant to prospective clients evaluating conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $1 to $25,000, negotiated with half due upfront and remainder at completion; limited to $1,200 billed more than 6 months in advance
$1 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: Negotiable
$150.00-$300.00 per hour for financial planning, depending on complexity; $200.00 per hour for early termination billing
Main office
See office7817 Cooper Road, Suite D
Cincinnati OH 45242
Advisors at this office
1
Offices (2)
Most active in
Florida · Kentucky · New York · Ohio · Texas
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
Quick links
Advisors at this firm
Dennis M
Series 63, Series 65
Cincinnati, OH
Future Financial Wealth Management Group, LLC
Dennis Marinich II is a financial advisor with Future Financial Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and Wells Fargo Advisors Financial Network from 2016 to 2018. Marinich is also licensed as a fixed life insurance agent. Future Financial Wealth Management Group provides discretionary investment management and comprehensive financial planning to individuals, small businesses, and retirement plans. The firm employs both passive and active investment strategies and offers personalized portfolio construction along with planning services including estate, tax, cash-flow, business, and insurance reviews.
Dennis M
Series 63, Series 65
Sarasota, FL
Future Financial Wealth Management Group, LLC
Dennis Marinich is a financial advisor at Future Financial Wealth Management Group, LLC with 44 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors from 2016 to 2018. Future Financial Wealth Management Group provides discretionary investment management and comprehensive financial planning to individuals, small businesses, and retirement plans. The firm employs both passive and active investment strategies tailored to each client and offers services including estate, tax, cash-flow, and business planning.
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”)