Pomeroy Financial Planning, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pomeroy Financial Planning provides fee-only financial planning and investment consulting to individuals, trusts, and estates, and will also advise related small-business entities. Services described in the brochure include comprehensive or segmented planning covering retirement, tax and estate planning, cash flow analysis, investment analysis, and consultative investment suggestions.
The firm takes a consultative, non-discretionary approach: it recommends strategic, long-term asset allocations that often use low-cost index funds, ETFs and occasional active funds, while clients retain final decision-making and typically place their own trades (a limited power of attorney is used for trading only for certain existing clients). Pomeroy does not provide ongoing portfolio management or report regulatory assets under management, and it charges hourly or fixed fees rather than fees based on a percentage of assets.
Notable features that set the firm apart from many peers are its strict fee-only model with no commissions or referral arrangements and its principal’s combination of CPA/PFS, CFP and CKA credentials and estate-and-tax practice background, which support work on complex matters such as business sale planning, cost-basis reconstruction, special needs planning and estate issues. The brochure also emphasizes client education, tailored net-worth reporting through planning software, and a relatively small, longstanding client base, reflecting a planning-focused, consultative practice rather than an AUM-driven advisory model.
Client services
Expertise
Fee options
Fixed (flat) fees for existing clients, payable as often as quarterly, amount depends on client complexity and time required.
Up to $350 per hour for financial planning and investment consulting services.
Fee-only: Hourly fee up to $350 per hour; Fixed (flat) fee arrangements negotiable, billed quarterly or as agreed.
Main office
7850 5 Mile Rd
Cincinnati OH 45230
Advisors at this office
1
Most active in
Kentucky · 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:
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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
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