Quiet Wealth Management
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About
Quiet Wealth Management serves individual clients, including high‑net‑worth individuals, with ongoing financial planning, tax preparation, and investment management through its Serving Wealth program. The firm addresses goals such as retirement planning, college savings, cash flow and debt management, employee benefits optimization, estate planning, and risk management as part of comprehensive plans.
The firm bases portfolio construction on Modern Portfolio Theory and primarily practices passive investment management using index mutual funds and ETFs, while also employing fundamental, technical, and cyclical analysis as appropriate. Portfolios are customized to client investment policy statements and may include listed options, individual equities, annuities, and tax‑aware placement; accounts are reviewed at least semi‑annually and clients may impose reasonable investment restrictions in writing.
Quiet Wealth is notable among independent advisers for not relying on percentage‑of‑AUM billing and instead using a recurring flat advisory fee structure, and for integrating in‑house tax preparation performed by an enrolled agent into its ongoing planning services. The firm also highlights operational features that are less common for peers — including use of a digital notetaker with client consent and custodial arrangements to manage annuity-based investments — reflecting an emphasis on coordinated tax, recordkeeping, and specialized product support.
Client services
Expertise
Fee options
$450 per hour for certain tax preparation complexity and IRS representation
Minimum fee: $9,600 per year (charged at $800 per month) for Serving Wealth program Fee-only: Tax Preparation charged at $450 hourly rate for additional forms, complexity, IRS representation
Main office
Cincinnati OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Quiet Wealth · Quiet Wealth Management · Quiet Wealth Management 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.
Forms ADV
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