Selhorst Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Selhorst Services provides tax preparation and tax‑planning alongside financial planning and investment advisory services, with financial planning described as the firm's specialty. The firm conducts investment check‑ups, recommends mutual funds and ETFs, and offers defined planning engagements covering retirement, estate, tax optimization, education, and legacy planning.
In its investment work Selhorst Services uses historical asset‑class analysis and long‑term diversification simulations to tailor asset allocations to clients’ horizons and risk tolerances, with an emphasis on minimizing expenses, transaction costs, and taxes. The firm does not manage client assets, does not place trades, does not accept discretionary authority, and does not maintain custody of client funds.
The firm is led by a licensed CPA with prior experience auditing investments and benefit plans (including 401(k), 403(b) and defined‑benefit plans), and it integrates accounting and tax services with financial planning—a combination that is uncommon among firms classified as investment managers. Its compensation model relies on flat planning and check‑up fees (and a referral discount), does not include commissions, and does not use percentage‑of‑AUM fees, distinguishing its fee structure from many peers.
Client services
Expertise
Fee options
$1,950 initial financial plan setup; $350 annual checkup if combined with tax services; $200 investment check up
Fee-only: $1,950 initial financial plan setup; $350 annual checkup if combined with tax services; $200 for investment check up
Main office
Bowling Green OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Corey Robert Selhorst · Selhorst Services · Selhorst Services Inc.
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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