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Wellness Investment Advisers LLC

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Client assets under management

$233,838

Clients

124

2% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

62

High

Average account size

$1,886

About

Wellness Investment Advisers LLC is a fee‑based financial planning and investment management firm that primarily serves individual clients (non‑high‑net‑worth), as well as pension and profit‑sharing plans and business entities. The firm offers discretionary asset management, financial planning and consulting, qualified plan consulting, ERISA 3(21) plan services, and occasional public seminars and workshops.

Wellness typically manages portfolios on a discretionary, percentage‑of‑AUM basis and documents client objectives with an investment policy statement or risk‑tolerance form, using fundamental and technical analysis to guide security selection; it may also recommend or engage third‑party money managers while retaining oversight. Account reviews are performed at least annually (with more frequent reviews as needed), and the firm discloses its use of solicitor and sub‑advisory arrangements through which it shares fees with third‑party managers.

What is distinctive about Wellness is its close connection to tax preparation and insurance activities: the firm’s managing member conducts tax preparation and serves as an independent insurance agent (an outside business activity that can generate commissions and is disclosed as a potential conflict). The firm also regularly offers educational seminars or workshops (often free or by donation), emphasizes retirement‑plan services through a K‑Star/CLS program, and operates with relatively modest discretionary assets under management (about $234k) and a client base that does not include high‑net‑worth households.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General estate planning guidance Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Percentage

$0+: 1.00% annually (maximum, negotiable; may be lower for combined household accounts) Less than $2.5 Million - $2,499,999: 1.05% annually (ERISA Plan Services total advisory fee) $2.5 Million - $4,999,999: 1.00% annually (ERISA Plan Services total advisory fee) $5 Million - $6,999,999: 0.95% annually (ERISA Plan Services total advisory fee) $7 Million+: 0.90% annually (ERISA Plan Services total advisory fee) $0 - $500,000: 2.00% annually (Absolute Capital Management fees for assets up to $1,000,000; negotiable over $1,000,000) $0 - $500,000: 2.00% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $500,001 - $3,000,000: 1.50% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $3,000,001 - $5,000,000: 1.00% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $5,000,001 - $10,000,000: 0.80% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $0 - $500,000: 1.00% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $500,001 - $3,000,000: 0.75% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $3,000,001 - $5,000,000: 0.533% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $5,000,001 - $10,000,000: 0.433% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee)

Project-based

$250 per hour for financial planning and consulting services

Other

Fee-only: Financial planning and consulting services charged at a negotiable hourly rate of $250 per hour; $500 due at signing with balance due upon delivery of the plan; fees may be waived if plan is implemented with Wellness.

Main office location

Wellness Investment Advisers LLC

Piqua OH, United States

Number of offices

3

Most active in

More info

Ohio · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 937-552-9990

Advisors at this firm

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user avatar

Robert B

Series 63, Series 65

Dublin, OH

Wellness Investment Advisers LLC

Robert Burnette is a financial advisor with Wellness Investment Advisers LLC in Piqua, Ohio, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has served as CEO and insurance agent at Outlook Financial Center, LLC since 2016 and is also president of Assurance Tax and Business Services, where he prepares personal and business taxes. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, pension and profit-sharing plans, and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis, offers retirement plan consulting and participant education, and employs third-party managers under its oversight.

General estate planning guidance Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Lori G

Series 65

Troy, OH

Wellness Investment Advisers LLC

Lori Gross is a financial advisor at Wellness Investment Advisers LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wellness Investment Advisers since 2016 and Outlook Financial Center since 2015. Outside of her advisory role, Gross is also an insurance agent with Outlook Financial Center, dedicating approximately half of her time to this activity. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, along with services for pension and profit-sharing plans and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis and incorporates third-party managers while maintaining oversight.

General estate planning guidance Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Wealth management
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