# Benjamin Grossheim

> Benjamin Grossheim is a fee-only financial advisor at Family Wealth Advisory Group in Cincinnati, Ohio. Family Wealth Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-grossheim/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Family Wealth Advisory Group
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $396.2M across 835 accounts
- **CRD:** 7394253 (https://adviserinfo.sec.gov/individual/summary/7394253)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2021)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.familywealthadvisorygroup.com

## Frequently asked questions

### Is Benjamin Grossheim a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Family Wealth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, Family Wealth Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Benjamin Grossheim based?

Benjamin Grossheim is based in Cincinnati, Ohio.

### Is Benjamin Grossheim registered with the SEC?

Yes. Benjamin Grossheim is registered as an investment adviser representative in OH (CRD 7394253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Family Wealth Advisory Group manage?

Family Wealth Advisory Group reports $396.2M across 835 accounts in assets under management.

### How do I contact Benjamin Grossheim?

Through Benjamin's website, www.familywealthadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7394253): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.