Benjamin Grossheim
Family Wealth Advisory Group · Cincinnati, Ohio
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.
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Facts
| Firm | Family Wealth Advisory Group |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $396.2M across 835 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7394253 |
| Exams passed | Series 66 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.familywealthadvisorygroup.com |
| Profile |
How Benjamin's firm compares
- Family Wealth Advisory Group's average account is about $475,000, from its Form ADV (assets managed divided by 835 accounts).
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Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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