Brent Gargano
National Wealth Management Group · Cincinnati, Ohio
Brent Gargano is a fee-only financial advisor at National Wealth Management Group in Cincinnati, Ohio, who holds the CFP credential. National Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | National Wealth Management Group |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $534.9M across 2,741 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6304333 |
| Exams passed | Series 63 (2014) · Series 66 (2015) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.jimlewiswm.com |
How Brent's firm compares
- National Wealth Management Group's average account is about $195,000, from its Form ADV (assets managed divided by 2,741 accounts).
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Questions about Brent
Is Brent Gargano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and National Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, National Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brent Gargano based?
Brent Gargano is based in Cincinnati, Ohio.
What credentials does Brent Gargano hold?
Brent Gargano holds the CFP credential.
Is Brent Gargano registered with the SEC?
Yes. Brent Gargano is registered as an investment adviser representative in OH and TX (CRD 6304333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does National Wealth Management Group manage?
National Wealth Management Group reports $534.9M across 2,741 accounts in assets under management.
How do I contact Brent Gargano?
Through Brent's website, www.jimlewiswm.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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