# Douglas Loftus

> Douglas Loftus is a fee-only financial advisor at Wealth Dimensions Group in Cincinnati, Ohio, who holds the CFP credential. Douglas focuses on equity compensation, founders (pre-exit) and divorce financial planning. Wealth Dimensions Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/douglas-loftus/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Dimensions Group
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.24B across 2,656 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Divorce financial planning, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Executives, Physicians, Retirees, Multi-generational families, Divorced individuals, Ultra high net worth
- **CRD:** 1179499 (https://adviserinfo.sec.gov/individual/summary/1179499)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1983), Series 65 (1999)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthdimensions.com

## Frequently asked questions

### Is Douglas Loftus a fee-only financial advisor?

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

### How does Douglas charge for financial advice?

Douglas's firm, Wealth Dimensions Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Douglas Loftus based?

Douglas Loftus is based in Cincinnati, Ohio.

### What does Douglas specialize in?

Douglas's specialties include equity compensation, founders (pre-exit), divorce financial planning, retirement planning, tax planning and estate & legacy planning. Douglas works with executives, physicians, retirees, multi-generational families and divorced individuals.

### What credentials does Douglas Loftus hold?

Douglas Loftus holds the CFP credential.

### Is Douglas Loftus registered with the SEC?

Yes. Douglas Loftus is registered as an investment adviser representative in OH (CRD 1179499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Dimensions Group manage?

Wealth Dimensions Group reports $1.24B across 2,656 accounts in assets under management.

### How do I contact Douglas Loftus?

Through Douglas's website, www.wealthdimensions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1179499): 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
- The firm's website (https://www.wealthdimensions.com/): specialties, clients served, and fees, checked October 30, 2026

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