Douglas Loftus
Wealth Dimensions Group · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Executives
- Physicians
- Retirees
- Multi-generational families
- Divorced individuals
- Ultra high net worth
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 |
| Assets under management | $1.24B across 2,656 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1179499 |
| Exams passed | Series 63 (1983) · Series 65 (1999) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.wealthdimensions.com |
| Profile |
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Questions about Douglas
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.
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
- Wealth Dimensions Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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