# Eric Loftus

> Eric Loftus is a fee-only financial advisor at Wealth Dimensions Group in Cincinnati, Ohio, who holds the CFP credential. Eric 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/eric-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:** 6747281 (https://adviserinfo.sec.gov/individual/summary/6747281)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthdimensions.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?

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

### Where is Eric Loftus based?

Eric Loftus is based in Cincinnati, Ohio.

### What does Eric specialize in?

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

### What credentials does Eric Loftus hold?

Eric Loftus holds the CFP credential.

### Is Eric Loftus registered with the SEC?

Yes. Eric Loftus is registered as an investment adviser representative in OH (CRD 6747281), 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 Eric Loftus?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6747281): 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.