Erik Smith
Wealth Dimensions Group · Cincinnati, Ohio
Erik Smith is a fee-only financial advisor at Wealth Dimensions Group in Cincinnati, Ohio, who holds the CFP credential. Erik 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 5666613 |
| Exams passed | Series 66 (2010) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.wealthdimensions.com |
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Questions about Erik
Is Erik Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik 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 Erik charge for financial advice?
Erik's firm, Wealth Dimensions Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik Smith based?
Erik Smith is based in Cincinnati, Ohio.
What does Erik specialize in?
Erik's specialties include equity compensation, founders (pre-exit), divorce financial planning, retirement planning, tax planning and estate & legacy planning. Erik works with executives, physicians, retirees, multi-generational families and divorced individuals.
What credentials does Erik Smith hold?
Erik Smith holds the CFP credential.
Is Erik Smith registered with the SEC?
Yes. Erik Smith is registered as an investment adviser representative in OH (CRD 5666613), 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 Erik Smith?
Through Erik'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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