James Oliger
Wealthquest · Cincinnati, Ohio
James Oliger is a fee-only financial advisor at Wealthquest in Cincinnati, Ohio, who holds the CFP credential. James focuses on tax planning and estate & legacy planning. Wealthquest reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealthquest |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.22B across 5,241 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2796231 |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.wqcorp.com |
How James's firm compares
- Wealthquest's average account is about $424,000, from its Form ADV (assets managed divided by 5,241 accounts).
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Questions about James
Is James Oliger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Wealthquest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Wealthquest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Oliger based?
James Oliger is based in Cincinnati, Ohio.
What does James specialize in?
James's specialties include tax planning and estate & legacy planning.
What credentials does James Oliger hold?
James Oliger holds the CFP credential.
Is James Oliger registered with the SEC?
Yes. James Oliger is registered as an investment adviser representative in OH (CRD 2796231), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthquest manage?
Wealthquest reports $2.22B across 5,241 accounts in assets under management.
How do I contact James Oliger?
Through James's website, www.wqcorp.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
- Wealthquest 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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