Jim Kilgore
Buckeye Wealth Partners, LLC · Dayton, Ohio
Jim Kilgore is a fee-only financial advisor at Buckeye Wealth Partners, LLC in Dayton, Ohio, who holds the CFP credential.
- $68M
- Firm assets managed
- $270,000
- Firm's average account
- 2016
- First securities exam
What Jim focuses on
Who Jim works with
- Retirees
- Pre-retirees
- Early-career professionals
How does Jim's firm compare?
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Buckeye Wealth Partners, LLC's average account is about $270,000, from its Form ADV (assets managed divided by 252 accounts).
Questions about Jim
Is Jim Kilgore a fee-only financial advisor?
Yes. Jim Kilgore is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jim's firm.
How does Jim Kilgore charge for financial advice?
Jim's firm, Buckeye Wealth Partners, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jim Kilgore based?
Jim Kilgore is based in Dayton, Ohio.
What does Jim Kilgore specialize in?
Jim Kilgore's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Jim works with retirees, pre-retirees and early-career professionals.
What credentials does Jim Kilgore hold?
Jim Kilgore holds the CFP credential.
Is Jim Kilgore registered with the SEC?
Yes. Jim Kilgore is registered as an investment adviser representative in LA and OH (CRD 6695352), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Buckeye Wealth Partners, LLC manage?
Buckeye Wealth Partners, LLC reports $68.0M across 252 accounts in assets under management.
How do I contact Jim Kilgore?
Through Jim Kilgore's website, buckeyewealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Buckeye Wealth Partners, LLC |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $68.0M across 252 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, OH · CRD 6695352 |
| Exams passed | Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | buckeyewealthpartners.com |
| Profile |
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Other fee-only advisors in Dayton
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Buckeye Wealth Partners, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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