John Smith
Ten Talents Asset Management · Cincinnati, Ohio
John Smith is a fee-only financial advisor at Ten Talents Asset Management in Cincinnati, Ohio, who holds the CFA credential. John charges a percentage of assets (0.65% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Ten Talents Asset Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.65% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $35.0M across 216 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 5924083 |
| Exams passed | Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tentalentsam.com |
How John's firm compares
- Ten Talents Asset Management's average account is about $162,000, from its Form ADV (assets managed divided by 216 accounts).
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Questions about John
Is John Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Ten Talents Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
How much does John charge?
According to Ten Talents Asset Management's website, checked October 30, 2026: 0.65% a year on the first tier of assets managed.
Where is John Smith based?
John Smith is based in Cincinnati, Ohio.
What does John specialize in?
John's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does John Smith hold?
John Smith holds the CFA credential.
Is John Smith registered with the SEC?
Yes. John Smith is registered as an investment adviser representative in KY, OH and TX (CRD 5924083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ten Talents Asset Management manage?
Ten Talents Asset Management reports $35.0M across 216 accounts in assets under management.
How do I contact John Smith?
Through John's website, www.tentalentsam.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
- Ten Talents Asset Management 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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