Michael Loewe
Wealthquest · Cincinnati, Ohio
Michael Loewe is a fee-only financial advisor at Wealthquest in Cincinnati, Ohio. Michael 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 |
| SEC registration | Investment adviser representative in OH · CRD 3073105 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.wqcorp.com |
How Michael'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 Michael
Is Michael Loewe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Wealthquest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Loewe based?
Michael Loewe is based in Cincinnati, Ohio.
What does Michael specialize in?
Michael's specialties include tax planning and estate & legacy planning.
Is Michael Loewe registered with the SEC?
Yes. Michael Loewe is registered as an investment adviser representative in OH (CRD 3073105), 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 Michael Loewe?
Through Michael'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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