Robert Grossheim
Family Wealth Advisory Group · Cincinnati, Ohio
Robert Grossheim is a fee-only financial advisor at Family Wealth Advisory Group in Cincinnati, Ohio, who holds the CFP credential. Family Wealth Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Family Wealth Advisory Group |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $396.2M across 835 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2085822 |
| Exams passed | Series 63 (1991) · Series 65 (1994) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.familywealthadvisorygroup.com |
How Robert's firm compares
- Family Wealth Advisory Group's average account is about $475,000, from its Form ADV (assets managed divided by 835 accounts).
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Questions about Robert
Is Robert Grossheim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Family Wealth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Family Wealth Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Grossheim based?
Robert Grossheim is based in Cincinnati, Ohio.
What credentials does Robert Grossheim hold?
Robert Grossheim holds the CFP credential.
Is Robert Grossheim registered with the SEC?
Yes. Robert Grossheim is registered as an investment adviser representative in OH (CRD 2085822), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Wealth Advisory Group manage?
Family Wealth Advisory Group reports $396.2M across 835 accounts in assets under management.
How do I contact Robert Grossheim?
Through Robert's website, www.familywealthadvisorygroup.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
- 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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