Ronald Mahorney
Cincinnati Wealth Management · Cincinnati, Ohio
Ronald Mahorney is a fee-only financial advisor at Cincinnati Wealth Management in Cincinnati, Ohio, who holds the CFP credential. Cincinnati Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Cincinnati Wealth Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.2M across 43 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1790367 |
| Exams passed | Series 63 (1989) · Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.cincinnatiwealth.cc |
| Profile |
How Ronald's firm compares
- Cincinnati Wealth Management's average account is about $377,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Ronald
Is Ronald Mahorney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Cincinnati Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Cincinnati Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ronald Mahorney based?
Ronald Mahorney is based in Cincinnati, Ohio.
What credentials does Ronald Mahorney hold?
Ronald Mahorney holds the CFP credential.
Is Ronald Mahorney registered with the SEC?
Yes. Ronald Mahorney is registered as an investment adviser representative in OH (CRD 1790367), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cincinnati Wealth Management manage?
Cincinnati Wealth Management reports $16.2M across 43 accounts in assets under management.
How do I contact Ronald Mahorney?
Through Ronald's website, www.cincinnatiwealth.cc.
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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