Firm
365 Wealth Management Group
Mason, Ohio
Fee-only
365 Wealth Management Group at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 8 employees and 558 individual clients, 70 of them high net worth.
- Its average account is about $145,000 (assets it manages divided by its 1,285 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Mason, Ohio |
|---|---|
| Website | 365wmg.com |
| [email protected] | |
| Phone | (513) 880-0002 |
365 Wealth Management Group fees
365 Wealth Management Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $187 million |
| Individual clients | 488 |
| High-net-worth clients | 70 |
| Accounts managed | 1,285 |
| Employees | 8 |
| Planning clients | 0 |
| Registered with | The SEC (801-126521) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 314674 |