Firm
Bellwether Investment Services
Loveland, Ohio
Fee-only
Bellwether Investment Services at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 18 individual clients.
- Its average account is about $92,000 (assets it manages divided by its 29 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Loveland, Ohio |
|---|---|
| Phone | (513) 382-3620 |
Bellwether Investment Services fees
Bellwether Investment Services 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 · Hourly |
|---|---|
| Assets managed | $3 million |
| Individual clients | 18 |
| Accounts managed | 29 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 306126 |