Firm
Brilliant Advice™ Wealth Management
Cincinnati, Ohio
Fee-only
Brilliant Advice™ Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 142 individual clients, 113 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 569 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | brilliantadvice.net |
| [email protected] | |
| Phone | (513) 703-2100 |
Brilliant Advice™ Wealth Management fees
Brilliant Advice™ Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $570 million |
| Individual clients | 29 |
| High-net-worth clients | 113 |
| Accounts managed | 569 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-131585) |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 282891 |