Buckeye Wealth Partners, LLC 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 252 individual clients, 10 of them high net worth.
- Its average account is about $270,000 (assets it manages divided by its 252 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dayton, Ohio |
|---|---|
| Website | buckeyewealthpartners.com |
| [email protected] | |
| Phone | (937) 434-1790 |
Questions about Buckeye Wealth Partners, LLC
How is Buckeye Wealth Partners, LLC paid?
Buckeye Wealth Partners, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Buckeye Wealth Partners, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Buckeye Wealth Partners, LLC, and 1 hold the CFP.
What is the average account at Buckeye Wealth Partners, LLC?
Buckeye Wealth Partners, LLC's average account is about $270,000. That's the assets on its Form ADV divided by its 252 accounts.
What does Buckeye Wealth Partners, LLC specialize in?
Buckeye Wealth Partners, LLC's advisors and website list retirement planning, estate & legacy planning, tax planning and small business owners.
Buckeye Wealth Partners, LLC fees
Buckeye Wealth Partners, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 242 |
| High-net-worth clients | 10 |
| Accounts managed | 252 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 126428 |