Firm
Crowe Financial Group
Hillsboro, Ohio
Fee-only
Crowe Financial Group 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 4 employees and 240 individual clients, 8 of them high net worth.
- Its average account is about $64,000 (assets it manages divided by its 273 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Hillsboro, Ohio |
|---|---|
| Website | crowefinancial.com |
| Phone | (937) 393-8788 |
Crowe Financial Group fees
Crowe Financial 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 232 |
| High-net-worth clients | 8 |
| Accounts managed | 273 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 166174 |