Firm
F2 Wealth
Cincinnati, Ohio
Fee-only
F2 Wealth at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 45 individual clients, 23 of them high net worth.
- Its average account is about $192,000 (assets it manages divided by its 106 accounts).
- Its ongoing planning fee starts at $2,500 a year, below the Ohio median of $3,000.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | f2wealth.com |
| [email protected] | |
| Phone | (513) 278-8064 |
F2 Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,500 a year |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$625 per quarter plus 0.50% of managed assets" source
"$625 per quarter plus 0.50% of managed assets" source
"$625 per quarter plus 0.50% of managed assets" source
"$625 per quarter plus 0.50% of managed assets" source
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 | $20 million |
| Individual clients | 22 |
| High-net-worth clients | 23 |
| Accounts managed | 106 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 323559 |