Family Wealth Advisory Group

Family Wealth Advisory Group at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 7 employees and 217 individual clients, 102 of them high net worth.
• Its average account is about $475,000 (assets it manages divided by its 835 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Family Wealth Advisory Group fees

Family Wealth Advisory 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

Advisors at this firm (3)

• Benjamin Grossheim

• Benjamin Linser

  CFP

• Robert Grossheim

  CFP