Firm
Mandel Financial Services
Cincinnati, Ohio
Fee-only
Mandel Financial Services 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 1 employee and 13 individual clients, 8 of them high net worth.
- Its average account is about $504,000 (assets it manages divided by its 56 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Phone | (513) 441-4025 |
Mandel Financial Services fees
Mandel Financial Services 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 · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 5 |
| High-net-worth clients | 8 |
| Accounts managed | 56 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 318124 |