Firm
Nvest Wealth Strategies
Powell, Ohio
Fee-only
Nvest Wealth Strategies 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 CFA.
- Its Form ADV reports 4 employees and 185 individual clients, 47 of them high net worth.
- Its average account is about $370,000 (assets it manages divided by its 640 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Powell, Ohio |
|---|---|
| Website | nvestwealth.com |
| [email protected] | |
| Phone | (614) 389-4646 |
Nvest Wealth Strategies fees
Nvest Wealth Strategies doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $237 million |
| Individual clients | 138 |
| High-net-worth clients | 47 |
| Accounts managed | 640 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-123479) |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 139758 |