Firm
Quiet Wealth Management
Cincinnati, Ohio
Fee-only
Quiet Wealth Management 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 37 individual clients.
- Its average account is about $379,000 (assets it manages divided by its 185 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | quietwealth.net |
Quiet Wealth Management 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.
| Account minimum | None |
|---|---|
| How it charges | Flat fee |
In the firm's words
"There are no account minimums." source
"Your fee is a flat-rate dollar amount, not a percentage-based fee." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $70 million |
| Individual clients | 37 |
| Accounts managed | 185 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 312940 |