Firm
Rookwood Wealth Management
Cinti, Ohio
Fee-only
Rookwood 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 CFA.
- Its Form ADV reports 2 employees and 67 individual clients, 39 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 188 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cinti, Ohio |
|---|---|
| Phone | (513) 871-7815 |
Rookwood Wealth Management fees
Rookwood Wealth Management 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 | $205 million |
| Individual clients | 28 |
| High-net-worth clients | 39 |
| Accounts managed | 188 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130111) |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 143983 |