Firm
Ten Talents Asset Management
Cincinnati, Ohio
Fee-only
Ten Talents Asset 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 1 employee and 76 individual clients, 14 of them high net worth.
- Its average account is about $162,000 (assets it manages divided by its 216 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 | tentalentsam.com |
| Phone | (502) 593-3234 |
Ten Talents Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.65% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Ten Talents Asset Management improves on the industry standard fee structure and charges 0.65% of assets." source
"Advisory fees are structured as a percentage of assets so that incentives are aligned between client and advisor for growth." 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 | Percentage of assets |
|---|---|
| Assets managed | $35 million |
| Individual clients | 62 |
| High-net-worth clients | 14 |
| Accounts managed | 216 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 313387 |