THOR Wealth Management

THOR Wealth Management at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 8 advisors are listed here; 3 of 8 hold the CFA.
• Its Form ADV reports 15 employees and 479 individual clients, 175 of them high net worth.
• Its average account is about $401,000 (assets it manages divided by its 1,691 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

THOR Wealth Management fees

THOR 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

Advisors at this firm (8)

• Allisha Curtis

• Andrew Molnar

  CFA

• Andrew Woodard

  CFA

• Anthony Weaver

  CFP

• Gregory Luke

• James Gore

• James Stechschulte

  CFA

• Mark Kleespies