Firm
Union Strategic Advisors
Blue Ash, Ohio
Fee-only
Union Strategic Advisors at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 474 individual clients, 110 of them high net worth.
- Its average account is about $258,000 (assets it manages divided by its 1,443 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Blue Ash, Ohio |
|---|---|
| Website | unionstrategic.com |
| [email protected] | |
| Phone | (513) 699-5200 |
Union Strategic Advisors fees
Union Strategic Advisors 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 | $372 million |
| Individual clients | 364 |
| High-net-worth clients | 110 |
| Accounts managed | 1,443 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-135455) |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 340640 |