Firm
Vaultis Private Wealth
Cincinnati, Ohio
Fee-only
Vaultis Private Wealth at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 88 individual clients, 59 of them high net worth.
- Its average account is about $845,000 (assets it manages divided by its 89 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 | vaultis.com |
| [email protected] | |
| Phone | (513) 505-2496 |
Vaultis Private Wealth fees
Vaultis Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 29 |
| High-net-worth clients | 59 |
| Accounts managed | 89 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 288118 |