Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > cincinnati > FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
7817 Cooper Road,
Suite D
Cincinnati, Ohio 45242
Tel: 513-817-3131
About FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC. The firm was established in 01/02/2018. They have over 2 offices throughout the country.
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $184,466,798 assets under management, offering retirement planning & investment advisory services to 690 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291484 |
| SEC# | 801-112274 |
| Assets Managed by Firm | $184,466,798 |
| No. of Clients | 690 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 690 | $184,466,798 |
| Individuals (other than high net worth individuals) | 156 | $54,846,068 |
| High net worth individuals | 49 | $120,028,403 |
| Pension and profit sharing plans | 21 | $9,592,327 |
More Retirement Planning firms in Cincinnati, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Cincinnati, Ohio