HORAN WEALTH MANAGEMENT

8044 Montgomery Rd
Ste 640
Cincinnati, Ohio 45236
Tel: 513-745-0707

About HORAN WEALTH MANAGEMENT

HORAN WEALTH MANAGEMENT, formally registered with the SEC as HORAN WEALTH MANAGEMENT. The firm was established in 02/18/2016. They have over 2 offices throughout the country.

HORAN WEALTH MANAGEMENT is a Cincinnati, Ohio based Financial Planning firm with nearly $545,224,456 assets under management, offering retirement planning & investment advisory services to 2212 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	40794
SEC#	801-107181
Assets Managed by Firm	$545,224,456
No. of Clients	2212
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2212	$545,224,456
Individuals (other than high net worth individuals)	770	$212,519,900
High net worth individuals	197	$315,959,005
Pension and profit sharing plans	1	$432,372
Charitable organizations	2	$16,268,957
Corporations or other businesses	1	$44,222

More Retirement Planning firms in Cincinnati, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Cincinnati, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.