WEALTH DIMENSIONS GROUP, LTD.

7870 E Kemper Road
Suite 210
Cincinnati, Ohio 45249
Tel: 513-554-6000

About WEALTH DIMENSIONS GROUP, LTD.

WEALTH DIMENSIONS GROUP, LTD, formally registered with the SEC as WEALTH DIMENSIONS GROUP, LTD. The firm was established in 11/08/1990. They have over 1 offices throughout the country.

WEALTH DIMENSIONS GROUP, LTD. is a Cincinnati, Ohio based Financial Planning firm with nearly $857,881,023 assets under management, offering retirement planning & investment advisory services to 2272 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107618
SEC#	801-37668
Assets Managed by Firm	$857,881,023
No. of Clients	2272
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (TAX AND BUSINESS CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2272	$857,881,023
Individuals (other than high net worth individuals)	292	$61,118,230
High net worth individuals	324	$707,501,221
Pension and profit sharing plans	32	$56,865,108
Charitable organizations	11	$22,187,215
Corporations or other businesses	17	$10,209,249

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