Do you have an office in Cincinnati?

We do not keep a physical office in Cincinnati. We have an advisor serving clients throughout Greater Cincinnati. Our single office is in Leander, Texas, and we work with Cincinnati households by video, phone, and in person when it makes sense. Nothing about the service level depends on your proximity to a building.

What is the minimum to work with an advisor in Cincinnati?

There is no minimum. We are happy to have a first conversation with Cincinnati households regardless of where you are starting, and you can begin with only a portion of your assets. The first thirty minutes are complimentary.

How much do financial advisors in Cincinnati charge?

Our schedule is published rather than quoted case by case. Advisory fees start at 0.95% annually and tier down to 0.40% above $10 million, billed quarterly in arrears. Flat-fee financial planning runs $500 to $3,000. We are fee-only, so we take no commissions or referral fees from anyone.

Advisor on the ground

Fee-only financial advisors in Cincinnati, OH

Name: Ankerstar Wealth
Address: 3835 CR 175, Unit #840, Leander, TX, 78641, US
Telephone: 512-614-0085
Price range: 0.40% – 0.95% of assets under management

We have an advisor serving clients throughout Greater Cincinnati.

Book a conversation 512-614-0085

What we see here

Cincinnati money has its own shape.

Cincinnati households often hold long careers at a small number of large regional employers, which produces meaningful pension decisions and concentrated company stock — both of which reward planning well before the retirement date.

Whatever the local specifics, the first pass is the same one we run everywhere: what are you paying in tax you did not have to, what are you paying in fees you cannot see, and how much of your outcome rides on a single position. Those three answers usually matter more than the next investment idea.

Services in Cincinnati

Do you have an office in Cincinnati?: We do not keep a physical office in Cincinnati. We have an advisor serving clients throughout Greater Cincinnati. Our single office is in Leander, Texas, and we work with Cincinnati households by video, phone, and in person when it makes sense. Nothing about the service level depends on your proximity to a building.
What is the minimum to work with an advisor in Cincinnati?: There is no minimum. We are happy to have a first conversation with Cincinnati households regardless of where you are starting, and you can begin with only a portion of your assets. The first thirty minutes are complimentary.
How much do financial advisors in Cincinnati charge?: Our schedule is published rather than quoted case by case. Advisory fees start at 0.95% annually and tier down to 0.40% above $10 million, billed quarterly in arrears. Flat-fee financial planning runs $500 to $3,000. We are fee-only, so we take no commissions or referral fees from anyone.

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