National Wealth Management Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,000⁠-⁠$5,000/yr

“The minimum flat fee range is generally between $2,000 and $5,000 annually depending on the size, complexity and services offered.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How National Wealth Management Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Investment advisory fees are paid quarterly in advance or in arrears.”
• “Arrears Billing = [Average daily balance x Advisory Fee Rate] / 360 x 90 Days For accounts held at LPL Financial, advisory fees are based on the market value of assets under management at the end of the quarter and are billed in advance.”
• “For accounts held at Charles Schwab, advisory fees are based on the market value of assets under management at the end of the month and are billed in arrears.”

How National Wealth Management Group, LLC’s fees compare

• Its annual fee of $2,000-$5,000 is below the Ohio median of $5,000. 32% of the 79 other Ohio planners that publish an annual fee charge less.
• 1 of the 9 other planners in Cincinnati that publish an annual fee charge less.

About National Wealth Management Group, LLC

• Firm size: 18 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

1,308

Employees

18

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$534,944,698

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174883

Website

linkedin.com/in/markgargano (opens in new tab)

Phone

(513) 772-2592

Can advise clients in 29 states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Wisconsin

Other planners in Cincinnati that publish fees

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• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

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