Truepoint, Inc. fees and pricing
Financial planner in Cincinnati, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 31, 2026, Truepoint, Inc. charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“A one-time fee of $2,500 shall be charged to cover these services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truepoint, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Invoice For all types of ongoing advisory services, the client will be charged at the end of each calendar quarter for advisory services rendered.”
- “Truepoint will deduct the quarterly fee from the client’s investment portfolio, however, clients may elect to remit payment via check.”
How Truepoint, Inc.’s fees compare
- Its flat or project fee of $2,500 is below the Ohio median of $3,250. 33% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 11 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
About Truepoint, Inc.
“About Truepoint Wealth Counsel, LLC Truepoint, Inc. dba Truepoint Wealth Counsel, LLC offers wealth management and financial advisory services that deliver clarity and confidence to our clients’ lives.”
- Firm size: 103 employees.
- Registered as an adviser: 1985 (41 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 1,867
- Employees
- 103
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $6,392,730,954
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105664
- Phone
- (513) 792-6648
Can advise clients in 32 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington
Other planners in Cincinnati that publish fees
- 1TaxfinancialCincinnati$300/hr
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.