Wealth Dimensions Family Office, Inc fees
Financial planner in Cincinnati, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 28, 2026, Wealth Dimensions Family Office, Inc (Cincinnati, OH) charges $250-$500 an hour for financial planning.
- Website: wealthdimensions.com (opens in new tab)
- Call (513) 945-1030
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the Cincinnati median of $300 to above it. Starts at the Ohio median of $250 and runs above it.
“The fees for this service range from $250 to $500 per hour, which is payable in arrears.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 16 employees
- Registered since
- 2015 (11 years)
How Wealth Dimensions Family Office, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
- “The agreed upon fee is payable one-half in advance, and the balance upon completion of the plan.”
About Wealth Dimensions Family Office, Inc
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 13
- Works with
- High net worth individuals and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $716 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 28, 2026
- CRD number
- 266787 (opens in new tab)
- Phone
- (513) 945-1030
Other planners in Cincinnati that publish fees
- Virgil Wealth AdvisoryCincinnatiFlat $1,500
- Stone Tower Wealth AdvisorsCincinnatiHourly $300/hr, Flat $300-$10,000
- F2 WealthCincinnatiFlat $2,500-$4,000, Quarterly $625/qtr
- Fein AdvisorsCincinnatiHourly $125/hr, Flat $600-$3,500
- EntryPoint Wealth ManagementCincinnatiHourly $300/hr, Flat from $5,000
- Queen City WealthCincinnatiFlat $300-$10,000, Monthly $100-$2,000/mo
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.