Wealth Dimensions Group, Ltd. fees
Financial planner in Cincinnati, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Wealth Dimensions Group, Ltd. (Cincinnati, OH) charges $150-$350 an hour for financial planning.
- Website: wealthdimensions.com (opens in new tab)
- Call (513) 554-6000
- 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 March 27, 2026. Fees can change.
- Hourly rate
- $150-
$350/hr Runs from below the Cincinnati median of $300 to above it. Runs from below the Ohio median of $250 to above it.
“The fees for this service range from $150 to $350 per hour and 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
- 21 employees
- Registered since
- 1990 (36 years)
How Wealth Dimensions Group, Ltd. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The agreed upon fee is payable one-half in advance, and the balance upon completion of the plan.”
- “In the event of termination prior to the completion of the plan, partial refunds will be prorated based on the value of the amount of work already performed on the plan.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
About Wealth Dimensions Group, Ltd.
“General Information Wealth Dimensions Group, Ltd. (“WDG”) was formed in 1990 (succeeding Spectrum Financial Advisors, LLC in 2009) and provides financial planning, portfolio management and general consulting services to its clients.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 704
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, 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
- $1.2 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 30, 2026
- CRD number
- 107618 (opens in new tab)
- Phone
- (513) 554-6000
Registered or notice filed in 11 states: California, Colorado, Florida, Indiana, Kentucky, Michigan, New York, North Carolina, Ohio, Tennessee, Texas
Other planners in Cincinnati that publish fees
- Stone Tower Wealth AdvisorsCincinnatiHourly $300/hr, Flat $300-$10,000
- Russo Investment ManagementCincinnatiHourly $350/hr
- Quiet Wealth ManagementCincinnatiHourly $450/hr
- Dunphy Wealth Management, Inc.CincinnatiHourly $75-$150/hr
- Seven Hills Capital AdvisorsCincinnatiHourly $175/hr, Flat $300-$1,250
- Kelos Wealth Planning, LLCCincinnatiFlat $4,200-$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.