Family Wealth Advisory Group, LLC

Family Wealth Advisory Group, LLC (CRD# 130595) is a financial advisory firm headquartered in Cincinnati, OH. They manage $205,683,436 in 631 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    631
    ACCOUNTS
  • Average Account Value
    $325,964
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, LA, OH

Financial Advisors at Family Wealth Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert J. Grossheim
CRD#: 2085822
7359 East Kemper Road, Suite 140, Cincinnati, OH 45249
96
Wealthminder
score

Robert Grossheim (CRD# 2085822) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry. Robert Grossheim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James J. Hoskins
CRD#: 4649373
7359 East Kemper Road, Suite A, Cincinnati, OH 45249
96
Wealthminder
score

James Hoskins (CRD# 4649373) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 15 years of experience in the finance industry. James Hoskins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Herbert S. Huesman
CRD#: 1244633
6200 S. Gilmore Rd, Fairfield, OH 45014
96
Wealthminder
score

Herbert Huesman (CRD# 1244633) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Fairfield, OH and has over 21 years of experience in the finance industry.

4
Benjamin A. Linser
CRD#: 4104588
7359 East Kemper Road, Suite A, Cincinnati, OH 45249
96
Wealthminder
score

Benjamin Linser (CRD# 4104588) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry. Benjamin Linser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Susan A. Rushworth
CRD#: 2906139
7359 East Kemper Road, Suite A, Cincinnati, OH 45249
87
Wealthminder
score

Susan Rushworth (CRD# 2906139) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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