Foster & Motley Inc.

Foster & Motley Inc. (CRD# 106905) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,045,037,238 in 659 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,045
    MILLION
  • Total Number of Accounts
    659
    ACCOUNTS
  • Average Account Value
    $1,585,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AZ, CA, CO, FL, GA, IL, IN, KY, MI, NC, NJ, NY, OH, TX

Financial Advisors at Foster & Motley Inc.
Showing 1 - 10 of 17 top financial advisors.
1
David A. Foster
CRD#: 2370179
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
96
Wealthminder
score

David Foster (CRD# 2370179) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 23 years of experience in the finance industry. David Foster 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
Thomas J. Guidi
CRD#: 4402624
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
96
Wealthminder
score

Thomas Guidi (CRD# 4402624) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.

3
Lucas P. Hail
CRD#: 2610234
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
96
Wealthminder
score

Lucas Hail (CRD# 2610234) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry. Lucas Hail 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.

4
Anthony R. Luckhardt
CRD#: 2829070
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
96
Wealthminder
score

Anthony Luckhardt (CRD# 2829070) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 19 years of experience in the finance industry. Anthony Luckhardt 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
John A. Melville
CRD#: 1943130
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
96
Wealthminder
score

John Melville (CRD# 1943130) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.

6
William M. Motley
CRD#: 1942813
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
96
Wealthminder
score

William Motley (CRD# 1942813) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.

7
David J. Nienaber
CRD#: 5475768
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
93
Wealthminder
score

David Nienaber (CRD# 5475768) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry.

8
Paul D. Staubach
CRD#: 4657356
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
93
Wealthminder
score

Paul Staubach (CRD# 4657356) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.

9
Amy L. Thomas
CRD#: 4657432
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
93
Wealthminder
score

Amy Thomas (CRD# 4657432) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.

10
Jeffrey R. English
CRD#: 6657362
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
90
Wealthminder
score

Jeffrey English (CRD# 6657362) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Jeffrey English 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.

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