Ridgeline Wealth Planning LLC

Ridgeline Wealth Planning LLC (CRD# 307702) is a financial advisory firm headquartered in Centerville, OH. They manage $147,374,873 in 1,170 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1700 Lyons Road, Suite B, Centerville, OH 45458
https://ridgelinewealthplanning.com/
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    1,170
    ACCOUNTS
  • Average Account Value
    $125,961
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MI, NC, OH, TX

Financial Advisors at Ridgeline Wealth Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Simons, financial advisor Centerville OH
Scott W. Simons
CRD#: 4969653
1700 Lyons Road, Suite B, Centerville, OH 45458

Scott Simons (CRD# 4969653) is an Investment Advisor Representative working at Ridgeline Wealth Planning LLC in Centerville, OH and has 1 year of experience in the finance industry.

2
Daniel Evans, financial advisor Centerville OH
Daniel H. Evans
CRD#: 7584869
1700 Lyons Road, Suite B, Centerville, OH 45458

Daniel Evans (CRD# 7584869) is an Investment Advisor Representative working at Ridgeline Wealth Planning LLC in Centerville, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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