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
By the Numbers
-
Total Assets Under Management147MILLION
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Total Number of Accounts1,170ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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