Truepoint, Inc.

Truepoint, Inc. (CRD# 105664) is a financial advisory firm headquartered in Cincinnati, OH. They manage $2,408,519,131 in 5,142 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,409
    MILLION
  • Total Number of Accounts
    5,142
    ACCOUNTS
  • Average Account Value
    $468,401
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, WA

Financial Advisors at Truepoint, Inc.
Showing 1 - 10 of 24 top financial advisors.
1
Bradford D. Felix
CRD#: 5373017
312 Walnut Street Suite 1600, Cincinnati, OH 45202
103
Wealthminder
score

Bradford Felix (CRD# 5373017) is an Investment Advisor Representative working at Rhinevest in Cincinnati, OH and has 6 years of experience in the finance industry.

 

RhineVest was acquired by Truepoint, Inc. ("Truepoint") in April 2016. Mr. Bradford Felix, CFA, is now an employee of Truepoint, and an investment advisory representative of Truepoint Wealth Counsel, LLC, a federally registered investment advisor. RhineVest continues to operate independently as a wholly-owned subsidiary of Truepoint Wealth Counsel.

2
Christine L. Carleton
CRD#: 2703600
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Christine Carleton (CRD# 2703600) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry. Christine Carleton 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
Michael J. Chasnoff
CRD#: 1255010
4901 Hunt Road, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Michael Chasnoff (CRD# 1255010) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 32 years of experience in the finance industry. Michael Chasnoff 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
Ryan J. Klekar
CRD#: 4016955
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Ryan Klekar (CRD# 4016955) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry. Ryan Klekar 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
Adam S. Lipton
CRD#: 5278427
4901 Hunt Road, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Adam Lipton (CRD# 5278427) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry. Adam Lipton 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.

6
Eric S. Ross
CRD#: 4873179
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Eric Ross (CRD# 4873179) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Eric Ross 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.

7
Deanna V. Sicking
CRD#: 4536089
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Deanna Sicking (CRD# 4536089) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Deanna Sicking 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.

8
Heather J. Spencer
CRD#: 4818583
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
96
Wealthminder
score

Heather Spencer (CRD# 4818583) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Heather Spencer 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.

9
Wayne A. Lippert
CRD#: 4071874
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
93
Wealthminder
score

Wayne Lippert (CRD# 4071874) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry.

10
Harold J. Maskery
CRD#: 1643960
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
93
Wealthminder
score

Harold Maskery (CRD# 1643960) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 14 years of experience in the finance industry.

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