Truepoint, Inc.

Truepoint, Inc. (CRD# 105664) is a financial advisory firm headquartered in Cincinnati, OH. They manage $2,010,881,174 in 4,317 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,011
    MILLION
  • Total Number of Accounts
    4,317
    ACCOUNTS
  • Average Account Value
    $465,805
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.

AZ, 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 14 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
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.

3
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.

4
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 6 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.

5
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 12 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.

6
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 17 years of experience in the finance industry.

7
Scott M. Barbee
CRD#: 4360704
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
90
Wealthminder
score

Scott Barbee (CRD# 4360704) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry. Scott Barbee 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
Christine L. Carleton
CRD#: 2703600
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
90
Wealthminder
score

Christine Carleton (CRD# 2703600) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 20 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.

9
Christopher J. Hennekes
CRD#: 6644514
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
90
Wealthminder
score

Christopher Hennekes (CRD# 6644514) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Christopher Hennekes 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.

10
Christopher M. Meyer
CRD#: 2590110
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
90
Wealthminder
score

Christopher Meyer (CRD# 2590110) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.