Truepoint, Inc.

Truepoint, Inc. (CRD# 105664) is a financial advisory firm headquartered in Cincinnati, OH. They manage $4,210,571,024 in 8,663 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,211
    MILLION
  • Total Number of Accounts
    8,663
    ACCOUNTS
  • Average Account Value
    $486,041
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Truepoint, Inc.
Showing 1 - 10 of 33 top financial advisors.
1
Scott M. Barbee
CRD#: 4360704
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Scott Barbee (CRD# 4360704) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry.

2
Joshua B. Bentz
CRD#: 6644743
1355 Walnut Street, Cincinnati, OH 45202

Joshua Bentz (CRD# 6644743) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.

3
Kathryn L. Brownstein
CRD#: 6263003
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Kathryn Brownstein (CRD# 6263003) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry.

4
Christine L. Carleton
CRD#: 2703600
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Christine Carleton (CRD# 2703600) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.

5
Janel E. Carroll
CRD#: 4926419
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Janel Carroll (CRD# 4926419) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

6
Michael J. Chasnoff
CRD#: 1255010
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Michael Chasnoff (CRD# 1255010) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 38 years of experience in the finance industry.

7
Guy M. Clanton
CRD#: 6821277
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Guy Clanton (CRD# 6821277) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

8
Steven T. Condon
CRD#: 3087473
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Steven Condon (CRD# 3087473) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

9
Scott M. Keller
CRD#: 4690886
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Scott Keller (CRD# 4690886) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

10
Ryan J. Klekar
CRD#: 4016955
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Ryan Klekar (CRD# 4016955) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

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