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 13 top financial advisors.
1
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 31 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.

2
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 17 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.

3
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 5 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.

4
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 11 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.

5
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 16 years of experience in the finance industry.

6
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 14 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.

7
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 19 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.

8
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.

9
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.

10
Elizabeth B. Niehaus
CRD#: 6641851
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242
90
Wealthminder
score

Elizabeth Niehaus (CRD# 6641851) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Elizabeth Niehaus 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.

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