Truepoint, Inc.

Truepoint, Inc. (CRD# 105664) is a financial advisory firm headquartered in Cincinnati, OH. They manage $4,642,982,542 in 7,095 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,643
    MILLION
  • Total Number of Accounts
    7,095
    ACCOUNTS
  • Average Account Value
    $654,402
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, 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 34 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 19 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.

2
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 7 years of experience in the finance industry. Kathryn Brownstein 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
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 25 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.

4
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. Janel Carroll 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
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 36 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.

6
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. Guy Clanton 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
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.

8
Andrew J. Damcevski
CRD#: 6189466
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Andrew Damcevski (CRD# 6189466) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry. Andrew Damcevski 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
Bradford D. Felix
CRD#: 5373017
9999 Carver Road, Suite 200, Cincinnati, OH 45242

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.

10
Claire L. Gallant
CRD#: 7048378
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Claire Gallant (CRD# 7048378) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Claire Gallant 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.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.