Truepoint, Inc.

Truepoint, Inc. (CRD# 105664) is a financial advisory firm headquartered in Cincinnati, OH. They manage $3,377,150,297 in 6,095 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,377
    MILLION
  • Total Number of Accounts
    6,095
    ACCOUNTS
  • Average Account Value
    $554,085
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, 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 22 top financial advisors.
1
Scott M. Barbee
CRD#: 4360704
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242

Scott Barbee (CRD# 4360704) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 18 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
Claire L. Beams
CRD#: 7048378
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Claire Beams (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 Beams 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
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242

Christine Carleton (CRD# 2703600) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 23 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
4901 Hunt Rd, 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
4901 Hunt 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 35 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
4901 Hunt Rd, 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
4901 Hunt Rd, 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
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242

Andrew Damcevski (CRD# 6189466) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 5 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
Scott M. Keller
CRD#: 4690886
4901 Hunt Rd, 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
4901 Hunt Rd, Suite 200, Cincinnati, OH 45242

Ryan Klekar (CRD# 4016955) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 21 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.

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