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).
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Total Assets Under Management4,211MILLION
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Total Number of Accounts8,663ACCOUNTS
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Average Account Value$486,041
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
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. 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.
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. Joshua Bentz 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.
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. 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.
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. 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.
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.
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. 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.
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.
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.
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.
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. 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.