Truepoint, Inc.

Truepoint, Inc. (CRD# 105664) is a financial advisory firm headquartered in Cincinnati, OH. They manage $4,935,598,041 in 10,678 accounts and serve the financial needs of clients across 30 states (or territories).

Current Firm Details
9999 Carver Road, Suite 200, Cincinnati, OH 45242
https://www.facebook.com/truepoint
By the Numbers
  • Total Assets Under Management
    4,936
    MILLION
  • Total Number of Accounts
    10,678
    ACCOUNTS
  • Average Account Value
    $462,221
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 31 - 33 of 33 top financial advisors.
31
Nathaniel Maxson, financial advisor Cincinnati OH
Nathaniel L. Maxson
CRD#: 7538153
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Nathaniel Maxson (CRD# 7538153) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

32
Blake Price, financial advisor Cincinnati OH
Blake M. Price
CRD#: 6208265
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Blake Price (CRD# 6208265) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry.

33
Michelle Stevens, financial advisor Cincinnati OH
Michelle C. Stevens
CRD#: 7363167
9999 Carver Road, Suite 200, Cincinnati, OH 45242

Michelle Stevens (CRD# 7363167) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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