Wealth Dimensions Group, Ltd.

Wealth Dimensions Group, Ltd. (CRD# 107618) is a financial advisory firm headquartered in Cincinnati, OH. They manage $312,303,887 in 1,052 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    1,052
    ACCOUNTS
  • Average Account Value
    $296,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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.

CA, FL, IN, KY, OH, TX

Financial Advisors at Wealth Dimensions Group, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas A. Curti
CRD#: 1033019
7870 E Kemper Road, Suite 330, Cincinnati, OH 45249
96
Wealthminder
score

Thomas Curti (CRD# 1033019) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 30 years of experience in the finance industry. Thomas Curti 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
Douglas P. Loftus
CRD#: 1179499
7870 E Kemper Road, Suite 330, Cincinnati, OH 45249
96
Wealthminder
score

Douglas Loftus (CRD# 1179499) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 33 years of experience in the finance industry. Douglas Loftus 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
Michael E. McCaw
CRD#: 5476066
7870 E Kemper Road, Suite 330, Cincinnati, OH 45249
93
Wealthminder
score

Michael McCaw (CRD# 5476066) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 8 years of experience in the finance industry.

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