Fee-only adviser · Centerville, OH
Buckeye Wealth Partners, LLC
Buckeye Wealth Partners, LLC is a fee-only investment adviser registered with the securities regulators of Louisiana, Ohio, with its main office in Centerville, Ohio. On its latest Form ADV, filed March 5, 2026, it reports $68M in regulatory assets under management, 252 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, Ohio |
|---|---|
| Firm CRD number | 126428 |
| Office | 203 W. Franklin ST. Centerville, OH 45459 |
| Phone | (937) 434-1790 |
| Website | buckeyewealthpartners.com |
| Regulatory assets under management | $68M ($54M discretionary) |
| Individual clients | 242 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Centerville
- Ridgeline Wealth Planning LLC $260M
- Fiduciary Wealth Group, LLC $178M
- Wealth Accel $75M
- Accent Capital Management, LLC $383M
- Fry Investment Advisors, Inc. $27M
See all 6 fee-only advisers in Centerville →
Nearby
- Dayton 12 firms
- Bellbrook 1 firm
- Kettering 1 firm
- Miami Township 1 firm
- Miamisburg 1 firm
- Springboro 2 firms
- Oakwood 3 firms
- Beavercreek 2 firms
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