Fee-only adviser · Cincinnati, OH
National Wealth Management Group, LLC
National Wealth Management Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Cincinnati, Ohio. On its latest Form ADV, filed September 9, 2026, it reports $535M in regulatory assets under management, 1,308 individual clients and 18 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 | SEC-registered |
|---|---|
| Firm CRD number | 174883 · SEC file 801-80983 |
| Office | 11260 Chester Road Suite 250 Cincinnati, OH 45246 |
| Phone | (513) 772-2592 |
| Website | www.jimlewiswm.com |
| Regulatory assets under management | $535M ($517M discretionary) |
| Individual clients | 1,174 non-high-net-worth, 134 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 18 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 9, 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Cincinnati
- Johnson Investment Counsel, Inc. $23.0B
- Truepoint, Inc. $6.4B
- Wealthquest Corporation $2.2B
- Souders Financial Advisors, LLC $1.4B
- Foster & Motley Inc $2.9B
- HCM Wealth Advisors $1.2B
See all 64 fee-only advisers in Cincinnati →
Nearby
- Blue Ash 1 firm
- Bellevue 1 firm
- Milford 1 firm
- Loveland 2 firms
- West Chester 4 firms
- Covington 1 firm
- Mason 5 firms
- Fairfield 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at National Wealth Management Group, LLC? Update this listing.