Truepoint, Inc.

Truepoint, Inc. 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 August 31, 2026, it reports $6.4B in regulatory assets under management, 1,867 individual clients and 37 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	105664 · SEC file 801-25433
Office	9999 Carver Road Suite 200 Cincinnati, OH 45242
Phone	(513) 792-6648
Website	truepointia.com
Regulatory assets under management	$6.4B ($6.3B discretionary)
Individual clients	861 non-high-net-worth, 1,006 high-net-worth
Financial planning clients	More than 500
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting
Employees	103
Disciplinary disclosures	None reported
Latest Form ADV filing	August 31, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• 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.

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