SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wealth Dimensions Group, Ltd.
Cincinnati, OH
CRD 107618
Firm filing updated July 30, 2026 ·
- $1.2BAssets
- 769Clients
- 12Advisory staff
- 2,656Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals374
- Individuals330
- Pension and profit sharing plans33
- Corporations or other businesses20
- Charities12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 330 | $79.5 million |
| High net worth individuals | 374 | $1.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $79.6 million |
| Charitable organizations | 12 | $34.9 million |
| Corporations or other businesses not listed above | 20 | $19.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "TAX AND BUSINESS CONSULTING SERVICES"
- 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
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "TAX AND BUSINESS CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts2,656
- Discretionary$1.2 billion · 2,642 accounts
- Non-discretionary$13.9 million · 14 accounts
People
- Employees21
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients251 to 500
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 107618, SEC file 801-37668.
- Registered with the SEC as an investment advisor (status date on record: November 8, 1990).
Is Wealth Dimensions Group, Ltd. a fiduciary?
Short answer: Wealth Dimensions Group, Ltd. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.