Wealth Dimensions Group, Ltd.
Cincinnati, OH·SEC-registered · CRD #107618
Wealth Dimensions Group, Ltd. is an SEC-registered investment advisory firm in Cincinnati, OH managing $1.2B across 2.7k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.7k
Advisory staff
12
Fee model
Fee-based
How Wealth Dimensions Group, Ltd. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wealth Dimensions Group, Ltd.
How much does Wealth Dimensions Group, Ltd. manage?
Per its most recent SEC Form ADV filing (03/27/2026), Wealth Dimensions Group, Ltd. reports $1.2B in regulatory assets under management across roughly 2.7k client accounts.
How does Wealth Dimensions Group, Ltd. charge?
Wealth Dimensions Group, Ltd. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wealth Dimensions Group, Ltd. a fiduciary?
Yes. Wealth Dimensions Group, Ltd. is registered with the U.S. Securities and Exchange Commission (CRD #107618), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wealth Dimensions Group, Ltd. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wealth Dimensions Group, Ltd. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cincinnati, OH
Profile compiled from Wealth Dimensions Group, Ltd.'s public SEC Form ADV filing (CRD #107618, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wealth Dimensions Group, Ltd.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wealth Dimensions Group, Ltd.? Claim this profile.