Financial Rounds's Form ADV discloses 1.25% on the first $250,000, 1.00% on the next $1.2 million, 0.75% on the next $3.5 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110384), Financial Rounds is subject to fiduciary duty under federal law.
Financial Rounds is headquartered in CINCINNATI, OH.
Financial Rounds serves 57 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, Financial Rounds offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Financial Rounds manages $211 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, Financial Rounds serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓