Overview

Headquarters
Centerville, OH
Total Firm Assets
$260 million
Average High-Net-Worth Client Portfolio Size
$1.8 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: ADV PART 2A - RIDGELINE WEALTH PLANNING LLC (2026-10-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $4,000,000 0.90%
$4,000,001 $7,000,000 0.80%
$7,000,001 and above 0.65%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $46,000 0.92%
$10 million $81,500 0.82%
$50 million $341,500 0.68%
$100 million $666,500 0.67%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
61.44%
Number of High-Net-Worth Clients
90
Total Client Accounts
1,452
Discretionary Accounts
1,439
Non-Discretionary Accounts
13

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
307702
  • ADV PART 2A - RIDGELINE WEALTH PLANNING LLC (2026-10-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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