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Truepoint Wealth Counsel
Work Here?
Fee-only fiduciary financial advisory and planning
Truepoint Wealth Counsel
Work Here?
Fee-only fiduciary financial advisory and planning
Overview
Truepoint Wealth Counsel provides fee-only, fiduciary financial advisory services in Cincinnati, Ohio. The firm uses an evidence-based investment strategy and integrates tax planning, tax preparation, and estate planning into its client experience, guided by each client’s personal values and goals. As a 100% employee-owned Registered Investment Adviser (RIA), it aims to connect all aspects of a client’s financial life to deliver peace of mind and possibilities. The company differentiates itself by its fiduciary, fee-only model, long-standing focus on comprehensive wealth management, and emphasis on aligning financial guidance with clients’ values; its goal is to help clients manage life and wealth well through coordinated planning across investments, taxes, and estates.
About Truepoint Wealth Counsel
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Cincinnati, Ohio
Founded
1990
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Simplify's Take
What believers are saying
- January 2026 shareholder expansion strengthens retention for Josh Bentz, Emily Coughlin, Katie Newman, Tim Weinkam.
- Evidence-based investing and planning messaging match affluent clients seeking low-drama advice.
- 6.4B AUM supports hiring, technology investment, and broader service specialization.
What critics are saying
- Employee-ownership concentrates key-person risk if senior shareholders leave or retire in 2026.
- RhineVest's 2016 integration and 2021 Commas rebrand signal acquisition complexity and brand churn.
- Fintech rivals like Schwab and Vanguard compress fees, threatening Truepoint's advisory margins.
What makes Truepoint Wealth Counsel unique
- Truepoint has 6.4B AUM and 104 employees, scaling from Cincinnati.
- Truepoint says it is fee-only, fiduciary, 100% employee-owned.
- January 2026 added four shareholder-owners, pushing succession into the employee bench.
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Benefits
Hybrid Work Options
Company News
Fifteen years ago, Truepoint Wealth Counsel, LLC launched the Women's Wealth Counsel (WWC) with a clear mission: to engage and support its female clients.
RhineVest is now a wholly-owned subsidiary of Truepoint and will operate as a fully independent company.
Truepoint Inc. makes new $398,000 investment in Philip Morris International Inc. (NYSE:PM).
Kyle Dodson joined Truepoint Wealth Counsel as a financial planning associate.
Truepoint Wealth Counsel is Hiring for 5 Jobs on Simplify!
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About Truepoint Wealth Counsel
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Cincinnati, Ohio
Founded
1990
Truepoint Wealth Counsel is Hiring for 5 Jobs on Simplify!
Find jobs on Simplify and start your career today