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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
- The RhineVest acquisition supports future tuck-in deals and brand segmentation.
- Digital delivery can widen Truepoint’s client funnel beyond high-net-worth households.
- Lower service costs improve margins on smaller accounts.
What critics are saying
- RhineVest integration can disrupt clients, advisors, and operating processes.
- Junior hiring can outpace advisor productivity and compress margins.
- A single Cincinnati office concentrates operational and compliance risk.
What makes Truepoint Wealth Counsel unique
- RhineVest gives Truepoint a lower-minimum digital wealth channel for accumulating clients.
- Truepoint uses Betterment to automate account opening, trading, and cash management.
- Employee ownership expanded to 40 owners in February 2025.
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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 Wealth Counsel is Hiring for 6 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 6 Jobs on Simplify!
Find jobs on Simplify and start your career today