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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 added four shareholder-owners, strengthening retention for key advisors and planners.
- Truepoint now has more than 100 team members, signaling operational scale and revenue capacity.
- RhineVest acquisition and Commas positioning expand Truepoint’s reach beyond legacy Cincinnati clients.
What critics are saying
- Fidelity custody concentration reached 86% of AUM by March 2026, creating platform dependence.
- RhineVest/Commas integration risk remains if 2016 acquisition synergies fail to convert clients.
- Employee-owner succession can stall if shareholder promotions stop rewarding rising advisors in 2026.
What makes Truepoint Wealth Counsel unique
- 100% employee-owned since 1990, with 42 shareholder-owners after January 2026 expansion.
- Fee-only fiduciary model and evidence-based investing differentiate Truepoint from commission-heavy advisors.
- Commas gives Truepoint a planning-led subbrand for younger, digital-first client relationships.
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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