Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
15 clients
Average Client Portfolio
$38.9M average
Assets Under Management
$583.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is the President of CFS&D LLC and Nickella Enterprises LLC, both real estate rental businesses. He also manages Salzer Realty, is a Trustee & Treasurer for BMW Store of Cincinnati, a board member for Wesley Community Services, and a receiver for Ultimate Air Shuttle, dedicating about half his time to the latter.

Employment History
Current Registrations
Wealth Dimensions Family Office, INC
February 2020 - Present · 6 yrs
Wealth Dimensions Group, LTD.
July 2019 - Present · 6 yrs 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Thomas M Cooney - Financial Advisor | TrueAdvisor