Megan Hammann is a CFP-designated registered investment advisor at Wealthquest Corporation, based in Cincinnati, OH, with 11 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,534 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Assets less than $500,000 are subject to a minimum quarterly fee of $1,500. Ascend Advisory Services charges 0.80% of the portfolio's value annually, plus a fixed fee of $1,800 per year, and an initial setup fee of $2,000. Fees are negotiable.
Fee Estimator
Location
50 E-Business Way, Suite 120, Cincinnati, OH, 45241
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Megan helps her husband manage an e-commerce business called Ultimate Supply Source, which resells activewear and outdoor equipment. This activity takes a few hours per week and accounts for 5% of her total yearly compensation.
Employment History
Current Registrations
Wealthquest Corporation
Previous Registrations
Cassady Schiller Wealth Management, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
PNC InvestmentsBroker
PNC Investments
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.