Brad Schueler is a CFP-designated registered investment advisor at Fiduciary Wealth Group, LLC, based in Cincinnati, OH, with 14 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Wealth Group's wealth management fee is a fixed annual dollar amount based on the value of your portfolio. The fee is billed quarterly in advance. For example, a portfolio between $0 and $499,999 has a $4,000 annual fee. Clients also receive complimentary tax preparation and filing services.
Location
7770 Cooper Road, Suite 3B, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiduciary Wealth Group, LLC
Previous Registrations
Valeo Financial Advisors, LLC
Facet Wealth, INC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cassady Schiller Wealth Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fifth Third Securities, 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.