Joshua Bentz is a CFP-designated registered investment advisor at Truepoint, INC., based in Cincinnati, OH, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,848 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients are also assessed a monthly fee of $85. The 1.00% fee is split between Commas and Betterment, depending on how the account is opened. If Commas uses other custodians like Fidelity or Schwab, Commas retains the full 1.00% fee.
Fee Estimator
Contact
Joshua Bentz
Location
1355 Walnut Street, Cincinnati, OH, 45202
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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 →Employment History
Current Registrations
Truepoint, INC.
Previous Registrations
Wealthpoint Advisors LLC
Wealthpoint Advisors LLC
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.
Exams