Terence Horan is a ChFC-designated registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 45 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,317 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HORAN Wealth offers two investment advisory programs, HCA and HSI. Fees are based on a percentage of the value of your account. The exact fee depends on the complexity of your financial situation, the investment services provided, the experience of your advisor, and the total value of assets in your account.
HCA Program:
- First $1,000,000: 1.25% per year
- $1,000,001 - $3,000,000: 1.00% per year
- $3,000,001 - $5,000,000: 0.85% per year
- Greater than $5,000,000: 0.75% per year
HSI Program:
- First $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.75% per year
- Greater than $2,000,000: 0.70% per year
Location
8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236
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
Terence is an investment committee member for the Dominican Sisters of Nashville and a board member for the University of Cincinnati Economics Center. Both roles are uncompensated and do not involve unilateral discretion over monetary expenditures.
Employment History
Current Registrations
Horan Wealth, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Horan Capital Advisors, LLC
Horan Wealth Management
One Orchard Equities, INC.Broker
Horan Securities, INC.Broker
Aetna Investment Services, INC.Broker
Prudential Retirement Services, INC.Broker
Prudential Asset Management Company Securities CorporationBroker
Benefitscorp Equities, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
The Great-West Life Assurance CompanyBroker
State Registrations13 states
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.