Kenton Gearhart
Kenton Gearhart is a CFP-designated registered investment advisor at Gearhart & Associates, based in Cincinnati, OH, with 31 years of industry experience. Kenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,694 clients with $720M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
9301 Montgomery Road, Suite 2A, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (3)
Regulatory
March 2016Employment Separation After Allegations
December 2013Customer Dispute
April 2002Other Business Activities
Kenton owns No Woke Zone Fishing Charters, which is not investment related. He dedicates minimal time to this activity and it does not occur during business hours.
Employment History
Current Registrations
Gearhart & Associates
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.