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CFP
MN
CFP

Michael Napier

Horan Wealth, LLC
19 Years of Experience
Cincinnati, OH
Broker
View SEC Summary
View SEC Summary

Michael Napier is a CFP-designated registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,436 clients with $1.5B in assets under management.

Horan Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,436 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.75%

Schedule reflects the HCA program rates. The HSI program has a separate tiered schedule starting at 1.00% down to 0.70% for assets over $2M. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael prepares simple tax returns, mostly for family and friends, as the owner of a tax preparation business. This takes a few hours per week and does not occur during trading hours.

Employment History
Current Registrations
Horan Wealth, LLC
July 2025 - Present · 1 yr 3 mos
M Holdings Securities, INC.Broker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Horan Wealth Management
January 2013 - July 2025 · 12 yrs 6 mos
Horan Securities, INC.Broker
February 2011 - March 2025 · 14 yrs 1 mo
Ftj Fundchoice, LLC
December 2004 - May 2005 · 5 mos
Ftj Fundchoice, LLC
May 2003 - December 2003 · 7 mos
National Pension & Group Consultants, INCBroker
February 2002 - March 2005 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
August 2000 - August 2001 · 1 yr
State Registrations34 states
ALAZCACOCTFLGAHIIDILINKYMAMDMIMNMOMTNCNDNJNMNYOHORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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