Deanna Sicking is a CFP-designated registered investment advisor at Truepoint, INC., based in Cincinnati, OH, with 24 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,934 clients with $6.4B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Truepoint Wealth Counsel may reduce its minimum fee or charge a reduced advisory fee based on specific circumstances. Minimum quarterly fees of $2,500 apply for Foundational accounts and $7,500 for True Wealth accounts below suggested asset minimums.
Fee Estimator
Location
9999 Carver Road, Suite 200, Cincinnati, OH, 45242
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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 →Other Business Activities
Deanna is a finance committee member, a trustee for Dress for Success, and a board member for the Junior League of Cincinnati Endowment. These activities are not investment-related.
Employment History
Current Registrations
Truepoint, INC.
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments 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.
Exams
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