Derek Tinnin is a CFP-designated registered investment advisor at Altiora Financial Group, LLC, based in Lebanon, OH, with 17 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 134 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Altiora Financial Group combines investment and financial advisory services for a flat, fixed annual retainer fee. The fee is negotiated individually, generally ranging from $4,000 to $12,000 per year, depending on the scope of services, complexity, time involvement, number and type of accounts, number of objectives, number of individuals, ongoing administrative needs, and other requirements. Altiora does not charge a percentage of your portfolio.
Location
Lebanon, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Altiora Financial Group, LLC
Previous Registrations
Generations Wealth, LLC
Purpose Wealth
State Registrations2 states
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