Bethany Huffman
Bethany Huffman is a CFP-designated registered investment advisor at Huffman Wealth Management, based in Cincinnati, OH, with 16 years of industry experience. Bethany 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 200 clients with $86M 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 $50K | 1.25% |
| $50K - $100K | 1.10% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
529 Plans managed by HWM: 0.50%
Fee Estimator
Location
8170 Corporate Park Drive, Suite 100, Cincinnati, OH, 45242
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 ActivitiesSells Insurance
Bethany is a notary public for the State of Ohio, spending minimal time on this activity. She also sells insurance products through Diversified Brokerage and Huffman Wealth Management, LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
Huffman Wealth Management
Previous Registrations
LPL Financial LLC
Bohmer Kilcoyne Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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.