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Noah Henson

National Wealth Management Group, LLC
9 Years of Experience
Cincinnati, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Noah Henson is a registered investment advisor at National Wealth Management Group, LLC, based in Cincinnati, OH, with 9 years of industry experience. Noah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.

National Wealth Management Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$407K average
Assets Under Management
$534.9M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.

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

Location

11260 Chester Road, Suite 250, Cincinnati, OH, 45246-0002

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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 ActivitiesSells Insurance

Noah operates under several DBAs for his LPL business, including Alpina Financial Consultants, LLC and Jones & Sons Financial. He also sells non-variable insurance, owns rental real estate, coaches high school baseball, and provides investment advisory services through National Wealth Management Group, LLC, dedicating full-time hours to this last activity.

Employment History
Current Registrations
National Wealth Management Group, LLC
January 2022 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
National Wealth Management Group, LLC
August 2021 - December 2021 · 4 mos
MML Investors Services, LLC
October 2017 - August 2021 · 3 yrs 10 mos
MML Investors Services, LLCBroker
March 2017 - August 2021 · 4 yrs 5 mos
State Registrations10 states
FLILINKYMDMINCOHTNTX
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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