Athyra Financial Partners, LLC is a registered investment advisor founded in 2026 and based in Cincinnati, Ohio. Operating as a fiduciary, Athyra provides personalized investment management and holistic financial planning services to individuals, families, and business owners. The firm focuses on helping clients reduce financial stress through transparent, cost-efficient, and disciplined advice. Athyra's services include goals-focused portfolio management, tax planning strategies like Roth conversions, insurance policy evaluations, and coordination with estate planning attorneys. Athyra constructs globally diversified portfolios primarily using low-cost exchange-traded funds and mutual funds, following a buy-and-hold philosophy. The firm does not sell products or receive commissions, instead charging fees based on the value of the portfolio under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are billed quarterly. Athyra Financial Partners retains the right to negotiate reduced fees on a case-by-case basis.