Joshua
Bentz
Truepoint, Inc
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About this Advisor
Joshua Bentz is a certified financial planner working in Cincinnati, Ohio. Bentz is on the advisory team at Truepoint, Inc. The advisor has gained experience at Wealthpoint Advisors, Ami Investment Management, Dekko Investment Services, Purdue University, Noble Hawk Golf Links and Truepoint Inc. Bentz holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Ohio. Truepoint, Inc is an advisory business operating out of Cincinnati, OH. The company has offices in two locations and a total of 81 people on staff. It controls $4 billion in assets under management among its 8,663 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 23 charities and foundations. Of its 8,663 customer accounts, 47% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services typically are based on the type of financial services provided. However, fee types charged by Truepoint, Inc can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truepoint, Inc Brokerage Details
$4,210,571,024
81
8,663
$486,041
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joshua Bentz Work History
Joshua has been registered as a financial advisor for 0 years.*
Truepoint Inc
Wealthpoint Advisors
Ami Investment Management
Dekko Investment Services
Purdue University
Noble Hawk Golf Links
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Bentz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truepoint, Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
