Thomas
Curti

Wealth Dimensions Group, LTD

CRD#1033019
Investment Advisor
in Cincinnati, OH

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About this Advisor

Thomas Curti is a certified financial planner who works in Cincinnati, Ohio with a total of 20 years of relevant experience. Curti works at Wealth Dimensions Group, LTD. Curti has gained experience at Spectrum Financial Services, Inc, Wealth Dimensions Group, LTD(Fna Spectrum Fin'L Advisors, LLC) and Wealth Dimensions Family Office, Inc (Fna Spectrum Fin'L Svcs). Curti has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky, Ohio and Texas. Wealth Dimensions Group, LTD is a business that has its headquarters in Cincinnati, OH. It oversees $708 million in assets under management among its 2,036 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 2,036 client accounts, 49% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Wealth Dimensions Group, LTD most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7870 E Kemper Road Suite 330
Cincinnati, OH 45249

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Wealth Dimensions Group, LTD Brokerage Details

Total Assets Under Management

$707,888,549

OH Average: $2,106,341,625
Total Number of Employees

19

OH Average: 34
Total Number of Accounts

2,036

OH Average: 1,972
Average Account Size

$347,686

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas Curti Work History

Thomas has been registered as a financial advisor for 20 years.*

2015 - Present (9 years)

Wealth Dimensions Family Office, Inc (Fna Spectrum Fin'L Svcs)

2009 - Present (15 years)

Wealth Dimensions Group, LTD(Fna Spectrum Fin'L Advisors, LLC)

1986 - 2015 (29 years)

Spectrum Financial Services, Inc

*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 Thomas Curti 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 Wealth Dimensions Group, LTD

Megan Bosco
Cincinnati, OH
Robert Feather
Cincinnati, OH
Thomas Schiller
Cincinnati, OH
Eric Loftus
Cincinnati, OH
Erik Smith
Cincinnati, OH
Sean Paddock
Cincinnati, OH
Thomas Cooney
Cincinnati, OH
Daniel Vogelpohl
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.

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