Tillar Wenstrup Advisors, LLC is a large advisory firm based in Centerville. It manages $181.03 million of regulatory assets for 432 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Kentucky, and 3 other states.
Tillar Wenstrup Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tillar Wenstrup Advisors, LLC is $181.03 million. The firm's AUM has grown by 586% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tillar Wenstrup Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Tillar Wenstrup Advisors is high net worth individuals with 82 clients and $126.21 million of assets under management. Among the 7 most similar advisory firms, Tillar Wenstrup Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $176.25 million for 245 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tillar Wenstrup Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tillar Wenstrup Advisors, LLC performs its advisory services is located at 1065 E. Centerville Station Road, Centerville, OH 45459, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-428-9700 or by fax 937-436-7504. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at twadvisors.com.