Q
Queen City Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Queen City Wealth Partners provides investment management and financial planning services to individuals and high‑net‑worth clients, offering both ongoing and project‑based planning engagements and discretionary portfolio management. The firm operates on a fee‑only basis and may advise on equities, fixed income, mutual funds, ETFs, cash equivalents, and cryptocurrency exposure directly or via investment vehicles.
The firm’s investment approach blends Modern Portfolio Theory and fundamental analysis, using a mix of passive and active vehicles to construct asset‑allocation driven portfolios tailored to client goals and risk tolerance. QCWP may engage independent outside managers and subscribe to third‑party model portfolios while retaining responsibility for ongoing monitoring and periodic reviews of those solutions.
What sets the firm apart from many peers is its routine selection and recommendation of other advisers and model portfolios, supported by due diligence that assesses managers’ performance, holdings, and compliance infrastructure — a practice the brochure highlights as part of its service model. The firm is newly formed and reported no assets under management at filing, and the brochure discloses that the principal maintains substantial outside employment that occupies a majority of their time.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Demographic focus
Young Professionals
Fee options
Project-Based Financial Planning fees range from $300 to $10,000; Ongoing Financial Planning initial fee $500 - $3,000 plus monthly fixed fee $100 to $2,000.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Ongoing Financial Planning: $100 to $2,000 per month (fixed fee); Project-Based Financial Planning: $300 to $10,000 fixed fee; fees negotiable.
Main office location
Queen City Wealth
Cincinnati OH, United States
Number of offices
1
Most active in
Queen City Wealth has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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