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Personal Choice Financial Advisors, LLC (Cincinnati)


Personal Choice Financial Advisors, LLC is an adviser based in Cincinnati. It manages $78.21 million of regulatory assets for 297 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Ohio and Texas.




Personal Choice Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Personal Choice Financial Advisors: assets under management

The assets under management (AUM) of Personal Choice Financial Advisors, LLC is $78.21 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.36 million in discretionary accounts and $9.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $254.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $351.92 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Personal Choice Financial 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.

Based in Cincinnati

The principal office where Personal Choice Financial Advisors, LLC performs its advisory services is located at 4555 Lake Forest Drive, Cincinnati, OH 45242 3785, which is also the mailing address of the firm. An additional office of the firm is in West Chester, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-588-8080 or by fax 513-488-1120. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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