LINEWEAVER WEALTH ADVISORS
SEC RegisteredYour Ohio Resource To A Successful Retirement
About the firm
For 27 years, Lineweaver Financial Group has helped prepare individuals for a successful retirement. In 2013, they expanded to create a Deferred Compensation department with a focus on first responders, educators, and municipal workers. Lineweaver Wealth Advisors, LLC is a Registered Investment Advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, deferred compensation, guidance on Ohio's five state retirement plans (OPERS, STRS, OP&F, SERS, HPRS), Social Security maximization, tax reduction, asset preservation, protection from medical catastrophes, life insurance, college planning, and legal document guidance.
Who they serve
State employees including first responders, educators, and municipal workers, as well as individuals preparing for retirement in Ohio.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,920 | $561M |
| High Net Worth Individuals | 176 | $379M |
| Charitable Organizations | 28 | $128M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.85% |
| $500,001 - $5,000,000 | 1.65% |
| $5,000,001 - $10,000,000 | 1.50% |
| Over $10,000,000 | 1.25% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LINEWEAVER WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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