POMEROY FINANCIAL PLANNING, LLC.

POMEROY FINANCIAL PLANNING, LLC. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 120409).

Registration

• CRD: 120409
• Type: Registered investment adviser
• Location: 7850 5 MILE RD, CINCINNATI, OH, 45230
• Phone: 513-802-8898
• Latest filing: 2026-02-26
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search