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James M. Lenhoff, CFP®

Specializing in holistic wealth management through integrated financial services.

Wealthquest Corporation
PRESIDENT

Cincinnati

OH

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealthquest Corporation 13 years, 1 month Sep 2006 - Present
Wealthquest Corporation 13 years, 1 month Sep 2006 - Present
Wealth Planning Corporation 1 year, 3 months May 2005 - Aug 2006

Designations & Memberships

Membership information not available

Articles and Answers

Insights by James Lenhoff

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
How do I check my 401k balance?
Zakiyyah, The best place to start gathering information about your workplace benefits, including your 401k, is with your company's human resources department. They will be able to tell you which custodian is managing the retirement plan. The custodian should be reporting your balance on monthly sta...  (more)
Answered Mar 2015
How do I find my retirement plan?
Leonard, Are you talking about a company sponsored retirement account? If so, you should contact the HR department of your current or former employer....  (more)
Answered Apr 2015
How much is in my 401k?
Keywanda, The best place to start start gathering information about your 401k, is with your company's human resources department. They will be able to tell you which custodian is managing the retirement plan. The custodian should be reporting your balance on monthly or quarterly statements (whether...  (more)
Answered May 2015
How much is in my 401k i use to work for daffy's?
Keywanda, The best place to start start gathering information about your 401k, is with your company's human resources department. They will be able to tell you which custodian is managing the retirement plan. The custodian should be reporting your balance on monthly or quarterly statements (whether...  (more)
Answered May 2015
Just got laid off Seadrill West Africa need my 401k only been with them since July 2014?
Robert, Sorry to hear about the lay off, I hope some other work opportunities present themselves soon. Because you worked with the company for such a short time, the first step will be to contact the Human Resources department of the company and confirm that you were eligible to participate in the...  (more)
Answered Mar 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 16, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Sep 13, 2014
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Jan. 17, 2019
      • $615.0
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 850
        number of clients
      • $0.7
        Estimated Average Account Balance Per Client

    Wealthquest Corporation

    Last updated on March 28, 2017
      • $757.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $230.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees