Future Financial Wealth Management Group provides financial planning and portfolio management for individuals and small businesses.
Future Financial Wealth Management Group reports 218 clients. They include 160 individual clients and 58 high-net-worth individuals. Of its assets, 100.0% ($193M across 595 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $193M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 24% |
| High-net-worth individuals | 27% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 160 | $47.3M | 24.5% | $296K |
| High-net-worth individuals | 58 | $146M | 75.5% | $2.52M |
| Total | 218 | $193M | 100% | $887K |
- Clients
- 160
- Regulatory AUM
- $47.3M
- AUM share
- 24.5%
- Avg. per client
- $296K
- Clients
- 58
- Regulatory AUM
- $146M
- AUM share
- 75.5%
- Avg. per client
- $2.52M
Total
- Clients
- 218
- Regulatory AUM
- $193M
- AUM share
- 100%
- Avg. per client
- $887K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Future Financial Wealth Management Group charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Financial planning is a negotiated fixed fee of up to $25,000.00, or an hourly rate of $150.00 to $300.00.
Dennis Marinich owns 50% to 75% of Future Financial Wealth Management Group. It has 4 employees, 2 of them in advisory roles.
Leadership
- Dennis MarinichManaging Member
- Dennis MarinichManaging Member and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- 2 soliciting firms
- Owns 50% to 75% of Future Financial Wealth Management Group, LLC
Dennis Marinich
Control person · since April 2016
Future Financial Wealth Management Group’s regulatory assets grew from $145M (January 2021) to $193M (August 2026); clients rose from 162 to 218 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $193M | 218 | 4 | 2 |
| Mar 2025March 2025 | $184M | 226 | 3 | 2 |
| Jan 2024January 2024 | $171M | 212 | 3 | 2 |
| Jul 2023July 2023 | $157M | 197 | 2 | 1 |
| Feb 2022February 2022 | $158M | 639 | 3 | 1 |
| Jan 2021January 2021 | $145M | 162 | 3 | 1 |
Besides its headquarters, Future Financial Wealth Management Group has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Ohio · 1 listed address
- 7817 Cooper Road,, Suite D, CincinnatiHQ
Contact and registration details
- Legal name
- Future Financial Wealth Management Group, LLC
- Headquarters
- 7817 Cooper Road,, Suite D, Cincinnati, OH 45242
- Website
- future-financial.net
- Phone
- 513-817-3131
- SEC file
- 801-112274
- Structure
- Ohio LLC
- Fiscal year end
- December
Future Financial Wealth Management Group’s named custodian for separately managed accounts is Charles Schwab ($193M). Future Financial Wealth Management Group has custody of $193M for 595 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $193M100%
At year end, Future Financial Wealth Management Group’s separately managed accounts were mostly in funds (56%) and stocks (32%).
What the accounts hold
- Stocks32%
- Exchange-traded equities31%
- Non-exchange-traded equities1%
- Funds56%
- Registered funds55%
- Pooled vehicles1%
- Bonds1%
- Cash11%
How many clients does Future Financial Wealth Management Group have?
Future Financial Wealth Management Group has 218 clients and manages $193 million for them, as of August 2026. They include 160 individual clients and 58 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does Future Financial Wealth Management Group offer?
Future Financial Wealth Management Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Future Financial Wealth Management Group charge?
Future Financial Wealth Management Group charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does Future Financial Wealth Management Group use?
Future Financial Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $193M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026
How many financial advisors does Future Financial Wealth Management Group have?
Future Financial Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Future Financial Wealth Management Group invest in?
At the end of its last fiscal year, Future Financial Wealth Management Group’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 11% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Future Financial Wealth Management Group?
Future Financial Wealth Management Group’s direct owner is Dennis Marinich (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does Future Financial Wealth Management Group get paid?
Future Financial Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Future Financial Wealth Management Group?
Future Financial Wealth Management Group’s main office is at 7817 Cooper Road,, Suite D, Cincinnati, OH 45242. Its phone number is 513-817-3131. Its website is future-financial.net.