Wells Trecaso Financial Group, LLC

Wells Trecaso Financial Group, LLC (WTFG) is a registered investment adviser offering financial planning, consulting, and investment management services. Established in November 2017, WTFG is owned by Douglas Wells, Ralph Trecaso, Christopher Walters, and Samuel Trecaso. The firm manages $533,336,384 in assets on a discretionary basis. Services include financial planning, retirement planning, and investment portfolio management. Clients have discretion over decisions and are not obligated to act on recommendations. The firm's investment strategy includes the "Wells Trecaso Valuation Model" for stock selection and a fixed income strategy based on safety and income. Clients are charged an annual fee based on assets under management, ranging from 0.35% to 1.75%. Retirement plan consulting services are also offered. WTFG does not engage in performance-based fees and serves various client types, including individuals and organizations. The firm's investment philosophy focuses on growth at reasonable prices and risk management. Clients receive transaction confirmations and account statements directly from custodians. WTFG has investment discretion and does not vote client securities. The firm does not compensate third-party solicitors for client referrals. Additionally, WTFG receives economic benefits from Raymond James for services provided. The firm has not been involved in any material legal or disciplinary events.