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Advisers in Beachwood, OH

16 advisers in Beachwood — 16 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (9)Flat / fixed fees (10)Retirement plan consulting (8)

All advisers

Adaptive Financial Consulting, LLC3401 Enterprise Parkway, Suite 340 · Beachwood, OH 44122 · (440) 359-3468 · Financial planningCRD 288185 · % of assets · $547.1 million AUMSEC registeredNo commissions reportedAngart & CO.2855 Sulgrave Road · Beachwood, OH 44122 · (216) 534-4424 · Financial planningCRD 121394 · % of assets, Hourly charges · $16.1 million AUMState registeredNo commissions reportedCm Wealth Advisors LLC2000 Auburn Drive, Suite 400 · Beachwood, OH 44122 · (216) 831-9667 · Financial planningCRD 119467 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedKosmin Wealth Management23811 Chagrin Blvd, Suite 100 · Beachwood, OH 44122 · (216) 595-1995 · Financial planningCRD 298138 · % of assets, Hourly charges, Fixed fees · $17.6 million AUMState registeredNo commissions reportedNewport Investment Advisors INC23775 Commerce Park, Suite 3 · Beachwood, OH 44122 · (216) 514-5151 · % of assets managedCRD 113175 · % of assets · $198.0 million AUMSEC registeredNo commissions reportedNorth Star Advisory Group, LLC2000 Auburn Drive, Suite 415 · Beachwood, OH 44122 · (216) 202-0202 · Financial planningCRD 171694 · % of assets, Hourly charges, Fixed fees · $289.1 million AUMSEC registeredNo commissions reportedOncenter Financial Advisors LLC400 Park Avenue, Suite 409 · Beachwood, OH 44122 · (216) 296-7373 · Financial planningCRD 168013 · % of assets, Hourly charges, Fixed fees · $54.6 million AUMState registeredNo commissions reportedOneseven24400 Chagrin Blvd., Suite 310 · Beachwood, OH 44122 · (216) 865-1700 · Financial planningCRD 283087 · % of assets, Hourly charges, Fixed fees · $7.7 billion AUMSEC registeredNo commissions reportedOrg Portfolio Management LLC3201 Enterprise Parkway, Suite 150 · Beachwood, OH 44122 · (216) 468-0055 · Hourly feesCRD 130198 · % of assets, Hourly charges, Fixed fees · $6.4 billion AUMSEC registeredNo commissions reportedShaker Investments3201 Enterprise Parkway, Suite 310 · Beachwood, OH 44122 · (216) 292-2950 · Financial planningCRD 119135 · % of assets, Performance-based fees · $258.8 million AUMSEC registeredNo commissions reported
Stratos Wealth Advisors LLC3750 Park East Drive, Suite 200 · Beachwood, OH 44122 · (440) 519-2500 · Financial planningCRD 283816 · % of assets, Hourly charges, Fixed fees · $5.6 billion AUMSEC registeredNo commissions reportedStratos Wealth Partners, LTD3750 Park East Dr, Ste 200 · Beachwood, OH 44122 · (440) 519-2500 · Financial planningCRD 153184 · % of assets, Hourly charges, Fixed fees · $18.6 billion AUMSEC registeredNo commissions reportedThomas & Company LLC25800 Science Park Drive, Suite 150 · Beachwood, OH 44122 · (216) 292-9901 · % of assets managedCRD 164731 · % of assets · $81.3 million AUMState registeredNo commissions reportedTidmore Retirement Planning Specialists2000 Auburn Drive, Suite 200 · Beachwood, OH 44122 · (440) 498-1396 · Financial planningCRD 121028 · % of assets, Fixed fees, Other · $112.9 million AUMSEC registeredNo commissions reportedVan Cleef Asset Management INC3201 Enterprise Pkwy, Suite 140 · Beachwood, OH 44122 · (216) 464-0253 · % of assets managedCRD 105768 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedWinslow Asset Management INC3333 Richmond Rd #180 · Beachwood, OH 44122 · (216) 360-4700 · Flat / fixed feesCRD 106337 · % of assets, Fixed fees · $626.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Beachwood? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.