Fee-OnlyFinder

Advisers in Broadview Heights, OH

4 advisers in Broadview Heights — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)Flat / fixed fees (3)

All advisers

Ascend Wealth Advisors, LLC7750 Town Centre Drive, Suite 800 · Broadview Heights, OH 44147 · (440) 725-1902 · % of assets managedCRD 165774 · % of assets · $41.6 million AUMState registeredNo commissions reportedCbs Funding, INC.10155 Broadview Road, Suite 6 · Broadview Heights, OH 44147 · (440) 717-1604 · Financial planningCRD 158408 · % of assets, Hourly charges, Fixed fees · $70.5 million AUMState registeredNo commissions reportedCornerstone Asset Management Services, INC.1000 W Wallings Rd, Suite D · Broadview Heights, OH 44147 · (440) 746-0707 · Financial planningCRD 137712 · % of assets, Hourly charges, Fixed fees · $37.6 million AUMState registeredNo commissions reportedCunningham Wealth Management60 Eagle Valley Court · Broadview Heights, OH 44147 · (440) 717-1350 · Financial planningCRD 148023 · % of assets, Hourly charges, Fixed fees · $94.2 million AUMState registeredNo commissions reported
Talking to advisers in Broadview Heights? 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.