Fee-OnlyFinder

Advisers in Cleveland, OH

26 advisers in Cleveland — 26 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (17)Hourly fees (10)Flat / fixed fees (20)Retirement plan consulting (10)

All advisers

Ancora Private Wealth Advisors, LLC6060 Parkland Boulevard, Suite 200 · Cleveland, OH 44124 · (216) 825-4000 · Financial planningCRD 124845 · % of assets, Fixed fees, Performance-based fees · $3.9 billion AUMSEC registeredNo commissions reportedAncora Retirement Plan Advisors, LLC6060 Parkland, Suite 200 · Cleveland, OH 44124 · (216) 593-5090 · Flat / fixed feesCRD 31256 · % of assets, Fixed fees, Other · $1.5 billion AUMSEC registeredNo commissions reportedBeacon Financial Advisory LLC25825 Science Park Drive, Suite 110 · Cleveland, OH 44122 · (216) 910-1850 · Financial planningCRD 174334 · % of assets, Hourly charges, Fixed fees · $900.7 million AUMSEC registeredNo commissions reportedBluestone Private Wealth, LLC1382 West Ninth Street, Suite 205 · Cleveland, OH 44113 · (216) 299-1883 · Financial planningCRD 326055 · % of assets · $190.4 million AUMSEC registeredNo commissions reportedBoyd Watterson Asset Management, LLC1301 East 9th Street, Suite 2900 · Cleveland, OH 44114 · (216) 771-3450 · Flat / fixed feesCRD 107808 · % of assets, Fixed fees, Performance-based fees · $18.8 billion AUMSEC registeredNo commissions reportedCbiz Investment Advisory Services, LLC5959 Rockside Woods Blvd N, Suite 600 · Cleveland, OH 44131 · (216) 447-9000 · Financial planningCRD 286002 · % of assets, Hourly charges, Fixed fees · $12.8 billion AUMSEC registeredNo commissions reportedClearstead; Clearstead Advisory Solutions1100 Superior Ave East, Suite 700 · Cleveland, OH 44114 · (216) 621-1090 · Financial planningCRD 105674 · % of assets, Hourly charges, Fixed fees · $33.9 billion AUMSEC registeredNo commissions reportedCleveland Wealth, LLC600 Superior Avenue East, Suite 2550 · Cleveland, OH 44114 · (216) 810-5900 · Financial planningCRD 282196 · % of assets, Fixed fees, Other · $506.6 million AUMSEC registeredNo commissions reportedClutterbuck Capital Management LLC50 Public Square, Suite 4100 · Cleveland, OH 44113 · (216) 539-1181 · % of assets managedCRD 140082 · % of assets, Performance-based fees, Other · $233.4 million AUMSEC registeredNo commissions reportedConfiance, Financial & Investment Advisors600 Superior Avenue E., Suite 1300 · Cleveland, OH 44114 · (866) 987-8781 · Financial planningCRD 147697 · % of assets, Fixed fees · $31.4 million AUMState registeredNo commissions reported
Conservativemoney LLC1315 W 76th Street · Cleveland, OH 44102 · (216) 251-2100 · Hourly feesCRD 121306 · % of assets, Hourly charges, Fixed fees · $10.4 million AUMState registeredNo commissions reportedFirefly Wealth Management1468 West 9th Street, Suite 100 · Cleveland, OH 44113 · (216) 285-1140 · Financial planningCRD 331225 · % of assets, Fixed fees · $350,000 AUMState registeredNo commissions reportedFirst Fiduciary Investment Counsel INC6100 Oak Tree Blvd. Suite 185 · Cleveland, OH 44131 · (216) 643-9100 · Financial planningCRD 111144 · % of assets, Fixed fees · $565.5 million AUMSEC registeredNo commissions reportedGreat Lakes Retirement Planning, LLC1300 East 9th Street, Suite 750 · Cleveland, OH 44114 · (216) 230-4643 · Financial planningCRD 290434 · % of assets, Fixed fees · $5.3 million AUMState registeredNo commissions reportedHighland Consulting Associates INC.159 Crocker Park Blvd., Suite 350 · Cleveland, OH 44145 · (440) 808-1500 · Financial planningCRD 109834 · % of assets, Hourly charges, Fixed fees · $21.9 billion AUMSEC registeredNo commissions reportedHighland Consulting Associates International, INC.159 Crocker Park Blvd., Suite 350 · Cleveland, OH 44145 · (440) 899-1121 · Hourly feesCRD 282906 · % of assets, Hourly charges, Fixed fees · $76.6 million AUMSEC registeredNo commissions reportedIntentional Wealth Partners7017 Pearl Rd, Suite 12 · Cleveland, OH 44130 · (440) 545-1001 · Financial planningCRD 286157 · % of assets, Hourly charges, Fixed fees · $60.1 million AUMState registeredNo commissions reportedJourney Wealth Management22901 Millcreek Blvd., Suite 225 · Cleveland, OH 44122 · (216) 468-1333 · Financial planningCRD 298904 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedKlopp Investment Management LLC526 Superior Ave E, Ste 360 · Cleveland, OH 44114 · (216) 566-1100 · % of assets managedCRD 106145 · % of assets · $110.6 million AUMState registeredNo commissions reportedMai Capital Management, LLC6050 Oak Tree Blvd, Suite 500 · Cleveland, OH 44131 · (216) 920-4800 · Financial planningCRD 109807 · % of assets, Hourly charges, Fixed fees · $52.1 billion AUMSEC registeredNo commissions reportedNeo Investment Counsel, LLC2000 Auburn Drive Suite 200 · Cleveland, OH 44122 · (216) 250-1410 · % of assets managedCRD 309018 · % of assets · $81.3 million AUMState registeredNo commissions reportedPark Edge Advisors, LLC2360 W 11th St · Cleveland, OH 44113 · (216) 727-0144 · Financial planningCRD 317521 · % of assets, Hourly charges, Fixed fees · $522.5 million AUMSEC registeredNo commissions reportedReturn on Life Wealth Partners7000 Fitzwater Road, Suite 300 · Cleveland, OH 44141 · (440) 740-0130 · Financial planningCRD 112879 · % of assets, Hourly charges, Subscription fees · $472.5 million AUMSEC registeredNo commissions reportedVolition Financial Network, LLC3615 Superior Avenue, Suite 3102j · Cleveland, OH 44114 · (440) 622-1566 · % of assets managedCRD 304366 · % of assets, Other · $21.9 million AUMState registeredNo commissions reportedWellspring Family Office5900 Landerbrook Drive, Suite 100 · Cleveland, OH 44125 · (216) 367-0680 · Financial planningCRD 143112 · % of assets, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedWilde Capital Management, LLC1300 East 9th Street Suite 750 · Cleveland, OH 44114 · (866) 894-5332 · % of assets managedCRD 281891 · % of assets, Performance-based fees · $10.2 million AUMState registeredNo commissions reported
Talking to advisers in Cleveland? 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.