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Financial planning in Cleveland, OH

17 advisers in Cleveland offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 17

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 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 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 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 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 reported
Highland 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 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 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 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 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 reported