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Advisers in Independence, OH

14 advisers in Independence — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (6)Flat / fixed fees (13)Retirement plan consulting (6)

All advisers

Appaloosa Wealth Management LLCCrown Centre 5005 Rockside Road, Suite 600 · Independence, OH 44131 · (216) 573-3725 · Financial planningCRD 169935 · % of assets, Hourly charges, Fixed fees · $88.6 million AUMState registeredNo commissions reportedBurns Financial Advisors, INC.5005 Rockside Road Suite 600 · Independence, OH 44131 · (216) 573-3737 · Flat / fixed feesCRD 111826 · % of assets, Fixed fees, Performance-based fees · $10.1 million AUMState registeredNo commissions reportedEnza Financial, LLC6450 Rockside Woods Blvd S, Suite 150 · Independence, OH 44131 · (216) 236-0700 · Financial planningCRD 315827 · % of assets, Hourly charges, Other · $191.2 million AUMSEC registeredNo commissions reportedFairway Wealth Management LLC6055 Rockside Woods Blvd., Suite 330 · Independence, OH 44131 · (216) 573-7200 · Financial planningCRD 311031 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedGatepass Capital, LLC5005 Rockside Road, Suite 230 · Independence, OH 44131 · (833) 428-3727 · Financial planningCRD 329404 · % of assets, Fixed fees, Performance-based fees · $299.1 million AUMSEC registeredNo commissions reportedGateway Asset Management, LLC2 Summit Park Drive, Suite 100 · Independence, OH 44131 · (440) 484-3258 · Financial planningCRD 311521 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reportedIndependence Wealth Advisors, LLC6100 Oak Tree Blvd South, Suite 130 · Independence, OH 44131 · (216) 268-3888 · Financial planningCRD 306236 · % of assets, Fixed fees · $210.3 million AUMSEC registeredNo commissions reportedKedzior Wealth Management LLC4500 Rockside Road, Suite 440 · Independence, OH 44131 · (216) 264-4395 · Financial planningCRD 289293 · % of assets, Fixed fees · $85.0 million AUMState registeredNo commissions reportedPeck & Associates, LLC6060 Rockside Woods Blvd, Suite 125 · Independence, OH 44131 · (216) 520-1323 · Financial planningCRD 121055 · % of assets, Hourly charges, Fixed fees · $8.7 million AUMState registeredNo commissions reportedPrasad Wealth Partners6050 Oak Tree Blvd., Suite 100 · Independence, OH 44131 · (216) 313-9999 · Financial planningCRD 332507 · % of assets, Fixed fees · $572.1 million AUMSEC registeredNo commissions reported
Riverview Research, LLC6595 Brecksville Road, Suite 3 · Independence, OH 44131 · (216) 573-0420 · Flat / fixed feesCRD 162318 · % of assets, Fixed fees · $990.8 million AUMSEC registeredNo commissions reportedSpinnaker Financial Group, LLC5005 Rockside Road, Suite 600-103 · Independence, OH 44131 · (888) 615-4101 · Financial planningCRD 165279 · % of assets, Fixed fees · $59.4 million AUMState registeredNo commissions reportedStrategic Wealth Partners, LTD.5005 Rockside Road, Suite 1200 · Independence, OH 44131 · (216) 800-9000 · Financial planningCRD 148586 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedTempo Wealth6133 Rockside Road, Building II, Suite 400 · Independence, OH 44131 · (440) 568-3676 · Financial planningCRD 336316 · % of assets, Fixed fees · $804.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Independence? 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.