Fee-OnlyFinder

Financial planning in Independence, OH

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

All 12

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 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 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 reported
Strategic 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