Fee-OnlyFinder

Advisers in Rocky River, OH

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

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

All advisers

Ccf Advisors LLC21851 Center Ridge Road Suite 404 · Rocky River, OH 44116 · (440) 253-2077 · Financial planningCRD 141018 · % of assets, Fixed fees · $13.8 million AUMState registeredNo commissions reportedColetta Capital, LLC19111 Detroit Rd, Suite 300 · Rocky River, OH 44116 · (440) 641-0153 · Financial planningCRD 322161 · % of assets, Fixed fees · $7.7 million AUMState registeredNo commissions reportedProvidence Financial Services, LLC1154 Linda Street, Suite 200 · Rocky River, OH 44116 · (440) 333-1393 · Financial planningCRD 135093 · % of assets, Hourly charges, Fixed fees · $12.6 million AUMState registeredNo commissions reportedZak Advisory, LLC19035 Old Detroit Road, Suite 210 · Rocky River, OH 44116 · (216) 970-1904 · % of assets managedCRD 162308 · % of assets · $6.0 million AUMState registeredNo commissions reported
Talking to advisers in Rocky River? 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.