Fee-OnlyFinder

Advisers in Westlake, OH

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

Hourly fees (9)Flat / fixed fees (11)Retirement plan consulting (3)

All advisers

Amfg Wealth Management LLC924 Westpoint Parkway, Suite 100 · Westlake, OH 44145 · (440) 249-0397 · Financial planningCRD 292160 · % of assets, Hourly charges · $58.7 million AUMState registeredNo commissions reportedAthletes Financial Advisers, LLC159 Crocker Park Blvd., Suite 400 · Westlake, OH 44145 · (949) 776-3310 · Financial planningCRD 284993 · % of assets, Fixed fees · $67.1 million AUMState registeredNo commissions reportedBalanced Wealth Group LLC1991 Crocker Road, Suite 300 · Westlake, OH 44145 · (440) 871-6501 · Financial planningCRD 328007 · % of assets, Hourly charges, Fixed fees · $494.1 million AUMSEC registeredNo commissions reportedCleveland Retirement Planning LLC1991 Crocker Road,, Suite 600 · Westlake, OH 44145 · (216) 801-4874 · Financial planningCRD 308911 · % of assets, Fixed fees · $48.8 million AUMState registeredNo commissions reportedCornerstone Wealth Management27366 Center Ridge Road · Westlake, OH 44145 · (440) 899-4000 · Financial planningCRD 106950 · % of assets, Hourly charges, Fixed fees · $628.7 million AUMSEC registeredNo commissions reportedCoyne Capital Management, LLC24600 Center Ridge Road, Ste. 220 · Westlake, OH 44145 · (440) 360-7422 · Financial planningCRD 152814 · % of assets · $76.8 million AUMState registeredNo commissions reportedDefiant Financial Services LLC30400 Detroit Road, Suite 305 · Westlake, OH 44145 · (440) 385-0208 · Financial planningCRD 314403 · % of assets, Hourly charges, Fixed fees · $83.2 million AUMState registeredNo commissions reportedJps Financial, LLC2001 Crocker Road, Suite 530 · Westlake, OH 44145 · (440) 899-6350 · Financial planningCRD 169208 · % of assets, Hourly charges, Fixed fees · $377.0 million AUMSEC registeredNo commissions reportedKeystone Financial Planning, INC1991 Crocker Road, Suite 204 · Westlake, OH 44145 · (440) 234-6323 · Financial planningCRD 104640 · % of assets, Fixed fees · $406.9 million AUMSEC registeredNo commissions reportedKinetic Wealth Investment Advisors, LLC28045 Clemens Rd, Suite D · Westlake, OH 44145 · (440) 250-9500 · Financial planningCRD 311536 · % of assets, Hourly charges, Fixed fees · $214.5 million AUMSEC registeredNo commissions reported
Lesjak Planning, LLC1991 Crocker Rd, Suite 575 · Westlake, OH 44145 · (440) 871-9500 · Financial planningCRD 110090 · % of assets, Hourly charges, Fixed fees · $396.0 million AUMSEC registeredNo commissions reportedMichael Brady & CO., LLC28871 Center Ridge Road, Suite 102 · Westlake, OH 44145 · (440) 235-2100 · Financial planningCRD 130093 · % of assets, Fixed fees · $248.6 million AUMSEC registeredNo commissions reportedParadigm Wealth Management, LLC159 Crocker Park Blvd, Suite 100 · Westlake, OH 44145 · (440) 892-5900 · Financial planningCRD 148662 · % of assets, Hourly charges, Other · $563.4 million AUMSEC registeredNo commissions reportedProsperity Capital Advisors30400 Detroit Road, Suite 201 · Westlake, OH 44145 · (888) 240-0064 · Financial planningCRD 156480 · % of assets, Hourly charges, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Westlake? 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.