Top financial advisors in Middleburg Heights, OH
We've curated a list of the best financial advisors in Middleburg Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $270,685,729 Number of advisors 10 advisors | |||
| 2 | Assets under management $178,220,101 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Middleburg Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Fidato Wealth LLC
Fidato Wealth LLC is a financial advisor firm established in 2011, specializing in Asset Management and Financial Planning & Consulting services. The firm's assets under management total $270,685,729 as of December 31, 2022. Clients can expect tailored investment strategies, including individual stock and bond portfolios, ETFs, and mutual funds. Fidato Wealth LLC emphasizes continuous account supervision, with quarterly reviews and potential rebalancing based on client needs and goals. Financial planning services cover various areas such as investment, retirement, estate, and tax planning. For Asset Management services, fees are based on a percentage of assets under management, ranging from 0.50% to 1.50%. The minimum annual fee for directly managed accounts is $5,000. Financial planning clients may be charged a consultation fee ranging from $500 to $1,000, which can be waived upon engaging with the firm. The firm does not charge performance-based fees or accept commissions for securities sales. Fidato Wealth LLC acts as a fiduciary, prioritizing clients' best interests and maintaining high ethical standards. The firm does not provide cash or non-cash compensation for client referrals. Clients' accounts are reviewed quarterly, and the firm does not accept proxy authority to vote client securities. The firm participates in TD Ameritrade's institutional program, offering benefits such as research services and discounted commission rates. Fidato Wealth LLC does not have custody of client funds and does not exercise discretion over non-Asset Management clients' accounts.
$270,685,729 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Fourth Dimension Wealth, LLC
Fourth Dimension Wealth, LLC is an independent investment advisory firm established in 2019 and registered with the SEC. Founded by Doug Magers, the firm offers advisory services primarily through individual investment adviser representatives. Services include asset allocation programs, third-party advisory programs, and financial planning services. Clients have the option to place restrictions on investments and discretionary powers granted to the firm. Personal financial planning services cover various areas such as investment portfolio asset allocation, retirement planning, and tax planning. Investment management services include discretionary and non-discretionary account management, with portfolios consisting of various securities. Fees for personal financial planning services range from $2,500 to $5,000, while advisory fees for managed accounts are negotiable and not based on capital gains. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, trusts, corporations, and retirement plans, with a minimum account size of $10,000. FDW does not have any disciplinary history and does not accept authority to vote proxies on behalf of clients. The firm does not require prepayment in advance and has not been subject to bankruptcy.
$178,220,101 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Middleburg Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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