# Flat-fee financial advisors in Cleveland, OH

> AdvisorCensus lists 113 investment advisory firms with a principal office in the Cleveland metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/cleveland/flat-fee

## At a glance

- Investment advisory firms: 113
- Registration: SEC-registered investment adviser: 63, State-registered investment adviser: 50
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 24 (21%); Percentage of assets 107 (95%); Hourly charges 73 (65%); Subscription fees (newsletter or periodical) 2 (2%); Fixed fees 113 (100%); Commissions 5 (4%); Performance-based fees 10 (9%); Other 29 (26%)
- Regulatory assets under management (Item 5.F): Under $25 million 21 (19%); $25 million to $100 million 22 (19%); $100 million to $500 million 22 (19%); $500 million to $1 billion 15 (13%); $1 billion to $5 billion 12 (11%); Over $5 billion 12 (11%); Not reported 9 (8%)
- Years registered: Under 5 years 24 (21%); 5 to 9 years 23 (20%); 10 to 19 years 37 (33%); 20 years or more 29 (26%)

## Firms (page 1 of 3, 1 to 50 of 113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Alpha Planning and Financial Services, Inc.](https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842) ([md](https://advisorcensus.com/firm/alpha-planning-and-financial-services-inc-solon-oh-130842.md)) | 130842 | Solon, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Ancora Advisors LLC](https://advisorcensus.com/firm/ancora-advisors-llc-mayfield-heights-oh-124674) ([md](https://advisorcensus.com/firm/ancora-advisors-llc-mayfield-heights-oh-124674.md)) | 124674 | Mayfield Heights, OH | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee, Other |
| [Ancora Private Wealth Advisors, LLC](https://advisorcensus.com/firm/ancora-private-wealth-advisors-llc-cleveland-oh-124845) ([md](https://advisorcensus.com/firm/ancora-private-wealth-advisors-llc-cleveland-oh-124845.md)) | 124845 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee, Other |
| [Ancora Retirement Plan Advisors, LLC](https://advisorcensus.com/firm/ancora-retirement-plan-advisors-llc-cleveland-oh-31256) ([md](https://advisorcensus.com/firm/ancora-retirement-plan-advisors-llc-cleveland-oh-31256.md)) | 31256 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee, Other |
| [Appaloosa Wealth Management LLC](https://advisorcensus.com/firm/appaloosa-wealth-management-llc-independence-oh-169935) ([md](https://advisorcensus.com/firm/appaloosa-wealth-management-llc-independence-oh-169935.md)) | 169935 | Independence, OH | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Ascend Wealth Management](https://advisorcensus.com/firm/ascend-wealth-management-brunswick-oh-335269) ([md](https://advisorcensus.com/firm/ascend-wealth-management-brunswick-oh-335269.md)) | 335269 | Brunswick, OH | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Athletes Financial Advisers, LLC](https://advisorcensus.com/firm/athletes-financial-advisers-llc-westlake-oh-284993) ([md](https://advisorcensus.com/firm/athletes-financial-advisers-llc-westlake-oh-284993.md)) | 284993 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Balanced Wealth Group LLC](https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007) ([md](https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007.md)) | 328007 | Westlake, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Beacon Financial Advisory LLC](https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334) ([md](https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334.md)) | 174334 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Boyd Watterson Asset Management, LLC](https://advisorcensus.com/firm/boyd-watterson-asset-management-llc-cleveland-oh-107808) ([md](https://advisorcensus.com/firm/boyd-watterson-asset-management-llc-cleveland-oh-107808.md)) | 107808 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Burns Financial Advisors, Inc.](https://advisorcensus.com/firm/burns-financial-advisors-inc-independence-oh-111826) ([md](https://advisorcensus.com/firm/burns-financial-advisors-inc-independence-oh-111826.md)) | 111826 | Independence, OH | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Performance fee |
| [Capital Advisors, Ltd., LLC](https://advisorcensus.com/firm/capital-advisors-ltd-llc-shaker-heights-oh-153600) ([md](https://advisorcensus.com/firm/capital-advisors-ltd-llc-shaker-heights-oh-153600.md)) | 153600 | Shaker Heights, OH | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Carnegie Investment Counsel](https://advisorcensus.com/firm/carnegie-investment-counsel-pepper-pike-oh-150488) ([md](https://advisorcensus.com/firm/carnegie-investment-counsel-pepper-pike-oh-150488.md)) | 150488 | Pepper Pike, OH | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Cbiz Investment Advisory Services, LLC](https://advisorcensus.com/firm/cbiz-investment-advisory-services-llc-cleveland-oh-286002) ([md](https://advisorcensus.com/firm/cbiz-investment-advisory-services-llc-cleveland-oh-286002.md)) | 286002 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [Cbiz Retirement Plan Advisory Services](https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678) ([md](https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678.md)) | 16678 | Cleveland, OH | SEC-registered investment adviser | Under $25 million | 27 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [CBS Funding, Inc.](https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408) ([md](https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408.md)) | 158408 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [CCF Advisors LLC](https://advisorcensus.com/firm/ccf-advisors-llc-rocky-river-oh-141018) ([md](https://advisorcensus.com/firm/ccf-advisors-llc-rocky-river-oh-141018.md)) | 141018 | Rocky River, OH | State-registered investment adviser | Under $25 million | 20 | % of assets, Fixed fee |
| [Clearstead; Clearstead Advisory Solutions](https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674) ([md](https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674.md)) | 105674 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Hourly, Fixed fee, Other |
| [Cleveland Retirement Planning LLC](https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911) ([md](https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911.md)) | 308911 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Cleveland Wealth, LLC](https://advisorcensus.com/firm/cleveland-wealth-llc-cleveland-oh-282196) ([md](https://advisorcensus.com/firm/cleveland-wealth-llc-cleveland-oh-282196.md)) | 282196 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee, Other |
| [CM Wealth Advisors LLC](https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467) ([md](https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467.md)) | 119467 | Beachwood, OH | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee, Other |
| [Coletta Capital, LLC](https://advisorcensus.com/firm/coletta-capital-llc-rocky-river-oh-322161) ([md](https://advisorcensus.com/firm/coletta-capital-llc-rocky-river-oh-322161.md)) | 322161 | Rocky River, OH | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Confiance, Financial & Investment Advisors](https://advisorcensus.com/firm/confiance-financial-and-investment-advisors-cleveland-oh-147697) ([md](https://advisorcensus.com/firm/confiance-financial-and-investment-advisors-cleveland-oh-147697.md)) | 147697 | Cleveland, OH | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Conservativemoney LLC](https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306) ([md](https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306.md)) | 121306 | Cleveland, OH | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Cornerstone Asset Management Services, Inc.](https://advisorcensus.com/firm/cornerstone-asset-management-services-inc-broadview-heights-oh-137712) ([md](https://advisorcensus.com/firm/cornerstone-asset-management-services-inc-broadview-heights-oh-137712.md)) | 137712 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Cornerstone Family Office, LLC](https://advisorcensus.com/firm/cornerstone-family-office-llc-mayfield-heights-oh-120053) ([md](https://advisorcensus.com/firm/cornerstone-family-office-llc-mayfield-heights-oh-120053.md)) | 120053 | Mayfield Heights, OH | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [Cornerstone Wealth Management](https://advisorcensus.com/firm/cornerstone-wealth-management-westlake-oh-106950) ([md](https://advisorcensus.com/firm/cornerstone-wealth-management-westlake-oh-106950.md)) | 106950 | Westlake, OH | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly, Fixed fee |
| [Cunningham Wealth Management](https://advisorcensus.com/firm/cunningham-wealth-management-broadview-heights-oh-148023) ([md](https://advisorcensus.com/firm/cunningham-wealth-management-broadview-heights-oh-148023.md)) | 148023 | Broadview Heights, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Defiant Financial Services LLC](https://advisorcensus.com/firm/defiant-financial-services-llc-westlake-oh-314403) ([md](https://advisorcensus.com/firm/defiant-financial-services-llc-westlake-oh-314403.md)) | 314403 | Westlake, OH | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Edgewater Pro Sports Financial](https://advisorcensus.com/firm/edgewater-pro-sports-financial-avon-oh-135316) ([md](https://advisorcensus.com/firm/edgewater-pro-sports-financial-avon-oh-135316.md)) | 135316 | Avon, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Fairway Wealth Management LLC](https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031) ([md](https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031.md)) | 311031 | Independence, OH | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Family Life Financial Planning](https://advisorcensus.com/firm/family-life-financial-planning-mentor-oh-284922) ([md](https://advisorcensus.com/firm/family-life-financial-planning-mentor-oh-284922.md)) | 284922 | Mentor, OH | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Fidato Wealth LLC](https://advisorcensus.com/firm/fidato-wealth-llc-middleburg-heights-oh-158173) ([md](https://advisorcensus.com/firm/fidato-wealth-llc-middleburg-heights-oh-158173.md)) | 158173 | Middleburg Heights, OH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Financial Guidance Investment Advisers, Inc.](https://advisorcensus.com/firm/financial-guidance-investment-advisers-inc-olmsted-falls-oh-120856) ([md](https://advisorcensus.com/firm/financial-guidance-investment-advisers-inc-olmsted-falls-oh-120856.md)) | 120856 | Olmsted Falls, OH | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Financial Management Strategies, Inc.](https://advisorcensus.com/firm/financial-management-strategies-inc-broadview-hts-oh-120818) ([md](https://advisorcensus.com/firm/financial-management-strategies-inc-broadview-hts-oh-120818.md)) | 120818 | Broadview Hts., OH | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee |
| [Firefly Wealth Management](https://advisorcensus.com/firm/firefly-wealth-management-cleveland-oh-331225) ([md](https://advisorcensus.com/firm/firefly-wealth-management-cleveland-oh-331225.md)) | 331225 | Cleveland, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [First Fiduciary Investment Counsel Inc](https://advisorcensus.com/firm/first-fiduciary-investment-counsel-inc-cleveland-oh-111144) ([md](https://advisorcensus.com/firm/first-fiduciary-investment-counsel-inc-cleveland-oh-111144.md)) | 111144 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 50 | % of assets, Fixed fee |
| [First Mason Financial, LLC](https://advisorcensus.com/firm/first-mason-financial-llc-medina-oh-145025) ([md](https://advisorcensus.com/firm/first-mason-financial-llc-medina-oh-145025.md)) | 145025 | Medina, OH | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Fourth Dimension Wealth, LLC](https://advisorcensus.com/firm/fourth-dimension-wealth-llc-middleburg-heights-oh-306703) ([md](https://advisorcensus.com/firm/fourth-dimension-wealth-llc-middleburg-heights-oh-306703.md)) | 306703 | Middleburg Heights, OH | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Gatepass Capital, LLC](https://advisorcensus.com/firm/gatepass-capital-llc-independence-oh-329404) ([md](https://advisorcensus.com/firm/gatepass-capital-llc-independence-oh-329404.md)) | 329404 | Independence, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Performance fee |
| [Gateway Asset Management, LLC](https://advisorcensus.com/firm/gateway-asset-management-llc-independence-oh-311521) ([md](https://advisorcensus.com/firm/gateway-asset-management-llc-independence-oh-311521.md)) | 311521 | Independence, OH | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [GJW Investment Adviser LLC](https://advisorcensus.com/firm/gjw-investment-adviser-llc-medina-oh-135511) ([md](https://advisorcensus.com/firm/gjw-investment-adviser-llc-medina-oh-135511.md)) | 135511 | Medina, OH | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee |
| [Great Lakes Retirement Planning, LLC](https://advisorcensus.com/firm/great-lakes-retirement-planning-llc-cleveland-oh-290434) ([md](https://advisorcensus.com/firm/great-lakes-retirement-planning-llc-cleveland-oh-290434.md)) | 290434 | Cleveland, OH | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Grenadilla Advisory LLC](https://advisorcensus.com/firm/grenadilla-advisory-llc-beachwood-oh-336376) ([md](https://advisorcensus.com/firm/grenadilla-advisory-llc-beachwood-oh-336376.md)) | 336376 | Beachwood, OH | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Gross Investments LLC](https://advisorcensus.com/firm/gross-investments-llc-valley-city-oh-310119) ([md](https://advisorcensus.com/firm/gross-investments-llc-valley-city-oh-310119.md)) | 310119 | Valley City, OH | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Subscription, Fixed fee |
| [Highland Consulting Associates Inc.](https://advisorcensus.com/firm/highland-consulting-associates-inc-cleveland-oh-109834) ([md](https://advisorcensus.com/firm/highland-consulting-associates-inc-cleveland-oh-109834.md)) | 109834 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [Highland Consulting Associates International, Inc.](https://advisorcensus.com/firm/highland-consulting-associates-international-inc-cleveland-oh-282906) ([md](https://advisorcensus.com/firm/highland-consulting-associates-international-inc-cleveland-oh-282906.md)) | 282906 | Cleveland, OH | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Independence Wealth Advisors, LLC](https://advisorcensus.com/firm/independence-wealth-advisors-llc-independence-oh-306236) ([md](https://advisorcensus.com/firm/independence-wealth-advisors-llc-independence-oh-306236.md)) | 306236 | Independence, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Intentional Wealth Partners](https://advisorcensus.com/firm/intentional-wealth-partners-cleveland-oh-286157) ([md](https://advisorcensus.com/firm/intentional-wealth-partners-cleveland-oh-286157.md)) | 286157 | Cleveland, OH | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Journey Wealth Management](https://advisorcensus.com/firm/journey-wealth-management-cleveland-oh-298904) ([md](https://advisorcensus.com/firm/journey-wealth-management-cleveland-oh-298904.md)) | 298904 | Cleveland, OH | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |

- Next page: https://advisorcensus.com/advisors/oh/cleveland/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Cleveland, OH?**
AdvisorCensus lists 200 investment advisory firms with a principal office in the Cleveland metro area, from Form ADV filings as of October 2026: 108 SEC-registered, 82 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Cleveland, OH?**
49 of the 200 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Cleveland, OH offer financial planning?**
122 of the 190 firms in Cleveland, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Cleveland, OH fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 49 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Cleveland, OH: 113 firms from Form ADV filings as of October 2026.