{
  "path": "/advisors/oh/cleveland/flat-fee",
  "url": "https://advisorcensus.com/advisors/oh/cleveland/flat-fee/page/2",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Cleveland, OH",
  "filters": {},
  "scope_total": 113,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Cleveland, OH?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Cleveland, OH?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Cleveland, OH offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Cleveland, OH fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "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.",
  "about_market": "Cleveland has 200 investment advisory firms with a principal office in the metro area as of October 2026: 108 SEC-registered, 82 state-registered, and 10 exempt reporting advisers. 49 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 68 report under $100 million in regulatory assets under management. The metro area has 931,377 households, 93,323 of them with income of $200,000 or more, or 467 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Cleveland, OH: 113 firms from Form ADV filings as of October 2026.",
  "total_firms": 113,
  "page": 2,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 63,
    "state": 50,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 24
    },
    {
      "code": "percentage_of_aum",
      "count": 107
    },
    {
      "code": "hourly",
      "count": 73
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 113
    },
    {
      "code": "commissions",
      "count": 5
    },
    {
      "code": "performance_based",
      "count": 10
    },
    {
      "code": "other",
      "count": 29
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 24
    },
    {
      "code": "5_to_9",
      "count": 23
    },
    {
      "code": "10_to_19",
      "count": 37
    },
    {
      "code": "20_plus",
      "count": 29
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 21
    },
    {
      "code": "25m_100m",
      "count": 22
    },
    {
      "code": "100m_500m",
      "count": 22
    },
    {
      "code": "500m_1b",
      "count": 15
    },
    {
      "code": "1b_5b",
      "count": 12
    },
    {
      "code": "over_5b",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "firms": [
    {
      "crd_number": 169208,
      "name": "JPS Financial, LLC",
      "name_as_filed": "JPS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/jps-financial-llc-westlake-oh-169208",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289293,
      "name": "Kedzior Wealth Management LLC",
      "name_as_filed": "KEDZIOR WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/kedzior-wealth-management-llc-independence-oh-289293",
      "city": "Independence",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104640,
      "name": "Keystone Financial Planning, Inc",
      "name_as_filed": "KEYSTONE FINANCIAL PLANNING, INC",
      "url": "https://advisorcensus.com/firm/keystone-financial-planning-inc-westlake-oh-104640",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 39,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311536,
      "name": "Kinetic Wealth Investment Advisors, LLC",
      "name_as_filed": "KINETIC WEALTH INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kinetic-wealth-investment-advisors-llc-westlake-oh-311536",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298138,
      "name": "Kosmin Wealth Management",
      "name_as_filed": "KOSMIN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/kosmin-wealth-management-beachwood-oh-298138",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314071,
      "name": "Lakeridge Wealth Management LLC",
      "name_as_filed": "LAKERIDGE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lakeridge-wealth-management-llc-mentor-oh-314071",
      "city": "Mentor",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312978,
      "name": "Landing Point Financial Group",
      "name_as_filed": "LANDING POINT FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/landing-point-financial-group-avon-oh-312978",
      "city": "Avon",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130350,
      "name": "Legacy Financial Advisors, LLC",
      "name_as_filed": "LEGACY FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-financial-advisors-llc-solon-oh-130350",
      "city": "Solon",
      "state": "OH",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110090,
      "name": "Lesjak Planning, LLC",
      "name_as_filed": "LESJAK PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 45,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173310,
      "name": "Lineweaver Wealth Advisors",
      "name_as_filed": "LINEWEAVER WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310",
      "city": "Valley View",
      "state": "OH",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335612,
      "name": "M3 Wealth Management",
      "name_as_filed": "M3 WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/m3-wealth-management-north-royalton-oh-335612",
      "city": "North Royalton",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109807,
      "name": "MAI Capital Management, LLC",
      "name_as_filed": "MAI CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mai-capital-management-llc-cleveland-oh-109807",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135414,
      "name": "McDonald Partners LLC",
      "name_as_filed": "MCDONALD PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/mcdonald-partners-llc-cleveland-oh-135414",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130093,
      "name": "Michael Brady & Co., LLC",
      "name_as_filed": "MICHAEL BRADY & CO., LLC",
      "url": "https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119944,
      "name": "Michael G Miller",
      "name_as_filed": "MICHAEL G MILLER",
      "url": "https://advisorcensus.com/firm/michael-g-miller-willoughby-oh-119944",
      "city": "Willoughby",
      "state": "OH",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135870,
      "name": "Night Sky Capital Management, LLC",
      "name_as_filed": "NIGHT SKY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/night-sky-capital-management-llc-cleveland-heights-oh-135870",
      "city": "Cleveland Heights",
      "state": "OH",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171694,
      "name": "North Star Advisory Group, LLC",
      "name_as_filed": "NORTH STAR ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/north-star-advisory-group-llc-beachwood-oh-171694",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 195511,
      "name": "Oak Park Wealth Management LLC",
      "name_as_filed": "OAK PARK WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/oak-park-wealth-management-llc-westlake-oh-195511",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119952,
      "name": "ODA and Company, Inc.",
      "name_as_filed": "ODA AND COMPANY, INC.",
      "url": "https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952",
      "city": "Medina",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168013,
      "name": "Oncenter Financial Advisors LLC",
      "name_as_filed": "ONCENTER FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283087,
      "name": "Oneseven",
      "name_as_filed": "ONESEVEN",
      "url": "https://advisorcensus.com/firm/oneseven-beachwood-oh-283087",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130198,
      "name": "ORG Portfolio Management LLC",
      "name_as_filed": "ORG PORTFOLIO MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317521,
      "name": "Park Edge Advisors, LLC",
      "name_as_filed": "PARK EDGE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/park-edge-advisors-llc-cleveland-oh-317521",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119709,
      "name": "Partners Investment Services, Inc",
      "name_as_filed": "PARTNERS INVESTMENT SERVICES, INC",
      "url": "https://advisorcensus.com/firm/partners-investment-services-inc-cleveland-heights-oh-119709",
      "city": "Cleveland Heights",
      "state": "OH",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127391,
      "name": "Peak Wealth Solutions",
      "name_as_filed": "PEAK WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/peak-wealth-solutions-pepper-pike-oh-127391",
      "city": "Pepper Pike",
      "state": "OH",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121055,
      "name": "Peck & Associates, LLC",
      "name_as_filed": "PECK & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/peck-and-associates-llc-independence-oh-121055",
      "city": "Independence",
      "state": "OH",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331948,
      "name": "Pennant Wealth Management LLC",
      "name_as_filed": "PENNANT WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pennant-wealth-management-llc-westlake-oh-331948",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332507,
      "name": "Prasad Wealth Partners",
      "name_as_filed": "PRASAD WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/prasad-wealth-partners-independence-oh-332507",
      "city": "Independence",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282158,
      "name": "Prelude Financial",
      "name_as_filed": "PRELUDE FINANCIAL",
      "url": "https://advisorcensus.com/firm/prelude-financial-wadsworth-oh-282158",
      "city": "Wadsworth",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281426,
      "name": "Prestige Wealth Management LLC",
      "name_as_filed": "PRESTIGE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/prestige-wealth-management-llc-strongsville-oh-281426",
      "city": "Strongsville",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156480,
      "name": "Prosperity Capital Advisors",
      "name_as_filed": "PROSPERITY CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/prosperity-capital-advisors-westlake-oh-156480",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135093,
      "name": "Providence Financial Services, LLC",
      "name_as_filed": "PROVIDENCE FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/providence-financial-services-llc-rocky-river-oh-135093",
      "city": "Rocky River",
      "state": "OH",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119842,
      "name": "R&B Financial Consultants",
      "name_as_filed": "R&B FINANCIAL CONSULTANTS",
      "url": "https://advisorcensus.com/firm/r-and-b-financial-consultants-wadsworth-oh-119842",
      "city": "Wadsworth",
      "state": "OH",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157834,
      "name": "Redwood Financial Network",
      "name_as_filed": "REDWOOD FINANCIAL NETWORK",
      "url": "https://advisorcensus.com/firm/redwood-financial-network-solon-oh-157834",
      "city": "Solon",
      "state": "OH",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112179,
      "name": "Reed Financial Services, Inc.",
      "name_as_filed": "REED FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/reed-financial-services-inc-cleveland-oh-112179",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 37,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109881,
      "name": "Resource Strategies Inc",
      "name_as_filed": "RESOURCE STRATEGIES INC",
      "url": "https://advisorcensus.com/firm/resource-strategies-inc-pepper-pike-oh-109881",
      "city": "Pepper Pike",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112879,
      "name": "Return on Life Wealth Partners",
      "name_as_filed": "RETURN ON LIFE WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/return-on-life-wealth-partners-cleveland-oh-112879",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309167,
      "name": "River Wealth Management LLC",
      "name_as_filed": "RIVER WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/river-wealth-management-llc-medina-oh-309167",
      "city": "Medina",
      "state": "OH",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162318,
      "name": "Riverview Research, LLC",
      "name_as_filed": "RIVERVIEW RESEARCH, LLC",
      "url": "https://advisorcensus.com/firm/riverview-research-llc-independence-oh-162318",
      "city": "Independence",
      "state": "OH",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297122,
      "name": "Rockport Wealth Advisors",
      "name_as_filed": "ROCKPORT WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/rockport-wealth-advisors-fairview-park-oh-297122",
      "city": "Fairview Park",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107348,
      "name": "SKA Financial Services,inc.",
      "name_as_filed": "SKA FINANCIAL SERVICES,INC.",
      "url": "https://advisorcensus.com/firm/ska-financial-services-inc-fairview-park-oh-107348",
      "city": "Fairview Park",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148939,
      "name": "Skybox Financial Group LLC",
      "name_as_filed": "SKYBOX FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/skybox-financial-group-llc-middleburg-heights-oh-148939",
      "city": "Middleburg Heights",
      "state": "OH",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165279,
      "name": "Spinnaker Financial Group, LLC",
      "name_as_filed": "SPINNAKER FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/spinnaker-financial-group-llc-independence-oh-165279",
      "city": "Independence",
      "state": "OH",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155064,
      "name": "ST. Clair Advisors, LLC",
      "name_as_filed": "ST. CLAIR ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/st-clair-advisors-llc-mayfield-heights-oh-155064",
      "city": "Mayfield Heights",
      "state": "OH",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314742,
      "name": "Strait Direction Wealth Management",
      "name_as_filed": "STRAIT DIRECTION WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/strait-direction-wealth-management-lyndhurst-oh-314742",
      "city": "Lyndhurst",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148586,
      "name": "Strategic Wealth Partners, Ltd.",
      "name_as_filed": "STRATEGIC WEALTH PARTNERS, LTD.",
      "url": "https://advisorcensus.com/firm/strategic-wealth-partners-ltd-independence-oh-148586",
      "city": "Independence",
      "state": "OH",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283816,
      "name": "Stratos Wealth Advisors LLC",
      "name_as_filed": "STRATOS WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/stratos-wealth-advisors-llc-beachwood-oh-283816",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153184,
      "name": "Stratos Wealth Partners, Ltd",
      "name_as_filed": "STRATOS WEALTH PARTNERS, LTD",
      "url": "https://advisorcensus.com/firm/stratos-wealth-partners-ltd-beachwood-oh-153184",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336316,
      "name": "Tempo Wealth",
      "name_as_filed": "TEMPO WEALTH",
      "url": "https://advisorcensus.com/firm/tempo-wealth-independence-oh-336316",
      "city": "Independence",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170414,
      "name": "The Estate Planning Team, Inc.",
      "name_as_filed": "THE ESTATE PLANNING TEAM, INC.",
      "url": "https://advisorcensus.com/firm/the-estate-planning-team-inc-middleburg-heights-oh-170414",
      "city": "Middleburg Heights",
      "state": "OH",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/oh",
      "label": "Financial advisors in Ohio"
    },
    "metro": {
      "path": "/advisors/oh/cleveland",
      "label": "Financial advisors in Cleveland, OH"
    },
    "city_pages": [
      {
        "path": "/advisors/oh/cleveland/beachwood",
        "label": "Financial advisors in Beachwood, OH",
        "firm_count": 21
      },
      {
        "path": "/advisors/oh/cleveland/westlake",
        "label": "Financial advisors in Westlake, OH",
        "firm_count": 18
      },
      {
        "path": "/advisors/oh/cleveland/independence",
        "label": "Financial advisors in Independence, OH",
        "firm_count": 17
      },
      {
        "path": "/advisors/oh/cleveland/pepper-pike",
        "label": "Financial advisors in Pepper Pike, OH",
        "firm_count": 11
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/oh/cleveland/fee-only",
        "label": "Fee-only financial advisors in Cleveland, OH",
        "firm_count": 49
      },
      {
        "path": "/advisors/oh/cleveland/hourly",
        "label": "Hourly financial advisors in Cleveland, OH",
        "firm_count": 87
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/oh/cleveland/for-high-net-worth-individuals",
        "firm_count": 138,
        "label": "Financial advisors for high-net-worth individuals in Cleveland, OH"
      },
      {
        "path": "/advisors/oh/cleveland/for-retirement-plans",
        "firm_count": 64,
        "label": "Financial advisors for retirement plans in Cleveland, OH"
      },
      {
        "path": "/advisors/oh/cleveland/for-businesses",
        "firm_count": 62,
        "label": "Financial advisors for businesses in Cleveland, OH"
      },
      {
        "path": "/advisors/oh/cleveland/for-charities",
        "firm_count": 69,
        "label": "Financial advisors for charitable organizations in Cleveland, OH"
      },
      {
        "path": "/advisors/oh/cleveland/no-account-minimum",
        "firm_count": 21,
        "label": "Financial advisors with no account minimum in Cleveland, OH"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/oh/cleveland/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in Cleveland, OH"
      },
      {
        "path": "/advisors/oh/cleveland/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Cleveland, OH"
      }
    ],
    "state_fee": {
      "path": "/advisors/oh/flat-fee",
      "label": "Flat-fee financial advisors in Ohio"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}