{
  "path": "/advisors/oh/cleveland/flat-fee",
  "url": "https://advisorcensus.com/advisors/oh/cleveland/flat-fee/page/3",
  "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": 3,
  "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": 121028,
      "name": "Tidmore Retirement Planning Specialists",
      "name_as_filed": "TIDMORE RETIREMENT PLANNING SPECIALISTS",
      "url": "https://advisorcensus.com/firm/tidmore-retirement-planning-specialists-beachwood-oh-121028",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160006,
      "name": "Townsend Holdings LLC",
      "name_as_filed": "TOWNSEND HOLDINGS LLC",
      "url": "https://advisorcensus.com/firm/townsend-holdings-llc-cleveland-oh-160006",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321904,
      "name": "Trajectory Financial Planning",
      "name_as_filed": "TRAJECTORY FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292210,
      "name": "Transcend Wealth",
      "name_as_filed": "TRANSCEND WEALTH",
      "url": "https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210",
      "city": "Woodmere",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105950,
      "name": "Vantage Financial Group, Inc.",
      "name_as_filed": "VANTAGE FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/vantage-financial-group-inc-cleveland-oh-105950",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 37,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291184,
      "name": "Victory Financial Services LLC",
      "name_as_filed": "VICTORY FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184",
      "city": "Medina",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329451,
      "name": "Way Street Financial, LLC",
      "name_as_filed": "WAY STREET FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/way-street-financial-llc-brunswick-oh-329451",
      "city": "Brunswick",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143112,
      "name": "Wellspring Family Office",
      "name_as_filed": "WELLSPRING FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/wellspring-family-office-cleveland-oh-143112",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 19,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310883,
      "name": "Westpoint Wealth Management, LLC",
      "name_as_filed": "WESTPOINT WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/westpoint-wealth-management-llc-berea-oh-310883",
      "city": "Berea",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121900,
      "name": "Wilson & Browning, Inc.",
      "name_as_filed": "WILSON & BROWNING, INC.",
      "url": "https://advisorcensus.com/firm/wilson-and-browning-inc-cleveland-heights-oh-121900",
      "city": "Cleveland Heights",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106337,
      "name": "Winslow Asset Management Inc",
      "name_as_filed": "WINSLOW ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/winslow-asset-management-inc-beachwood-oh-106337",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 34,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148022,
      "name": "WS Wealth Management, LLC",
      "name_as_filed": "WS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ws-wealth-management-llc-middleburg-heights-oh-148022",
      "city": "Middleburg Heights",
      "state": "OH",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331533,
      "name": "Your Wealth Financial Solutions, LLC",
      "name_as_filed": "YOUR WEALTH FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/your-wealth-financial-solutions-llc-westfield-center-oh-331533",
      "city": "Westfield Center",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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
      }
    ],
    "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"
  }
}