# 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/page/3

## 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 3 of 3, 101 to 113 of 113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Tidmore Retirement Planning Specialists](https://advisorcensus.com/firm/tidmore-retirement-planning-specialists-beachwood-oh-121028) ([md](https://advisorcensus.com/firm/tidmore-retirement-planning-specialists-beachwood-oh-121028.md)) | 121028 | Beachwood, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [Townsend Holdings LLC](https://advisorcensus.com/firm/townsend-holdings-llc-cleveland-oh-160006) ([md](https://advisorcensus.com/firm/townsend-holdings-llc-cleveland-oh-160006.md)) | 160006 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Trajectory Financial Planning](https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904) ([md](https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904.md)) | 321904 | Cleveland, OH | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Transcend Wealth](https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210) ([md](https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210.md)) | 292210 | Woodmere, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Vantage Financial Group, Inc.](https://advisorcensus.com/firm/vantage-financial-group-inc-cleveland-oh-105950) ([md](https://advisorcensus.com/firm/vantage-financial-group-inc-cleveland-oh-105950.md)) | 105950 | Cleveland, OH | SEC-registered investment adviser | $500 million to $1 billion | 37 | % of assets, Hourly, Fixed fee, Commissions |
| [Victory Financial Services LLC](https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184) ([md](https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184.md)) | 291184 | Medina, OH | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Way Street Financial, LLC](https://advisorcensus.com/firm/way-street-financial-llc-brunswick-oh-329451) ([md](https://advisorcensus.com/firm/way-street-financial-llc-brunswick-oh-329451.md)) | 329451 | Brunswick, OH | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Wellspring Family Office](https://advisorcensus.com/firm/wellspring-family-office-cleveland-oh-143112) ([md](https://advisorcensus.com/firm/wellspring-family-office-cleveland-oh-143112.md)) | 143112 | Cleveland, OH | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee |
| [Westpoint Wealth Management, LLC](https://advisorcensus.com/firm/westpoint-wealth-management-llc-berea-oh-310883) ([md](https://advisorcensus.com/firm/westpoint-wealth-management-llc-berea-oh-310883.md)) | 310883 | Berea, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Commissions, Other |
| [Wilson & Browning, Inc.](https://advisorcensus.com/firm/wilson-and-browning-inc-cleveland-heights-oh-121900) ([md](https://advisorcensus.com/firm/wilson-and-browning-inc-cleveland-heights-oh-121900.md)) | 121900 | Cleveland Heights, OH | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Fixed fee, Other |
| [Winslow Asset Management Inc](https://advisorcensus.com/firm/winslow-asset-management-inc-beachwood-oh-106337) ([md](https://advisorcensus.com/firm/winslow-asset-management-inc-beachwood-oh-106337.md)) | 106337 | Beachwood, OH | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Fixed fee |
| [WS Wealth Management, LLC](https://advisorcensus.com/firm/ws-wealth-management-llc-middleburg-heights-oh-148022) ([md](https://advisorcensus.com/firm/ws-wealth-management-llc-middleburg-heights-oh-148022.md)) | 148022 | Middleburg Heights, OH | State-registered investment adviser | Not reported | 18 | % of assets, Fixed fee |
| [Your Wealth Financial Solutions, LLC](https://advisorcensus.com/firm/your-wealth-financial-solutions-llc-westfield-center-oh-331533) ([md](https://advisorcensus.com/firm/your-wealth-financial-solutions-llc-westfield-center-oh-331533.md)) | 331533 | Westfield Center, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |

- Previous 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.