{ "path": "/advisors/oh/flat-fee", "url": "https://advisorcensus.com/advisors/oh/flat-fee/page/2", "page_type": "state_fee", "title": "Flat-fee financial advisors in Ohio", "filters": {}, "scope_total": 577, "faq": [ { "q": "How many financial advisory firms are there in Ohio?", "a": "AdvisorCensus lists 961 investment advisory firms with a principal office in Ohio, from Form ADV filings as of October 2026: 405 SEC-registered, 519 state-registered, and 37 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 Ohio?", "a": "350 of the 961 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 Ohio offer financial planning?", "a": "666 of the 924 firms in Ohio 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 Ohio 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 350 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 577 investment advisory firms with a principal office in Ohio 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": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Ohio: 577 firms from Form ADV filings as of October 2026.", "total_firms": 577, "page": 2, "total_pages": 12, "sort": "name", "registration_types": { "sec": 258, "state": 319, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 211 }, { "code": "percentage_of_aum", "count": 517 }, { "code": "hourly", "count": 335 }, { "code": "subscription", "count": 8 }, { "code": "fixed", "count": 577 }, { "code": "commissions", "count": 22 }, { "code": "performance_based", "count": 30 }, { "code": "other", "count": 84 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 193 }, { "code": "5_to_9", "count": 123 }, { "code": "10_to_19", "count": 136 }, { "code": "20_plus", "count": 125 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 149 }, { "code": "25m_100m", "count": 97 }, { "code": "100m_500m", "count": 144 }, { "code": "500m_1b", "count": 43 }, { "code": "1b_5b", "count": 46 }, { "code": "over_5b", "count": 28 }, { "code": "not_reported", "count": 70 } ], "firms": [ { "crd_number": 109882, "name": "Beese Fulmer Private Wealth Management", "name_as_filed": "BEESE FULMER PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/beese-fulmer-private-wealth-management-canton-oh-109882", "city": "Canton", "state": "OH", "years_registered": 46, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326354, "name": "Bell City Wealth, Inc.", "name_as_filed": "BELL CITY WEALTH, INC.", "url": "https://advisorcensus.com/firm/bell-city-wealth-inc-hillsboro-oh-326354", "city": "Hillsboro", "state": "OH", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344280, "name": "Belleau Wood Advisors", "name_as_filed": "BELLEAU WOOD ADVISORS", "url": "https://advisorcensus.com/firm/belleau-wood-advisors-344280", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125653, "name": "Belser Pinnacle Financial Advisors, LLC", "name_as_filed": "BELSER PINNACLE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/belser-pinnacle-financial-advisors-llc-bellefontaine-oh-125653", "city": "Bellefontaine", "state": "OH", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298885, "name": "Benchmark Wealth Management", "name_as_filed": "BENCHMARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/benchmark-wealth-management-cincinnati-oh-298885", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342526, "name": "Bespoke Family Advisors", "name_as_filed": "BESPOKE FAMILY ADVISORS", "url": "https://advisorcensus.com/firm/bespoke-family-advisors-mansfield-oh-342526", "city": "Mansfield", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130267, "name": "Bigby Financial Planning, LLC", "name_as_filed": "BIGBY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/bigby-financial-planning-llc-130267", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304207, "name": "Birchcreek Wealth Management, LLC", "name_as_filed": "BIRCHCREEK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/birchcreek-wealth-management-llc-miami-township-oh-304207", "city": "Miami Township", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292661, "name": "Blake Schutter Theil Wealth Advisors, LLC", "name_as_filed": "BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/blake-schutter-theil-wealth-advisors-llc-dayton-oh-292661", "city": "Dayton", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119917, "name": "Blue Chip Financial Advisors, Inc.", "name_as_filed": "BLUE CHIP FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/blue-chip-financial-advisors-inc-119917", "city": null, "state": null, "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 296467, "name": "Blue JAY Financial Group, LLC", "name_as_filed": "BLUE JAY FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/blue-jay-financial-group-llc-defiance-oh-296467", "city": "Defiance", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150396, "name": "Bollin Wealth Management, LLC", "name_as_filed": "BOLLIN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bollin-wealth-management-llc-perrysburg-oh-150396", "city": "Perrysburg", "state": "OH", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105979, "name": "Bond Tech Inc", "name_as_filed": "BOND TECH INC", "url": "https://advisorcensus.com/firm/bond-tech-inc-bellbrook-oh-105979", "city": "Bellbrook", "state": "OH", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328726, "name": "Borland Marker", "name_as_filed": "BORLAND MARKER", "url": "https://advisorcensus.com/firm/borland-marker-dayton-oh-328726", "city": "Dayton", "state": "OH", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317050, "name": "Boutique Wealth Advisors LLC", "name_as_filed": "BOUTIQUE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/boutique-wealth-advisors-llc-canton-oh-317050", "city": "Canton", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107808, "name": "Boyd Watterson Asset Management, LLC", "name_as_filed": "BOYD WATTERSON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/boyd-watterson-asset-management-llc-cleveland-oh-107808", "city": "Cleveland", "state": "OH", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 282891, "name": "Brilliant Advice, LLC", "name_as_filed": "BRILLIANT ADVICE, LLC", "url": "https://advisorcensus.com/firm/brilliant-advice-llc-cincinnati-oh-282891", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147056, "name": "Brown Financial Advisors, LLC", "name_as_filed": "BROWN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brown-financial-advisors-llc-milford-oh-147056", "city": "Milford", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 342094, "name": "BTL Capital", "name_as_filed": "BTL CAPITAL", "url": "https://advisorcensus.com/firm/btl-capital-canton-oh-342094", "city": "Canton", "state": "OH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 130404, "name": "Buckeye Financial Solutions, Inc.", "name_as_filed": "BUCKEYE FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/buckeye-financial-solutions-inc-canton-oh-130404", "city": "Canton", "state": "OH", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126428, "name": "Buckeye Wealth Partners, LLC", "name_as_filed": "BUCKEYE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/buckeye-wealth-partners-llc-centerville-oh-126428", "city": "Centerville", "state": "OH", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144041, "name": "Budak Financial Group, LLC", "name_as_filed": "BUDAK FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/budak-financial-group-llc-144041", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111826, "name": "Burns Financial Advisors, Inc.", "name_as_filed": "BURNS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/burns-financial-advisors-inc-independence-oh-111826", "city": "Independence", "state": "OH", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 337766, "name": "Cademuir Wealth Management", "name_as_filed": "CADEMUIR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cademuir-wealth-management-337766", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 145773, "name": "Cambridge Financial and Tax Advisors, LLC.", "name_as_filed": "CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/cambridge-financial-and-tax-advisors-llc-columbus-oh-145773", "city": "Columbus", "state": "OH", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 335785, "name": "Candela Financial", "name_as_filed": "CANDELA FINANCIAL", "url": "https://advisorcensus.com/firm/candela-financial-toledo-oh-335785", "city": "Toledo", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324812, "name": "Canopy Partners", "name_as_filed": "CANOPY PARTNERS", "url": "https://advisorcensus.com/firm/canopy-partners-cincinnati-oh-324812", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153600, "name": "Capital Advisors, Ltd., LLC", "name_as_filed": "CAPITAL ADVISORS, LTD., LLC", "url": "https://advisorcensus.com/firm/capital-advisors-ltd-llc-shaker-heights-oh-153600", "city": "Shaker Heights", "state": "OH", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121227, "name": "Capital Advisory Services, LLC", "name_as_filed": "CAPITAL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-advisory-services-llc-west-chester-oh-121227", "city": "West Chester", "state": "OH", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134008, "name": "Capital City Asset Management Group, LLC", "name_as_filed": "CAPITAL CITY ASSET MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-city-asset-management-group-llc-powell-oh-134008", "city": "Powell", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152524, "name": "Capstone Wealth Partners", "name_as_filed": "CAPSTONE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/capstone-wealth-partners-dublin-oh-152524", "city": "Dublin", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150488, "name": "Carnegie Investment Counsel", "name_as_filed": "CARNEGIE INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/carnegie-investment-counsel-pepper-pike-oh-150488", "city": "Pepper Pike", "state": "OH", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286002, "name": "Cbiz Investment Advisory Services, LLC", "name_as_filed": "CBIZ INVESTMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/cbiz-investment-advisory-services-llc-cleveland-oh-286002", "city": "Cleveland", "state": "OH", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 16678, "name": "Cbiz Retirement Plan Advisory Services", "name_as_filed": "CBIZ RETIREMENT PLAN ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/cbiz-retirement-plan-advisory-services-cleveland-oh-16678", "city": "Cleveland", "state": "OH", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 158408, "name": "CBS Funding, Inc.", "name_as_filed": "CBS FUNDING, INC.", "url": "https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408", "city": "Broadview Heights", "state": "OH", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141018, "name": "CCF Advisors LLC", "name_as_filed": "CCF ADVISORS LLC", "url": "https://advisorcensus.com/firm/ccf-advisors-llc-rocky-river-oh-141018", "city": "Rocky River", "state": "OH", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330412, "name": "Central Point Wealth Management LLC", "name_as_filed": "CENTRAL POINT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/central-point-wealth-management-llc-330412", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340232, "name": "Chapters to Wealth", "name_as_filed": "CHAPTERS TO WEALTH", "url": "https://advisorcensus.com/firm/chapters-to-wealth-340232", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169565, "name": "Chester Financial Services LLC", "name_as_filed": "CHESTER FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/chester-financial-services-llc-fredericktown-oh-169565", "city": "Fredericktown", "state": "OH", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120123, "name": "Childs Investment Group, Inc", "name_as_filed": "CHILDS INVESTMENT GROUP, INC", "url": "https://advisorcensus.com/firm/childs-investment-group-inc-archbold-oh-120123", "city": "Archbold", "state": "OH", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 318884, "name": "Chrys Financial Planning, LLC", "name_as_filed": "CHRYS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/chrys-financial-planning-llc-318884", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333466, "name": "Clarion River Adventures, LLC", "name_as_filed": "CLARION RIVER ADVENTURES, LLC", "url": "https://advisorcensus.com/firm/clarion-river-adventures-llc-canton-oh-333466", "city": "Canton", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326520, "name": "Clark Soeten", "name_as_filed": "CLARK SOETEN", "url": "https://advisorcensus.com/firm/clark-soeten-326520", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334362, "name": "Clearmind Capital", "name_as_filed": "CLEARMIND CAPITAL", "url": "https://advisorcensus.com/firm/clearmind-capital-334362", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105674, "name": "Clearstead; Clearstead Advisory Solutions", "name_as_filed": "CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS", "url": "https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674", "city": "Cleveland", "state": "OH", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 308911, "name": "Cleveland Retirement Planning LLC", "name_as_filed": "CLEVELAND RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911", "city": "Westlake", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282196, "name": "Cleveland Wealth, LLC", "name_as_filed": "CLEVELAND WEALTH, LLC", "url": "https://advisorcensus.com/firm/cleveland-wealth-llc-cleveland-oh-282196", "city": "Cleveland", "state": "OH", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 119467, "name": "CM Wealth Advisors LLC", "name_as_filed": "CM WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/cm-wealth-advisors-llc-beachwood-oh-119467", "city": "Beachwood", "state": "OH", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 339085, "name": "Cochran Wealth Management LLC", "name_as_filed": "COCHRAN WEALTH MANAGEMENT LLC", "url": 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