# Fourth Dimension Wealth, LLC > Fourth Dimension Wealth, LLC is an SEC-registered investment advisory firm in Middleburg Heights, OH, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026. - CRD: 306703 - Filed as: FOURTH DIMENSION WEALTH, LLC - Also doing business as: CLEAR GOAL FINANCIAL, LLC, LAKEPOINTE ADVISORS LLC, SEMPER FIDELIS FINANCIAL - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Middleburg Heights, OH - Filing period: October 2026 - Form ADV filing dated: October 1, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306703 - AdvisorCensus page: https://advisorcensus.com/firm/fourth-dimension-wealth-llc-middleburg-heights-oh-306703 ## Quick answers **How is Fourth Dimension Wealth, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Fourth Dimension Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **How much does Fourth Dimension Wealth, LLC charge?** Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states); Flat fee: $2,500 to $5,000 (a personal financial plan); Hourly rate: $200 an hour (Personal Financial Planning Services calculated on an "hours actually…). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Fourth Dimension Wealth, LLC located?** Fourth Dimension Wealth, LLC's principal office is in Middleburg Heights, OH, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F). **Is Fourth Dimension Wealth, LLC registered with the SEC or a state?** Fourth Dimension Wealth, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 306703. **How much does Fourth Dimension Wealth, LLC manage?** Fourth Dimension Wealth, LLC reports $356,442,552 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary). **How have Fourth Dimension Wealth, LLC's assets and staff changed since 2023?** In the Form ADV data for Fourth Dimension Wealth, LLC: Regulatory assets under management: $178,220,101 in the October 2023 data and $356,442,552 in the October 2026 data, up 100%. Total employees: 6 in October 2023 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Fourth Dimension Wealth, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (410); high net worth individuals (214); corporations or other businesses not listed above (4). **Which custodians does Fourth Dimension Wealth, LLC use?** Fourth Dimension Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets. **Does Fourth Dimension Wealth, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306703 **Does Fourth Dimension Wealth, LLC state an account minimum?** Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our firm has no minimum account size." **What changed in Fourth Dimension Wealth, LLC's recent Form ADV filings?** In the October 2026 filing data: Employees performing advisory functions went from 11 to 10. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026) - Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states) > The maximum annual advisory fee is 2.5% for managed accounts. - Account minimum: None > Our firm has no minimum account size. - Flat fee: $2,500 to $5,000 (a personal financial plan) > Personal Financial Planning Services are usually billed on a fixed-fee basis ... Fees for a personal financial plan are usually in the range of $2,500 - $5,000 - Hourly rate: $200 an hour (Personal Financial Planning Services calculated on an "hours actually…) > the fee for Personal Financial Planning Services will be calculated on an "hours actually worked" basis using a fee rate of $200 per hour. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - LPL Financial LLC Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $356,442,552 - Discretionary: $356,442,552 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 410 | $91,816,810 | | High net worth individuals | 214 | $251,571,056 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,698 | | Charitable organizations | 2 | $864,662 | | Corporations or other businesses not listed above | 4 | $12,185,326 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Publication of periodicals or newsletters - Educational seminars/workshops ### Firm details - Registered since: 2023 (3 years) - Employees: 15 total, 10 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, FL, IL, MI, NC, OH, SC, TX, VA, WV - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the July 2026 filing - Mentor, OH - Millersburg, OH ### Websites listed on Form ADV (Item 1.I) - 4d-wealth.com - cleargoalfinancial.com - lakepointeadvisors.com - semperfidelisfinancial.com - Facebook @douglasmagers4dw - LinkedIn @fourth-dimension-wealth ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2023 | $178,220,101 | 6 | June 30, 2023 | | October 2024 | $218,593,366 | 8 | July 26, 2024 | | October 2025 | $283,639,266 | 15 | July 30, 2025 | | October 2026 | $356,442,552 | 15 | October 1, 2026 | Regulatory assets under management: $178,220,101 in the October 2023 data and $356,442,552 in the October 2026 data, up 100%. Total employees: 6 in October 2023 and 15 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Employees performing advisory functions went from 11 to 10. ### July 2026 - Employees performing advisory functions went from 10 to 11. ### April 2026 - Regulatory assets under management went from $283,639,266 to $356,442,552 (+26%). ### January 2026 - No longer registered or notice-filed in VT. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fourth Dimension Wealth, LLC (CRD 306703): Form ADV filing data as of October 2026.