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Tidmore Retirement Planning Specialists
Filed as TIDMORE RETIREMENT PLANNING SPECIALISTS · Legal name Premier Investment Advisors, Inc.
Tidmore Retirement Planning Specialists is an SEC-registered investment advisory firm in Beachwood, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.
Quick answers
From the filingHow is Tidmore Retirement Planning Specialists compensated?
On its Form ADV (Item 5.E, October 2026), Tidmore Retirement Planning Specialists reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is Tidmore Retirement Planning Specialists located?
Tidmore Retirement Planning Specialists' principal office is in Beachwood, OH, according to its Form ADV.
Is Tidmore Retirement Planning Specialists registered with the SEC or a state?
Tidmore Retirement Planning Specialists is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 121028.
How much does Tidmore Retirement Planning Specialists manage?
Tidmore Retirement Planning Specialists reports $112,894,012 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).
What types of clients does Tidmore Retirement Planning Specialists serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (191); high net worth individuals (23).
Which custodians does Tidmore Retirement Planning Specialists use?
Tidmore Retirement Planning Specialists' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Tidmore Retirement Planning Specialists report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121028
What changed in Tidmore Retirement Planning Specialists' recent Form ADV filings?
In the October 2026 filing data: Added the business name Tidmore Retirement Planning Specialists. Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.D(2)). Moved from state registration to SEC registration. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$112,894,012 as of October 2026, filing dated September 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Premier Investment Advisors, Inc.
- Also doing business as
- TIDMORE RETIREMENT PLANNING SPECIALISTS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Added the business name Tidmore Retirement Planning Specialists.
- Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.D(2)).
- Moved from state registration to SEC registration.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Tidmore Retirement Planning Specialists (CRD 121028): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tidmore-retirement-planning-specialists-beachwood-oh-121028