# Tidmore Retirement Planning Specialists

> 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.

- CRD: 121028
- Filed as: TIDMORE RETIREMENT PLANNING SPECIALISTS
- Legal name: Premier Investment Advisors, Inc.
- Also doing business as: TIDMORE RETIREMENT PLANNING SPECIALISTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121028
- AdvisorCensus page: https://advisorcensus.com/firm/tidmore-retirement-planning-specialists-beachwood-oh-121028

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $112,894,012
- Discretionary: $112,894,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $51,454,783 |
| High net worth individuals | 23 | $56,110,382 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,054,947 |
| Other | Fewer than 5 | $273,900 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121028

### Websites listed on Form ADV (Item 1.I)
- tidmorerps.com
- LinkedIn @dennis-tidmore-aif®-37923a13
- LinkedIn @desirée-fiktus-aif®-30a05353
- LinkedIn @douglas-l-tidmore-a3b3548
- LinkedIn @laura-t-5ab766164

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tidmore Retirement Planning Specialists (CRD 121028): Form ADV filing data as of October 2026.