Fidato Wealth LLC, based out of Middleburg Heights, OH, is a prominent investment advisory firm specializing in providing comprehensive financial services. With a team of 10 dedicated professionals, including 5 experienced investment advisors, Fidato Wealth LLC is committed to helping clients achieve their financial goals. With an impressive average of approximately $1,484,030,000 in assets under management per investment advisor, Fidato Wealth LLC surpasses the industry average, reflecting their expertise in managing substantial portfolios. The firm's compensation structure includes various models, such as a percentage of assets under management and performance-based fees, ensuring a client-centered approach. Fidato Wealth LLC caters to a diverse clientele, serving over 100 individual clients with assets under management exceeding $270,686,000. The majority of their managed assets are from high-net-worth individuals, although they also have the capability to manage employer funds. Remarkably, all the assets managed by Fidato Wealth LLC are handled on a discretionary basis, highlighting the firm's commitment to providing personalized and proactive financial solutions. In addition to their investment advisory services, Fidato Wealth LLC also offers insurance brokerage services, further enhancing their comprehensive approach to wealth management. As a local firm, Fidato Wealth LLC takes pride in its Middleburg Heights roots. The firm operates from a single office, serving as a reliable partner for clients seeking tailored financial guidance. Fidato Wealth LLC boasts a team of experienced advisors, including long-tenured professionals such as Brian Eberhardt, Amy D'Amico, and Anthony D'Amico, who bring extensive knowledge and expertise to their clients' financial journeys.

First Mason Financial, LLC, a small investment advisory firm based out of Medina, OH, is dedicated to providing comprehensive financial services to its clients. With a team of three talented professionals, they strive to offer personalized investment strategies and wealth management solutions. One of the firm's key strengths lies in their expertise in managing employer 401Ks and individual accounts, which make up approximately half of their impressive $148,125,000 in assets under management. Their extensive experience in this space has solidified their reputation as a trusted advisor within the industry. First Mason Financial, LLC takes pride in their commitment to delivering exceptional service and building long-lasting client relationships. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees. This versatility ensures that clients can choose a payment method that aligns with their individual needs and preferences. With an average of $77,350,000 in assets under management per investment advisor, First Mason Financial, LLC performs at par with the industry average. Furthermore, all of the assets they manage are under their discretion, allowing them to make informed investment decisions on behalf of their clients. Daniel Mason, one of the registered advisors at First Mason Financial, LLC, has been with the firm since 2022, bringing a wealth of experience and expertise to the team. Their dedication to staying abreast of market trends and providing tailored financial guidance positions them as a reliable partner in helping clients achieve their financial goals.

Landing Point Financial Group, LLC is a reputable local investment advisory firm based out of Avon, Ohio, with two offices. With a total of 11 dedicated employees, the firm specializes in providing comprehensive investment advisory services. Six of their skilled professionals are solely focused on offering expert advice in investment strategies. Each investment advisor manages an average of approximately $36,890,000 in assets under their supervision. The compensation structure at Landing Point Financial Group, LLC encompasses various methods, including a percentage of assets under management and fixed fees. Notably, around half of the assets they manage originate from employer 401Ks or individuals, indicating their strong expertise in this specific domain. Moreover, the firm prides itself on having a 100% discretionary management approach for all the assets entrusted to their care. Boasting an extensive client base, Landing Point Financial Group, LLC serves over 510 individual clients, overseeing a substantial $221,366,000 in assets under management. With an impressive track record and commitment to delivering exceptional service, the firm has garnered a stellar reputation in the financial industry. Landing Point Financial Group, LLC attributes its success in part to the contributions of some of its longest-tenured advisors, including Susan Vasu, Garrett Bourbina, and Denise Shafer. Their extensive experience and unwavering dedication have helped shape the firm's strong presence in the market. Overall, Landing Point Financial Group, LLC offers a comprehensive suite of investment advisory services, backed by a team of knowledgeable professionals and a client-focused approach. With their expertise and commitment to delivering results, they are well-positioned to guide individuals and employers towards their financial goals.

Croak Asset Management is a small investment advisory firm headquartered in Toledo, OH. With one office, the firm employs a total of four dedicated professionals, all of whom specialize in providing expert investment advisory services. Renowned for their exceptional service and financial expertise, Croak Asset Management boasts an impressive average of approximately $35,730,000 in assets under management per investment advisor. The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Croak Asset Management has developed significant expertise in managing employer 401Ks and individual accounts, which together comprise around half of their assets under management. This expertise has been honed through years of experience and a deep understanding of the intricacies of this space. With 100% of the assets they manage being discretionary, clients of Croak Asset Management benefit from the firm's unwavering commitment to acting in their best interests. The firm proudly serves a diverse clientele, with over 940 individual clients entrusting them with a total of more than $142,911,000 in assets under management. Croak Asset Management takes pride in its team of seasoned advisors, with notable long-tenured individuals such as Connor Hutchison, James Burnor, and Timothy Croak. These professionals bring a wealth of experience and knowledge to their roles, ensuring that clients receive top-tier financial guidance and personalized investment strategies tailored to their unique needs and goals.

Whitcomb & Hess, Inc., a reputable investment advisory firm headquartered in Ashland, OH, specializes in offering comprehensive financial services to a diverse range of clients. With a team of 29 talented professionals, including eight dedicated investment advisors, they possess the expertise to handle a vast portfolio of assets. Each investment advisor manages an average of approximately $43,310,000 in assets under management, demonstrating their competence in wealth management. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring that clients can select a payment method that suits their preferences. With a substantial client base of over 1,180 individuals, Whitcomb & Hess manages an impressive $297,010,000 in assets under management. Notably, they excel in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This solid experience makes them a trusted partner in retirement planning and personal investment strategies. As a comprehensive financial service provider, Whitcomb & Hess, Inc. also offers insurance brokerage services and has an in-house team of skilled accountants. Their extensive range of expertise allows them to deliver a holistic approach to clients' financial needs. With a focus on discretionary management, the firm boasts an impressive 89% of assets under management being handled in a discretionary manner, showcasing their commitment to delivering tailored solutions. Whitcomb & Hess, Inc. operates from its Ashland, OH headquarters and prides itself on its local presence. The firm's success is attributed, in part, to the extensive knowledge and experience of its longest-tenured advisors, including James Hess, Tracy Wells, and Aaron Bates. With a single office location, they maintain close relationships with their clients, ensuring personalized and attentive service.

Spreng Capital Management, Inc., based out of Bucyrus, OH, is a small investment advisory firm that has gained a strong reputation for its expertise and commitment to its clients. With over 790 individual clients and a remarkable $201,987,000 in assets under management, the firm has demonstrated its ability to deliver effective financial solutions. With a focus on employer 401Ks and individual accounts, Spreng Capital Management, Inc. possesses extensive experience in managing these types of assets. All of their assets under management are handled with discretion, ensuring the utmost confidentiality and trust for their clients. Comprised of three dedicated employees, including two registered advisors, Spreng Capital Management, Inc. offers personalized and tailored investment advisory services. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges. James Spreng and Thomas Brown, two highly experienced registered advisors, have contributed significantly to the success of the firm. Their long tenure reflects their commitment to providing exceptional service and building long-term relationships with clients. With an average of approximately $100,990,000 in assets under management per investment advisor, Spreng Capital Management, Inc. aligns with the industry average. This demonstrates their ability to handle a substantial portfolio while maintaining a high standard of service. Overall, Spreng Capital Management, Inc. has established itself as a trusted partner for individuals and employers seeking comprehensive investment advisory services. With a client-centric approach and a track record of success, the firm continues to grow and thrive in the financial industry.

Keystone Financial Planning, Inc is a highly reputable investment advisory firm located in Middleburg Heights, OH. With a dedicated team of two skilled professionals, they offer comprehensive financial planning services to a diverse clientele. Their impressive track record is evidenced by an average of $153,680,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is designed to align the interests of their advisors with the success of their clients. It includes various types of compensation, such as a percentage of assets under management, ensuring a strong commitment to delivering optimal results for their clients' portfolios. With a remarkable portfolio management capability, Keystone Financial Planning, Inc oversees more than $342,950,000 in assets under management for over 50 individual clients. While their expertise primarily caters to high net worth individuals, they also possess the expertise to effectively manage employer funds, although 401K and individual accounts constitute a smaller portion of their overall assets under management. In addition to their investment advisory services, Keystone Financial Planning, Inc also extends their expertise as an accountant or accounting firm, providing valuable financial insights and services to their clients. The firm operates from a single office in Middleburg Heights, OH, and has been proudly serving clients since 1999, with Keith Sechler, one of the longest tenured registered advisors, contributing to the firm's success since its inception.

Livelsberger Financial Advisory, headquartered in Ashland, OH, is a distinguished investment advisory firm serving clients with expertise and integrity. With a strong presence in the industry, they have established themselves as a trusted partner for individuals and employer 401Ks alike. With one office, Livelsberger Financial Advisory operates with a team of five dedicated professionals, including Lynn Livelsberger, one of the longest tenured registered advisors who has been with the firm since 2017. Livelsberger Financial Advisory boasts an impressive average of approximately $160,040,000 in assets under management per investment advisor, surpassing the industry average. This success is attributed to their comprehensive compensation structure, which includes a percentage of assets under management, hourly charges, and commissions. The firm's expertise in managing discretionary assets is evident as they oversee a remarkable 96% of the assets they manage. This remarkable track record speaks to their commitment to delivering tailored investment strategies that align with their clients' objectives. In addition to their investment advisory services, Livelsberger Financial Advisory also excels as an insurance broker or agent. Their diverse range of offerings positions them as a one-stop solution for clients seeking comprehensive financial guidance. With over 550 individual clients and more than $160,044,000 in assets under management, Livelsberger Financial Advisory has earned a stellar reputation in the industry. Their commitment to personalized service and their ability to consistently exceed client expectations have solidified their position as a leader in the financial advisory sector.

MICHAEL BRADY & CO., LLC is a small investment advisory firm based out of Westlake, OH, with a commitment to delivering personalized financial guidance. With over 190 individual clients and a total assets under management (AUM) of $138,869,000, they have established a strong presence in the industry. Their two registered advisors, Michael Brady and Cameron Brady, bring extensive experience and expertise to the table. With an average of approximately $80,950,000 in AUM per investment advisor, Michael Brady & Co., LLC maintains an industry-average position in terms of asset management. They specialize in serving employer 401Ks and individuals, which comprise about half of their AUM. The firm has demonstrated a solid track record in this space, providing valuable insights and strategies to help clients meet their financial goals. Michael Brady & Co., LLC offers a flexible compensation structure to cater to diverse client needs. Their fees include a percentage of AUM, hourly charges, and fixed fees, ensuring transparency and alignment of interests. Importantly, all the assets they manage are discretionary, allowing the firm to make investment decisions on behalf of their clients without constant consultation. Dedicated to personalized service, Michael Brady & Co., LLC focuses on building long-term relationships with their clients. Their Westlake office serves as a hub for comprehensive financial planning, portfolio management, and investment advisory services. By combining their expertise with a commitment to client satisfaction, Michael Brady & Co., LLC continues to establish itself as a trusted partner in the financial industry.

Lesjak Planning, LLC is a highly reputable investment advisory firm based out of Westlake, OH. With over 300 individual clients and an impressive $313,700,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual investments, Lesjak Planning, LLC has garnered extensive experience in this space. With a focus on discretion and tailored investment strategies, Lesjak Planning, LLC manages an astounding 98% of their assets under discretionary management. Their team of seven dedicated employees, including five experienced investment advisors, ensures personalized attention and exceptional service to their clients. The firm's compensation structure offers flexibility, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This adaptable approach ensures that clients can choose a payment arrangement that best suits their needs and preferences. Lesjak Planning, LLC distinguishes itself with an average of approximately $62,740,000 in assets under management per investment advisor, aligning closely with the industry average. This indicates their ability to efficiently handle client portfolios while maintaining a high level of expertise and attention to detail. Notably, Lesjak Planning, LLC takes pride in the tenure and expertise of its advisors. Long-serving professionals such as Marc Thomas, David Lesjak, and Michael Lesjak contribute to the firm's exceptional track record and provide clients with seasoned guidance. With a strong client base, impressive asset management capabilities, and a team of dedicated professionals, Lesjak Planning, LLC is well-positioned to continue delivering superior investment advisory services to their valued clients in Westlake, OH, and beyond.

Great Lakes Retirement, Inc. is a highly reputable local investment advisory firm based out of Sandusky, Ohio, with four offices. With over 1,300 individual clients and a staggering $624,938,000 in assets under management, they have established themselves as a trusted partner in helping individuals plan for a secure retirement. As an experienced insurance broker or agent, Great Lakes Retirement, Inc. offers comprehensive services to cater to the diverse needs of their clients. They have proven expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management coming from these sources. Impressively, 92% of the assets they oversee are discretionary, showcasing their clients' trust in their decision-making abilities. Great Lakes Retirement, Inc. has a varied compensation structure, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' interests. With a team of ten dedicated employees, all of whom provide investment advisory services, they maintain a high level of personalized attention for each client. On average, their investment advisors manage approximately $62,490,000 in assets, which is in line with industry standards. The firm takes pride in its long-tenured advisors, including Andrew Toccaceli, Jarrett Lang, and William Smith. Their expertise and commitment to client satisfaction have played a crucial role in Great Lakes Retirement, Inc.'s success. With a proven track record, substantial assets under management, and a strong focus on client service, Great Lakes Retirement, Inc. is poised to continue assisting individuals in achieving their retirement goals while ensuring financial security for years to come.