Fiduciary advisors in Westlake, OH
10 registered advisers
Westlake is a Cleveland suburb that hosts several regional advisory firms serving northeastern Ohio. 8 of those firms -- 80% -- operate on a fee-only basis, accepting no commissions. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.
BALANCED WEALTH GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$420M
Minimum--
Clients1,552
CORNERSTONE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$629M
Minimum--
Clients1,173
ELIOS FINANCIAL GROUP, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$275M
Minimum--
Clients975
JPS FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$302M
Minimum--
Clients742
KEYSTONE FINANCIAL PLANNING, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$407M
Minimum--
Clients448
KINETIC WEALTH INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$215M
Minimum--
Clients533
LESJAK PLANNING, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$369M
Minimum--
Clients392
MICHAEL BRADY & CO., LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$249M
Minimum--
Clients614
PARADIGM WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$476M
Minimum--
Clients298
PROSPERITY CAPITAL ADVISORS
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$3.7B
Minimum--
Clients14,823