Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Beachwood, Ohio

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Beachwood is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Beachwood & pick the one as per your needs

How To Find The Best Financial Advisors in Beachwood, Ohio
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Beachwood, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 13 non-vetted financial advisors in Beachwood, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Beachwood, Ohio have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Beachwood, Ohio

Sequoia Financial Group

888-225-3777

Address

Edelman Financial Engines, LLC

877-208-7414

Address

3201 Enterprise Parkway,
Suite 450,
Beachwood, OH 44122 See Details

Brian Davis

Davis Wealth Management, LLC

330-777-3329

Address

3998 Broadview Road, Suite A,
Richfield, OH 44286 See Details

Gary Hannah

Stratos Wealth Partners

330-664-2273

Address

291 North Cleveland Massillon Road,
Suite 100,
Akron, OH 44333 See Details

James Elios

Elios Financial Group, Inc.

440-617-9100

Address

30700 Center Ridge Road,
Westlake, OH 44145 See Details

Jonathan Kesselman

Kesselman Wealth Management

440-709-3315

Address

159 Crocker Park Blvd Suite 400,
Westlake, OH 44145 See Details

Kevin Kroskey

True Wealth Design, LLC

330-777-0688

Address

700 Ghent Road, Suite 100,
Akron, OH 44333 See Details

Sequoia Financial Group

888-225-3777

Address

3500 Embassy Pkwy Suite 100,
Akron, OH 44333 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

945 Windham Court,
Suite 2,
Boardman, OH 44512 See Details

Top Financial Advisor Firms in Beachwood, Ohio (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
STRATOS WEALTH PARTNERS, LTD 3750 Park East Dr, Ste 200 Beachwood, OH, 44122	153184	$12,533,266,805	37396	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS)
ORG PORTFOLIO MANAGEMENT LLC 3201 Enterprise Parkway, Suite 150 Beachwood, OH, 44122	130198	$5,838,163,109	23	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PER-PROJECT FEE)
STRATOS WEALTH ADVISORS LLC 3750 Park East Drive, Suite 200 Beachwood, OH, 44122	283816	$4,214,850,042	12529	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS)
ONESEVEN 24400 Chagrin Blvd., Suite 310 Beachwood, OH, 44122	283087	$3,680,333,148	29667	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS)
CM WEALTH ADVISORS LLC 2000 Auburn Drive, Suite 400 Beachwood, OH, 44122-4327	119467	$3,236,591,668	581	A percentage of AUM, Hourly charges, Fixed fees, Other (% OF ASSETS MONITORED)
STRATOS INVESTMENT MANAGEMENT, LLC 3750 Park East Drive Suite 200, Beachwood, OH, 44122	283850	$1,521,712,937	3612	A percentage of AUM
VAN CLEEF ASSET MANAGEMENT INC 3201 Enterprise Pkwy, Suite 140 Beachwood, OH, 44122	105768	$894,046,584	652	A percentage of AUM
WINSLOW ASSET MANAGEMENT INC 3333 Richmond Rd #180, Beachwood, OH, 44122	106337	$585,533,722	140	A percentage of AUM, Fixed fees
TYLER-STONE WEALTH MANAGEMENT, LLC 3601 Green Road, Suite 100 Beachwood, OH, 44122	173667	$460,295,669	1599	A percentage of AUM, Hourly charges, Fixed fees
ADAPTIVE FINANCIAL CONSULTING, LLC 3401 Enterprise Parkway, Suite 340 Beachwood, OH, 44122	288185	$403,660,589	512	A percentage of AUM
SHAKER INVESTMENTS 3201 Enterprise Parkway, Suite 310 Beachwood, OH, 44122-7337	119135	$227,852,508	264	A percentage of AUM, Performance Based
NORTH STAR ADVISORY GROUP, LLC 2000 Auburn Drive, Suite 415 Beachwood, OH, 44122	171694	$226,524,027	448	A percentage of AUM, Hourly charges, Fixed fees
NEWPORT INVESTMENT ADVISORS INC 23775 Commerce Park, Suite 3 Beachwood, OH, 44122	113175	$114,751,283	168	A percentage of AUM

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Find The Best Financial Advisors in Beachwood, Ohio

How To Find The Best Financial Advisors in Beachwood, OhioLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Beachwood, Ohio

Address

Address

Davis Wealth Management, LLC

Address

Stratos Wealth Partners

Address

Elios Financial Group, Inc.

Address

Kesselman Wealth Management

Address

True Wealth Design, LLC

Address

Address

Address

Top Financial Advisor Firms in Beachwood, Ohio (Ranked by AUM)

Select other cities around Beachwood, Ohio to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Beachwood, Ohio
Last Updated - 13-Jun-2023

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