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 Independence is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Independence & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Independence, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Independence, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Independence, 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
IDR INVESTMENT MANAGEMENT, LLC 3 Summit Park Drive, Suite 450 Independence, OH, 44131 | 286208 | $5,462,600,375 | 5 | A Percentage of AUM |
FAIRWAY WEALTH MANAGEMENT LLC 6055 Rockside Woods Blvd., Suite 330 Independence, OH, 44131 | 311031 | $1,652,486,003 | 266 | A Percentage of AUM, Hourly charges, Fixed Fees |
STRATEGIC WEALTH PARTNERS, LTD. 5005 Rockside Road, Suite 1200 Independence, OH, 44131-6829 | 148586 | $795,833,306 | 2393 | A Percentage of AUM, Hourly charges, Fixed Fees |
EDGEWATER CAPITAL PARTNERS 5005 Rockside Road, Ph 1300 Independence, OH, 44131 | 162735 | $366,074,704 | 4 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
ENZA FINANCIAL, LLC 6450 Rockside Woods Blvd S, Suite 150 Independence, OH, 44131 | 315827 | $110,790,278 | 180 | A Percentage of AUM, Hourly charges, Other (TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES) |
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