# Anthony Budak

> Anthony Budak is a fee-only financial advisor at Budak Financial Group in Olmsted Falls, Ohio. Budak Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-budak/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Budak Financial Group
- **Based in:** Olmsted Falls, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.3M across 14 accounts
- **CRD:** 4366274 (https://adviserinfo.sec.gov/individual/summary/4366274)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2005), Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.budakfinancial.com

## Frequently asked questions

### Is Anthony Budak a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Budak Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, Budak Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anthony Budak based?

Anthony Budak is based in Olmsted Falls, Ohio.

### Is Anthony Budak registered with the SEC?

Yes. Anthony Budak is registered as an investment adviser representative in OH (CRD 4366274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Budak Financial Group manage?

Budak Financial Group reports $1.3M across 14 accounts in assets under management.

### How do I contact Anthony Budak?

Through Anthony's website, www.budakfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4366274): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.