Anthony Budak
Budak Financial Group · Olmsted Falls, Ohio
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.
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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 | $1.3M across 14 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4366274 |
| Exams passed | Series 63 (2005) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.budakfinancial.com |
How Anthony's firm compares
- Budak Financial Group's average account is about $90,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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