Joseph Rudnicki
Fourth Dimension Wealth · Middleburg Heights, Ohio
Joseph Rudnicki is a fee-only financial advisor at Fourth Dimension Wealth in Middleburg Heights, Ohio. Fourth Dimension Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fourth Dimension Wealth |
|---|---|
| Based in | Middleburg Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $356.4M across 1,134 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6400376 |
| Exams passed | Series 65 (2014) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.cleargoalfinancial.com |
How Joseph's firm compares
- Fourth Dimension Wealth's average account is about $314,000, from its Form ADV (assets managed divided by 1,134 accounts).
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Questions about Joseph
Is Joseph Rudnicki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Fourth Dimension Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Fourth Dimension Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Rudnicki based?
Joseph Rudnicki is based in Middleburg Heights, Ohio.
Is Joseph Rudnicki registered with the SEC?
Yes. Joseph Rudnicki is registered as an investment adviser representative in OH (CRD 6400376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fourth Dimension Wealth manage?
Fourth Dimension Wealth reports $356.4M across 1,134 accounts in assets under management.
How do I contact Joseph Rudnicki?
Through Joseph's website, www.cleargoalfinancial.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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