Ronald Bates
St. Clair Advisors · Mayfield Heights, Ohio
Ronald Bates is a fee-only financial advisor at St. Clair Advisors in Mayfield Heights, Ohio, who holds the CFP and PFS credentials. Ronald focuses on small business owners, equity compensation and estate & legacy planning. St. Clair Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Founders
Facts
| Firm | St. Clair Advisors |
|---|---|
| Based in | Mayfield Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.07B across 536 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in FL, OH, TX · CRD 2713953 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.saintclairllc.com |
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Questions about Ronald
Is Ronald Bates a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and St. Clair Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, St. Clair Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Bates based?
Ronald Bates is based in Mayfield Heights, Ohio.
What does Ronald specialize in?
Ronald's specialties include small business owners, equity compensation and estate & legacy planning. Ronald works with executives, multi-generational families and founders.
What credentials does Ronald Bates hold?
Ronald Bates holds the CFP and PFS credentials.
Is Ronald Bates registered with the SEC?
Yes. Ronald Bates is registered as an investment adviser representative in FL, OH and TX (CRD 2713953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does St. Clair Advisors manage?
St. Clair Advisors reports $1.07B across 536 accounts in assets under management.
How do I contact Ronald Bates?
Through Ronald's website, www.saintclairllc.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
- St. Clair Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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