Ronald Rich
Ronald J. Rich Financial Advising · Lakewood, Ohio
Ronald Rich is a fee-only financial advisor at Ronald J. Rich Financial Advising in Lakewood, Ohio. Ronald J. Rich Financial Advising reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ronald J. Rich Financial Advising |
|---|---|
| Based in | Lakewood, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.8M across 24 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4851938 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ronald's firm compares
- Ronald J. Rich Financial Advising's average account is about $407,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Ronald
Is Ronald Rich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Ronald J. Rich Financial Advising 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, Ronald J. Rich Financial Advising, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Rich based?
Ronald Rich is based in Lakewood, Ohio.
Is Ronald Rich registered with the SEC?
Yes. Ronald Rich is registered as an investment adviser representative in OH (CRD 4851938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ronald J. Rich Financial Advising manage?
Ronald J. Rich Financial Advising reports $9.8M across 24 accounts in assets under management.
How do I contact Ronald Rich?
Contact details aren't on file yet. Search for Ronald J. Rich Financial Advising.
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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