Todd Kalish
Park Edge Advisors · Cleveland, Ohio
Todd Kalish is a fee-only financial advisor at Park Edge Advisors in Cleveland, Ohio. Park Edge Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Park Edge Advisors |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $522.5M across 900 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2865875 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | parkedgeadvisors.com |
| Profile |
How Todd's firm compares
- Park Edge Advisors's average account is about $581,000, from its Form ADV (assets managed divided by 900 accounts).
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Questions about Todd
Is Todd Kalish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Park Edge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Park Edge Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Todd Kalish based?
Todd Kalish is based in Cleveland, Ohio.
Is Todd Kalish registered with the SEC?
Yes. Todd Kalish is registered as an investment adviser representative in OH (CRD 2865875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Park Edge Advisors manage?
Park Edge Advisors reports $522.5M across 900 accounts in assets under management.
How do I contact Todd Kalish?
Through Todd's website, parkedgeadvisors.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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