Firm
Angart &
Beachwood, Ohio
Fee-only
Angart & at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 9 individual clients, 5 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 9 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Beachwood, Ohio |
|---|---|
| Website | angartinvestments.com |
| Phone | (216) 534-4424 |
Angart & fees
Angart & doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $16 million |
| Individual clients | 4 |
| High-net-worth clients | 5 |
| Accounts managed | 9 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 121394 |