Firm
Cleveland Retirement Planning
Westlake, Ohio
Fee-only
Cleveland Retirement Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 60 individual clients, 22 of them high net worth.
- Its average account is about $382,000 (assets it manages divided by its 128 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Westlake, Ohio |
|---|---|
| Website | clevelandretirementplanning.com |
| Phone | (216) 801-4874 |
Cleveland Retirement Planning fees
Cleveland Retirement Planning 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 · Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 38 |
| High-net-worth clients | 22 |
| Accounts managed | 128 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 308911 |