Firm
First Fiduciary Investment Counsel
Cleveland, Ohio
Fee-only
First Fiduciary Investment Counsel at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 5 employees and 264 individual clients, 173 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 460 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cleveland, Ohio |
|---|---|
| Website | firstfiduciary.com |
| [email protected] | |
| Phone | (216) 643-9100 |
First Fiduciary Investment Counsel fees
First Fiduciary Investment Counsel 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 | $566 million |
| Individual clients | 91 |
| High-net-worth clients | 173 |
| Accounts managed | 460 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-11685) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 111144 |