Firm
Park Edge Advisors
Cleveland, Ohio
Fee-only
Park Edge Advisors at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 8 employees and 312 individual clients, 100 of them high net worth.
- Its average account is about $581,000 (assets it manages divided by its 900 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cleveland, Ohio |
|---|---|
| Website | parkedgeadvisors.com |
| Phone | (216) 727-0144 |
Park Edge Advisors fees
Park Edge Advisors 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $523 million |
| Individual clients | 212 |
| High-net-worth clients | 100 |
| Accounts managed | 900 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-125820) |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 317521 |