Unrivaled Wealth Management
Salem, Ohio
Unrivaled Wealth Management 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 11 individual clients, 6 of them high net worth.
- Its average account is about $341,000 (assets it manages divided by its 35 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Salem, Ohio |
|---|---|
| Website | unrivaledwm.com |
| [email protected] | |
| Phone | (776) 811-8206 |
Questions about Unrivaled Wealth Management
How much does Unrivaled Wealth Management charge?
Unrivaled Wealth Management publishes these prices: asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Unrivaled Wealth Management paid?
Unrivaled Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Unrivaled Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Unrivaled Wealth Management.
What is the average account at Unrivaled Wealth Management?
Unrivaled Wealth Management's average account is about $341,000. That's the assets on its Form ADV divided by its 35 accounts.
What does Unrivaled Wealth Management specialize in?
Unrivaled Wealth Management's advisors and website list equity compensation, tax planning and estate & legacy planning.
Is Unrivaled Wealth Management accepting new clients?
Yes, according to Unrivaled Wealth Management's website, checked October 28, 2026.
Unrivaled Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0–$1M 0.90%" source
"$15M+ 0.25%" source
"$0–$1M 0.90%" source
"For households with $3M+ in assets" source
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 |
|---|---|
| Assets managed | $12 million |
| Individual clients | 5 |
| High-net-worth clients | 6 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 325112 |
Advisors at this firm (1)
Other fee-only firms in Ohio
- Vaultis Private Wealth · Cincinnati
- Vawter Financial · Columbus
- Vela Investment Management · New Albany
- Vertice Capital Partners · Cincinnati
- Victory Financial Services · Medina
- Ville Wealth Management · Avon Lake
- Virgil Wealth Advisory · Cincinnati
- W.M. Baker Investments · Dublin