Firm
Woodland Wealth Partners
Pepper Pike, Ohio
Fee-only
Woodland Wealth Partners at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 218 individual clients, 124 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 568 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Pepper Pike, Ohio |
|---|---|
| Website | woodlandwealthpartners.com |
| [email protected] | |
| Phone | (330) 416-5509 |
Woodland Wealth Partners fees
Woodland Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Performance-based fees |
|---|---|
| Assets managed | $712 million |
| Individual clients | 94 |
| High-net-worth clients | 124 |
| Accounts managed | 568 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-135722) |
| Financial planning | Offered |
| Form ADV filed | July 28, 2026 |
| SEC record | CRD 340877 |