Fidato Wealth LLC fees and pricing

Financial planner in Middleburg Heights, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 3, 2026, Fidato Wealth LLC charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000/yr; “The minimum annual fee for directly managed accounts is $5,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“If client chooses to hire these individuals for their services, additional fees from the provider will apply, and the Client will be billed directly by that provider.”
“Fees are billed on a pro-rata annualized basis quarterly in arrears based on the value of your account on the last day of the quarter.”
“Unless otherwise noted in writing, our firm bills on cash.”

Its annual fee of $5,000 matches the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 297
Employees: 12
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $510,752,617
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 158173
Website: link.edgepilot.com/s/23d67d94/56uFHbfYbUS_3JlPguKj1Q?u=https://www.youtube.com/channel/UCAS-ToVnb5GIBRZPqAX-UgA (opens in new tab)
Phone: (440) 572-5552

Can advise clients in 3 states: Florida, Ohio, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.