Park Edge Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $2,500 and $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Park Edge Advisors, LLC bills

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

• “Fee adjustments for partial withdrawals and additional deposits may be calculated in arrears on the next quarterly period billing cycle.”
• “The fees charged are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “Financial planning fees are paid via check.”

How Park Edge Advisors, LLC’s fees compare

• Its flat or project fee of $2,500-$15,000 spans the Ohio median of $3,250. 86% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Cleveland that publish a flat or project fee charge less.

About Park Edge Advisors, LLC

• Firm size: 8 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

312

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$522,549,585

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317521

Website

parkedgeadvisors.com (opens in new tab)

Phone

(216) 727-0144

Can advise clients in 8 states: California, Florida, Michigan, North Carolina, New Jersey, New York, Ohio, Texas

Other planners in Cleveland that publish fees

• Anfield Wealth ManagementCleveland$500, $200/mo
• Beacon Financial Advisory LLCCleveland$250⁠-⁠$20,000
• Cleveland Wealth, LLCCleveland$1,200⁠-⁠$10,000
• Ethos Financial PlanningCleveland$2,000⁠-⁠$10,000
• Family Financial Services, LLCCleveland$50⁠-⁠$250/hr
• Firefly Wealth ManagementCleveland$5,000

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