Tidmore Retirement Planning Specialists fees and pricing
Financial planner in Beachwood, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 21, 2026, Tidmore Retirement Planning Specialists charges an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000/yr
“Clients with assets between $50,000 and $99,999.99 shall be charged our minimum annual fee of $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tidmore Retirement Planning Specialists bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable at the discretion of the Adviser, depending on the size and complexity and type of account.”
- “Fees are due quarterly, in arrears, based upon the quarterly ending balance of the accounts under managing.”
- “Alternatively, the Firm may charge a flat advisory fee, paid in arrears, with an allowance for annual CPI increases.”
How Tidmore Retirement Planning Specialists’ fees compare
- Its annual fee of $1,000 is below the Ohio median of $5,000. 9% of the 79 other Ohio planners that publish an annual fee charge less.
About Tidmore Retirement Planning Specialists
“We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
- Firm size: 4 employees.
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Insurance analysis
Firm details from Form ADV
- 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% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 214
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $112,894,012
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121028
- Phone
- (440) 498-1396
Other planners in Beachwood that publish fees
- Kosmin Wealth ManagementBeachwood$150/hr, $300-$3,000
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
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.