Wealth Advisors LLC

Financial Advisor in Mayfield Heights, OH

Firm Info
Address: Cleveland, OH 44124, USA
Website:
Phone: (440) 565-7411

Firm Size
Assets Under Management: $313.3 million
# of Advisors: 4
# of Clients: 369
Client to Advisor Ratio: 92:1
Average Account Size: $849,158
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Wealth Advisors, Inc. Overview

WEALTH ADVISORS, INC. is a fee-only registered investment advisory firm that provides investment advice to individuals and small businesses. The company is headquartered in Henderson, Nevada and has been in business since 2018. This firm is focused on delivering top-quality investment advice to its clients, and it offers a range of services to help meet their financial needs and goals. At WEALTH ADVISORS, INC., clients can take advantage of financial planning services tailored to their unique situations. This service helps clients develop a comprehensive plan for their finances and identify areas for improvement. The company also offers portfolio management services, which can help clients grow and protect their investments through sound financial planning and investment strategies. Additionally, WEALTH ADVISORS, INC. provides consulting services to ensure clients get the most value out of their investments. With a team of seasoned financial experts, the firm is well-equipped to handle any challenge and provide clients with deep insights into investment strategies and accounting practices. Overall, WEALTH ADVISORS, INC. is an excellent choice for individuals and small businesses looking for comprehensive financial advice. The fee-only structure ensures that clients receive objective, unbiased advice that’s free from conflicts of interest.

WEALTH ADVISORS, INC. is a financial advisory firm that caters to a diverse range of clients, including individuals, pension or profit sharing plans, charitable organizations, and high net worth individuals. The company provides financial planning, investment management, and wealth management services to empower their clients to achieve their financial goals. The company firmly believes in the importance of customized financial plans, tailored to suit the clients' specific needs, goals, and risk tolerance. As such, they provide their clients with the personalized attention and expertise that they need to navigate the complex world of finance successfully. As for the fee structures, WEALTH ADVISORS, INC. offers flexible pricing options, depending on the type of service provided. They offer three primary fee structures, namely percentage of AUM, hourly, and fixed fees. The percentage of AUM fee structure, also known as the assets under management fee, is a typical fee charged by investment managers and advisors. It is calculated as a percentage of the client's portfolio value under active management. The second fee structure, hourly, is charged to clients who require financial planning or consulting services, and it is based on the time spent by the advisor on the client's case. Lastly, the fixed fee structure is charged for specific financial planning services or products, such as estate planning or retirement income planning. Wealth Advisors, Inc. helps clients choose the best pricing model for their particular financial needs and goals.

Typical Clients, Fee Structures & Investment Minimum

According to Wealth Advisors, Inc.'s Part 2 Brochure, the minimum account size is $100,000 of assets under management. However, the Adviser has the sole discretion to waive the account minimum.

How This Office Can Help Mayfield Heights, OH Residents

Wealth Advisors LLC is a financial advisory firm in Mayfield Heights, OH that assists clients with a range of financial situations. Their team of experienced advisors work with clients to create customized financial plans that align with their needs and goals. They specialize in retirement planning, investment management, estate planning, tax planning, and insurance analysis. For someone living in Mayfield Heights, OH, they may be facing financial challenges related to retirement planning. With a high cost of living, it can be difficult to save for retirement while also meeting day-to-day expenses. Wealth Advisors LLC can help clients assess their current retirement savings and develop a plan to ensure they are on track to reach their goals. Additionally, they can assist with investment management to help grow their savings and estate planning to ensure their assets are protected and distributed according to their wishes.

To view the Minimum Investment and Fee Schedule for Wealth Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Wealth Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealth Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location Cleveland, OH 44124, USA
Phone (440) 565-7411
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 170 S. GREEN VALLEY PARKWAY, SUITE 300, HENDERSON, NV 89012, United States

This firm has no other locations.

State Registrations

Wealth Advisors, Inc. is registered to service clients in the following states:

  • California
  • Nevada
  • Texas

Disciplinary History

Wealth Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs