Affinity Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Affinity Financial LLC provides fee‑based portfolio management and financial planning to individuals and a range of institutional clients, including corporate pension and profit‑sharing plans, charitable organizations, foundations, municipalities, and trust programs. Beyond AUM‑based management, the firm offers consultation on retirement, pension, estate, college planning, and other general financial planning topics, and provides occasional non‑securities advice such as tax and business planning.
The firm typically delivers investment supervisory services by co‑managing accounts through institutional platforms and third‑party sub‑advisors, implementing discretionary mandates consistent with each client’s stated objectives and custodial model programs. Representatives may introduce clients to outside money managers, monitor selected models, and rely on custodian reporting and periodic reviews to assess performance and suitability.
Affinity Financial maintains several affiliations that are uncommon for a firm of its size: it is connected to an insurance agency and tax‑preparation business that sells life, health, and annuity products (with commissions paid for those separate transactions), and it engages in pension consulting for plan sponsors. The firm also acts as a solicitor for third‑party advisors and custodians and has an educational role through adjunct teaching and insurance pre‑licensing instruction, activities disclosed as separate from its advisory services.
Client services
Expertise
Fee options
$100,000 - $200,000: 2.25% $201,000 - $300,000: 2.00% $301,000 - $400,000: 1.90% $401,000 - $500,000: 1.85% $501,000 - $600,000: 1.80% $601,000 - $700,000: 1.75% $701,000 - $800,000: 1.70% $801,000 - $900,000: 1.65% $901,000+: 1.50%
$160 per hour for basic consultation (after first 45 minutes); $250-$275 per hour for advanced planning services
Account minimum: $100,000 Fee-only: $160 per hour for basic consultation after first 45 minutes; $250-$275 per hour for advanced planning and preparation services
Main office
Solon OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)