Athletes Financial Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and participant-directed retirement plans. It prepares written investment policy statements, monitors client portfolios, and offers retirement-plan consulting and participant education as part of its services.
The firm employs a passive, asset-allocation approach grounded in Modern Portfolio Theory, favoring passively managed asset-class mutual funds and ETFs and routinely using Dimensional Fund Advisors’ securities in client portfolios. It uses Monte Carlo analysis in planning, conducts ongoing portfolio monitoring, and may delegate fixed-income management and trade processing to third‑party managers and a back‑office provider.
Noteworthy among peers, the firm is affiliated with operating accounting practices and a financial‑education business, and the principal holds CPA/PFS credentials and individual insurance licensure, allowing coordination of advisory, accounting, education and insurance services for clients. The firm also uses a cash‑management aggregator service and has a succession/back‑office relationship with a larger advisory platform to support continuity and sub‑advisory services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees range from $3,000 to $24,000
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.50%
Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000 generally required
Main office
159 Crocker Park Blvd., Suite 400
Westlake OH 44145
Advisors at this office
1
Most active in
Louisiana · Ohio · Texas
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")