Bespoke Family Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bespoke Family Advisors serves individuals, high‑net‑worth clients, charitable organizations, and corporate plan sponsors by providing investment management alongside ongoing and project‑based financial planning. The firm operates on a fee‑only basis and offers discretionary portfolio management across equities, fixed income, mutual funds, ETFs, annuities, and cash equivalents.
The firm builds client portfolios around target asset allocation and combines passive and active strategies, with the option to employ independent outside managers and Schwab’s Model Market Center™ to implement or customize model-based portfolios. Clients typically grant the adviser limited discretionary authority for trading, and the firm directs custody and execution through an institutional Charles Schwab platform.
Compared with many independent peers, BFA is notable for offering institutional‑style services — including retirement plan consulting for employer plans and the ability to manage trust investment accounts where National Advisors Trust Company serves as trustee — capabilities that are relatively uncommon for firms of this size. The firm also emphasizes ongoing advisory relationships and tailored plan implementation, rather than limiting engagements to single project deliverables.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fee range: $3,000 to $5,000
$0 - $500,000: 1.10% $500,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.30%
Ongoing Financial Planning fixed fee range: $1,000 to $10,000 annually, paid quarterly in arrears
Fee-only: Ongoing Financial Planning fixed fees: $1,000 to $10,000 annually, paid quarterly in arrears; Project-Based Financial Planning fixed fees: $3,000 to $5,000 one-time
Main office
Mansfield OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Bespoke Family Advisors · Bespoke Family Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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