Bricker Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bricker Financial provides advisory and planning services primarily to pooled and institutional-type clients — including pension and profit-sharing plans, businesses, trusts/estates, and charitable organizations — rather than acting as a direct custodian or traditional retail asset manager. The firm reports no assets under management but, as of December 31, 2025, advised on approximately $84.5 million in assets under advisement.
The firm’s investment approach centers on long-term asset allocation and use of the Orion Portfolio Solutions platform to implement portfolios, allocating among selected third-party managers and strategists or serving as portfolio manager with limited discretion. Bricker Financial conducts ongoing monitoring of those third-party managers’ strategies, holdings and performance, provides financial planning support, and periodically offers educational seminars and workshops for clients and prospects.
Noteworthy distinctions include a disclosed affiliation with an accountancy firm whose principal provides tax and accounting services and may receive compensation when clients engage that firm, a relationship the brochure identifies and treats as a potential conflict of interest. The firm also emphasizes its role in selecting and overseeing other advisers via the OPS platform — an arrangement that is less common among peers — and discloses a prior regulatory consent related to transacting in a state while unregistered.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.70% annually $5,000,001+: 0.60% annually
Account minimum: $50,000 Minimum fee: $750 per year minimum fee (billed monthly, $62.50 minimum per month)
Main office
724 W Main Street
Marblehead OH 43440
Advisors at this office
1
Most active in
Ohio · Pennsylvania · West Virginia
Also doing business as
Bricker Financial · Bricker Financial Planning · Bricker Financial Planning, LLC · Next Step Financial Planning · Next Step Financial Planning LLC · Next Step Financial, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
-
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 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”)