Cleveland Retirement Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$48,837,988
Clients
60
Advisors
1
of 1 employees
About
Cleveland Retirement Planning LLC provides investment management, financial planning, and retirement plan advisory services to individuals—including higher‑net‑worth clients—as well as pensions and profit‑sharing plans. The firm offers portfolio management billed on an assets‑under‑management basis and delivers financial planning and estate‑planning coordination under separate fee arrangements.
The firm constructs diversified portfolios using mutual funds, exchange‑traded funds, individual equities and fixed‑income securities, applying both fundamental and technical analysis and considering international exposure where appropriate. It typically implements strategies on a discretionary basis, tailors allocations to client risk profiles and may recommend third‑party money managers while using SEI Investments and Charles Schwab platforms for execution and custody services.
Compared with many independent peers, Cleveland Retirement Planning additionally provides pension consulting and serves as advisor to several 401(k) plans—an offering that only a minority of similar firms provide. The firm also coordinates estate‑document creation through a third‑party provider (EncorEstate/Helios) and manages a material level of discretionary assets while generally working with clients who meet its wealth‑suitability criteria.
Client services
Expertise
Fee options
Financial planning flat fee as agreed upon; Estate planning flat fee $1,500 to $3,500 per engagement
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,000,000: 0.60% Over $7,000,000+: 0.50%
Financial planning services provided at hourly rate as agreed upon in Financial Planning contract
Fee-only: Financial planning services at flat fee as agreed upon; Estate planning services $1,500 to $3,500 per plan
Main office
1991 Crocker Road, Suite 600
Westlake OH 44145
Advisors at this office
1
Most active in
Ohio
Also doing business as
Cleveland Retirement Planning LLC · Trustpoint 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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