eAdvisor LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
eAdvisor provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, typically implementing investment management by directing client assets to a third-party manager. The firm reports no assets under its own management and generally delivers ongoing advisory services while referring execution and custody responsibilities to the third‑party manager.
The firm’s investment approach uses a mix of methods — charting, fundamental, technical and quantitative analysis, and modern portfolio theory — and employs both long‑ and short‑term trading strategies. eAdvisor conducts due diligence on recommended third‑party managers, reviews their ongoing performance, and does not accept discretionary trading authority over client accounts.
Distinctive aspects include that some representatives hold CPA credentials and may offer accounting and tax services alongside advisory services, reflecting an affiliation with accounting activities that is uncommon among peers. The firm also relies on a third‑party manager to custody assets and deduct fees (resulting in no regulatory AUM or custody for eAdvisor), requires clients to use specified custodians, and does not aggregate trades across multiple client accounts.
Client services
Expertise
Fee options
Fixed financial planning fees between $500 and $5,000 per plan
$0 - $100,000: 1.50% annually $100,001 - $999,999: 1.25% annually $1,000,000+: 0.99% annually
Account minimum: $25,000 (may be waived) Fee-only: Financial planning fixed fees between $500 and $5,000, charged 100% in advance
Main office
See office4555 Lake Forest Drive, Suite 650
Cincinnati OH 45242
Advisors at this office
1
Offices (2)
Most active in
Ohio
Also doing business as
Eadvisor LLC · Na, Elizabeth
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
Advisors at this firm
Elizabeth N
Series 63
Cincinnati, OH
eAdvisor LLC
Elizabeth Na is a financial advisor with eAdvisor LLC in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has served at eAdvisor LLC since 2014 and concurrently owns and operates Na & Associates CPA LLC, an accounting firm, where she also holds a licensed insurance agent status. In addition, she is president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, directing client assets to third-party managers. The firm employs a range of investment methods, including charting, fundamental, technical, and quantitative analysis, without discretionary trading authority over client accounts.
Michael M
Series 63
Cincinnati, OH
eAdvisor LLC
Michael Mccormick is a financial advisor at eAdvisor LLC with 19 years of industry experience. He holds the Series 63 designation and has held roles at eAdvisor since 2017, Financial Gravity Wealth, Inc. since 2014, and MJ McCormick, LLC since 2010. Outside of financial advising, he is the managing member of MJ McCormick, LLC, a public accounting firm, and president of BackupCellar, Inc., a data backup services company. eAdvisor LLC offers financial planning and referral-based portfolio management primarily for individuals, trusts, retirement accounts, and charitable organizations. The firm employs a mixed investment approach incorporating charting, fundamental, technical, and quantitative analysis, and relies on third-party managers for execution and custody without accepting discretionary trading authority.
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