Fidato Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$502,022,159
Clients
297
Advisors
7
of 12 employees
About
Fidato Wealth serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, and trusts and estates, offering asset management, comprehensive financial planning, retirement plan consulting, and selection/oversight of third‑party money managers and trust administration options. The firm reports approximately $510.8 million in discretionary assets under management and generally applies a household minimum above $1.5 million for its advisory services.
The firm emphasizes continuous, individualized account supervision with portfolios constructed from individual stocks and bonds, ETFs, and mutual funds, and conducts at least quarterly reviews with rebalancing as needed; it may also engage sub‑advisors and performs initial due diligence and ongoing monitoring of those managers. Fidato integrates technology into its planning workflows, including the use of AI tools to capture and summarize meeting documentation and generate planning outputs, while disclosing the risks associated with those tools.
Noteworthy distinctions disclosed in the brochure include that the firm also operates as a licensed insurance agency and that a firm principal is a licensed insurance agent who may recommend fixed insurance products on a commission basis (the brochure states this activity occupies less than 5% of that person’s time), a potential conflict the firm discloses. The brochure also describes options for corporate trustee and third‑party trust administration and indicates the firm references third‑party evaluations in its public materials, features that differentiate it from many peer team advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001+: 0.50% annually
Account minimum: $1,500,000 Minimum fee: Minimum annual fee for directly managed accounts is $5,000 (may be negotiated or waived at discretion). Fee-only: Initial consultation fee for investment analysis and initial financial plan ranges from $750 to $25,000 (waived if client engages for Asset Management & Financial Planning services).
Main office
7530 Lucerne Dr, Suite 400
Middleburg Heights OH 44130
Advisors at this office
7
Most active in
Florida · Ohio · Texas
Also doing business as
Fidato Wealth LLC · Fidato Wealth, LLC · Safeguard Financial, LLC · The Fidato Group 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Brian E
Series 65
Middleburg Heights, OH
Fidato Wealth LLC
Brian Eberhardt is a financial advisor at Fidato Wealth LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Fidato Wealth since 2015, working within a team of six advisors based in Middleburg Heights, Ohio. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios including individual stocks, bonds, ETFs, and mutual funds.
Marissa B
CFP®
Middleburg Heights, OH
Fidato Wealth LLC
Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving at Fidato Wealth LLC since 2020. Prior to that, she worked at True Wealth Design, LLC from 2015 to 2020. Outside of financial advising, she consults on cleaning products for Norwex, primarily assisting friends and family. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly reviews and rebalancing.
Brennan T
CFP®, Series 65
Middleburg Heights, OH
Fidato Wealth LLC
Brennan Thiergartner is a CFP® and holds a Series 65 license, currently serving as an advisor at Fidato Wealth LLC with four years of industry experience. Prior to his financial advisory career, he worked in landscape construction services and education. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management and comprehensive financial planning with a focus on individualized account supervision and technology integration.
Anthony D
CFP®, Series 65
Middleburg Heights, OH
Fidato Wealth LLC
Anthony D'amico is a financial advisor at Fidato Wealth LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Fidato Wealth since 2008. In addition to his advisory role, he is a licensed insurance agent and dedicates part of his time to offering fixed life insurance products as part of comprehensive financial plans. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios built from stocks, bonds, ETFs, and mutual funds, incorporating technology and quarterly reviews as part of its investment approach.
Amy D
Series 65
Middleburg Heights, OH
Fidato Wealth LLC
Amy D'amico is a financial advisor at Fidato Wealth LLC in Middleburg Heights, OH, holding a Series 65 designation with 14 years of industry experience. She has been with Fidato Wealth since 2009. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, offering asset management, financial planning, retirement plan consulting, and trustee services. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly portfolio reviews, integrating technology and AI tools in its planning processes.
Andrew O
CFP®, Series 66
Middleburg Heights, OH
Fidato Wealth LLC
Andrew Outcalt is a CFP® and holds a Series 66 license, with five years of industry experience. He currently works at Fidato Wealth LLC, where he has been since 2026, following prior roles at Cary Stamp & Company, Commonwealth Financial Network, JPMorgan Chase Bank, J.P. Morgan Securities, and UBS. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by offering asset management, comprehensive financial planning, retirement plan consulting, and third-party money manager selection and oversight. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios that include stocks, bonds, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.
Daniel Y
CFP®, Series 66
Middleburg Heights, OH
Fidato Wealth LLC
Daniel Yergan is a CFP® with six years of industry experience, currently serving as an advisor at Fidato Wealth LLC. Prior to joining Fidato Wealth in 2023, he worked at Valmark Financial Group for five years. His background also includes roles outside the financial sector, including experience in marketing and manufacturing. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with diversified portfolios, regular reviews, and integration of technology such as AI tools into its planning processes.
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