Fourth Dimension Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
146
Advisors
2
of 2 employees
About
Fourth Dimension Financial Group works with individual and high‑net‑worth clients as well as company 401(k) retirement plans, providing investment supervisory services, financial planning, and related wealth‑management support. The firm coordinates portfolio implementation through third‑party money managers and has added periodic educational seminars and workshops to its service offerings.
The firm documents each client’s situation in an Investment Policy Statement and matches clients to third‑party managers who implement and custody portfolios, while FDFG provides ongoing monitoring and communication. Although it describes charting and fundamental analysis and longer‑term trading as part of its analytical toolkit if it were to manage assets directly, day‑to‑day investment decisions are typically handled by the selected managers and disclosed in their materials.
Distinctive elements include the firm’s reported lack of regulatory assets under management and its operating model of recommending and overseeing external money managers rather than holding client assets directly or exercising discretionary custody. The brochure also discloses that firm principals hold insurance licenses and may offer commissionable insurance products, which the firm identifies as a disclosed, optional service and a potential conflict of interest.
Client services
Expertise
Fee options
Commission-based compensation may occur through insurance products sold by representatives who are licensed insurance agents, but clients are not required to implement plans through these representatives.
$250 per hour for financial planning, billed in advance
Fee-only: $250 per hour for financial planning
Main office
27121 Oakmead Drive, Suite B
Perrysburg OH 43551
Advisors at this office
2
Most active in
Michigan · Ohio · Texas
Also doing business as
Fourth Dimension Financial · Fourth Dimension Financial Group · Fourth Dimension Financial 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 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
Adam C
Series 63
Perrysburg, OH
Fourth Dimension Financial Group
Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.
David B
CFP®, Series 66
Perrysburg, OH
Fourth Dimension Financial Group
David Bensch is a CFP® with 12 years of industry experience and is currently an advisor at Fourth Dimension Financial Group. He has previously worked at Securian Financial Services and has been with Fourth Dimension Financial Group since 2012. Outside of his advisory work, he assists with operations at a family-owned hair salon in Perrysburg, OH. Fourth Dimension Financial Group serves individual and high-net-worth clients as well as company 401(k) plans, providing investment supervisory services, financial planning, and wealth management support. The firm coordinates portfolio implementation through third-party money managers and offers educational seminars and workshops.
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