Oncenter Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OnCenter provides investment advisory and financial planning services to individuals, trusts, estates, high-net-worth clients and retirement plans. In addition to typical individual portfolio management, the firm describes retirement plan advisory and pension consulting services for plan sponsors, including ERISA-focused investment oversight.
The firm’s investment approach is long-term and fundamentally driven, generally building broadly diversified portfolios that rely primarily on index-based exchange-traded funds while retaining legacy positions when they fit tax or strategy considerations. OnCenter offers both discretionary and non-discretionary management, ongoing monitoring and periodic rebalancing, and prepares written financial plans or ad-hoc consultations as requested.
Noteworthy for a small independent advisor, OnCenter actively provides retirement plan services—such as IPS design, vendor analysis, ERISA 3(21) investment oversight, performance reporting, participant education and occasional on-site meetings—which are less common among peers of this size. The brochure also highlights that the firm’s senior investment professional holds the CFA designation and a lengthy capital-markets background, which the firm links to its emphasis on low-cost, diversified solutions.
Client services
Expertise
Fee options
Fixed fee basis for financial planning services, negotiable
$0 - $1,000,000: 0.95% annually $1,000,001 - $2,500,000: 0.85% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: Negotiable
Up to $450 per hour for financial planning services
Fee-only: Fee-only advisory firm, no commissions
Main office
400 Park Avenue, Suite 409
Beachwood OH 44122
Advisors at this office
1
Most active in
Florida · Ohio
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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