Patriot Wealth Planners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
95
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
95
Very HighAverage account size
$0
About
The firm provides financial planning and consulting to individuals, high-net-worth clients, and fiduciaries such as trusts and estates. It does not directly manage client accounts; instead, it places clients with third-party investment managers and supports clients through paperwork, coordination, and periodic reviews.
Investment guidance centers on selection and ongoing monitoring of third-party managers, with the firm reviewing managers’ experience, investment philosophies, holdings, and performance to assess continued suitability. Financial planning and consulting are offered on a non-AUM basis, using fixed-fee or hourly arrangements, and implementation of investment recommendations is left to the client or the selected manager.
Distinctively, the firm does not offer direct portfolio management or custody of client assets and does not use percentage-of-assets-under-management fees, which is less common among independent advisors; it receives referral (solicitor) fees from recommended third-party managers and discloses procedures to mitigate the resulting conflicts. The managing member also conducts licensed insurance sales and business consulting as separate, compensated activities and maintains significant outside employment, all of which are disclosed as potential conflicts and optional services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$300 per hour
Fee-only: Fixed fees between $1,000 and $5,000 depending on complexity
Main office location
Patriot Wealth Planners LLC
1700 Woodlands Dr
Maumee OH 43537, United States
Number of offices
1
Most active in
Patriot Wealth Planners LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Michigan · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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