Reed Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$374,334,114
Clients
343
Advisors
4
of 10 employees
About
Reed Financial Services, Inc. is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities, managing roughly $389 million in client assets as of December 31, 2025. The firm provides discretionary investment management using core model portfolios, fee‑based financial planning, and project‑based institutional consulting.
The firm follows a team approach so multiple representatives and an Investment Committee participate in client intake, portfolio construction, and ongoing monitoring, typically using mutual funds and ETFs and applying principles of Modern Portfolio Theory. Accounts are generally managed on a discretionary, model‑based basis but may be customized or blended to meet more complex needs; Reed recommends Pershing as its preferred custodian for execution and custody.
A distinctive aspect of Reed is that several representatives also operate as registered broker‑dealer representatives and licensed insurance agents and the firm is registered as an insurance agency, so clients may occasionally be offered commission‑based securities or insurance products even though such sales historically represent a small portion of overall business. The firm discloses these dual roles and related conflicts of interest, and notes circumstances where commission‑bearing or insurance products included in managed assets may result in management‑fee waivers on those specific holdings — features prospective clients should consider when comparing peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $5,000 or more for Financial Planning and Consulting Services depending on scope and complexity.
$1 - $500,000: 1.25% annually $500,001 - $2,000,000: 1.00% annually $2,000,001+: 0.85% annually
Commission-based compensation received from sales of securities and insurance products by Representatives acting in separate capacities as registered representatives or insurance agents.
Typically ranges from $100 to $400 per hour for Financial Planning and Consulting Services.
Account minimum: $500,000
Main office
5885 Landerbrook Drive, Suite 110
Cleveland OH 44124
Advisors at this office
4
Most active in
Florida · Louisiana · North Carolina · Ohio · Texas · Virginia
Also doing business as
James Reed Financial Services, Inc. · Reed Financial Services, Inc. · Reed James Financial Services Inc
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
Evan W
Series 66
Cleveland, OH
Reed Financial Services, Inc.
Evan Watson is a financial advisor at Reed Financial Services, Inc. in Cleveland, OH, holding a Series 66 designation with nine years of industry experience. He has worked at APW Capital, Inc. since 2017 and previously spent a year at Cambridge Investment Research, Inc. Outside of his advisory role, he serves as a registered assistant at APW Capital, contributing to trading and research analysis. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management primarily through core model portfolios, fee-based financial planning, and institutional consulting.
Liam S
CFP®
Cleveland, OH
Reed Financial Services, Inc.
Liam Studt is a CFP® professional with six years of industry experience, currently affiliated with Reed Financial Services, Inc. He has worked at APW Capital, Inc. since 2019 and has been associated with James Reed Financial Services, Inc. since 2017. Reed Financial Services, Inc. is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $389 million in client assets and employs a team approach using core model portfolios, primarily mutual funds and ETFs, with discretionary management and fee-based financial planning.
Amanda L
CFP®, Series 63
Cleveland, OH
Reed Financial Services, Inc.
Amanda Lisachenko is a CFP® professional with 27 years of experience in the financial services industry. She has served at Reed Financial Services, Inc. since 1998 and at APW Capital, Inc. since 2011. In addition to her advisory roles, she serves on the finance committee of St. Mary's of the Assumption in Mentor, Ohio. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, employing a team approach with discretionary, model-based portfolio management that incorporates Modern Portfolio Theory.
Janet E
CFP®, Series 66
Cleveland, OH
Reed Financial Services, Inc.
Janet Edwards is a CFP® with 17 years of industry experience, currently serving at Reed Financial Services, Inc. She has worked at APW Capital, Inc. since 2015 and has been associated with James Reed Financial Services, Inc. since 2012. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets as of December 31, 2025. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management, fee-based financial planning, and institutional consulting through a team-based approach.
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