Reservoir Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$170,311,351
Clients
438
Advisors
2
of 2 employees
About
Reservoir Retirement Management advises individuals — including high-net-worth clients — as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides investment management, comprehensive and modular financial planning (including a subscription-style ongoing planning option), and employee benefit plan services.
The firm primarily implements passive investment strategies built with index mutual funds and ETFs, while supplementing allocation decisions with fundamental and cyclical analysis. It constructs client-specific investment policy statements, manages both discretionary accounts and non-discretionary qualified retirement plan assets, and performs regular (typically quarterly) account reviews.
What is unusual for a firm of this size is its high client load per advisor (well over 200 clients per advisor), which aligns with its reliance on standardized, low-turnover portfolios and recurring planning subscriptions. The advisor team also integrates advisory services with contract tax/accounting work performed by the firm’s ownership, and maintains a material practice advising employer retirement plans and non-discretionary 401(k) assets.
Client services
Expertise
Occupation focus
Fee options
$1 - $100,000: 1.25% $100,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.75%
Comprehensive Financial Planning: upfront $250 plus $50-$600 per month, negotiable based on complexity
Comprehensive Financial Planning ongoing fee $50-$600 per month, paid monthly in arrears
Main office
2100 Lost Creek Boulevard
Lima OH 45804
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Reservoir Retirement Management, LLC · Reservoir Wealth Management
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.
Advisors at this firm
Jared W
CFP®, Series 66
Lima, OH
Reservoir Wealth Management
Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.
Shawn G
Series 65
Lima, OH
Reservoir Wealth Management
Shawn Goetz is a Series 65-licensed advisor with Reservoir Wealth Management in Lima, Ohio, where he has worked since 2019. He has six years of experience in the financial industry and previously spent 13 years at Magnam Truck & Equipment. Reservoir Retirement Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis, and offers discretionary investment management, comprehensive financial planning, and employee benefit plan consulting.
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