Resolute Wealth Advisor, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$211,072,948
Clients
796
Advisors
3
of 4 employees
About
Resolute Wealth Advisor serves a mix of individual investors—including high‑net‑worth clients—and institutional plan sponsors, providing discretionary and non‑discretionary portfolio management, written financial planning, and consulting for trusts, charitable organizations, corporations and employer‑sponsored retirement plans. The firm reports approximately $293.8 million in assets under management, three advisors and roughly 796 client relationships, and initiates advisory engagements with a signed Investment Management Agreement.
The firm documents client profiles and investment plans and implements portfolios across cash, mutual funds, ETFs, individual bonds and equities, and, when appropriate, alternative investments, rebalancing based on market views and client objectives. RWA also uses third‑party platforms and programs—such as Envestnet’s Fund Strategist Portfolios for model-based strategies and Tamarac for reporting—and provides both ERISA 3(21) advisory and 3(38) discretionary manager services for retirement plan sponsors, including participant education and fiduciary monitoring.
Noteworthy features in the brochure that distinguish Resolute from many peers include its work with employer plan sponsors and reported state/municipal government clients and its explicit disclosure that some investment adviser representatives act as licensed insurance agents, creating potential conflicts the firm documents and manages. The brochure also describes firm capabilities that go beyond basic wealth management—facilitating Schwab Pledged Asset Lines, enrolling clients in Envestnet overlays where appropriate, and integrating institutional reporting technology—which together reflect a combination of plan‑level fiduciary services, insurance‑related activities, and institutional operating infrastructure less common among similar supported firms.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans range from $2,500 to $15,000; negotiable.
$0 - $499,999: 1.00% $500,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.25% $10,000,000+: 0.20%
Fees for financial consulting services may be billed hourly; specific hourly rates not stated.
Account minimum: $500,000 Fee-only: Fixed fees range from $2,500 to $15,000 for financial planning; fees are negotiable.
Main office
1100 East Main Cross Street, Suite 157
Findlay OH 45840
Advisors at this office
3
Most active in
Florida · Mississippi · Ohio
Also doing business as
Resolute Wealth Advisor, Inc. · Wealspire Strategies 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Quick links
Advisors at this firm
Brayden T
Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.
Ryan G
CFP®, Series 63, Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.
Scott H
CFP®, Series 63, Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)