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Resolute Wealth Advisor, Inc.

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Client assets under management

$211,072,948

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Clients

796

56% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

265

Very High

Average account size

$265,167

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial plans range from $2,500 to $15,000; negotiable.

Percentage

$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%

Project-based

Fees for financial consulting services may be billed hourly; specific hourly rates not stated.

Other

Account minimum: $500,000 Fee-only: Fixed fees range from $2,500 to $15,000 for financial planning; fees are negotiable.

Main office location

Resolute Wealth Advisor, Inc.

1100 East Main Cross Street, Suite 157

Findlay OH 45840, United States

Number of offices

1

Most active in

More info

Florida · Mississippi · Ohio

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 419-422-4400

Advisors at this firm

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user avatar

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.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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