Resource Strategies Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Resource Strategies, Inc. offers investment advisory services and comprehensive financial planning that can include estate, business, education and retirement planning, and it arranges asset management through third‑party money managers and insurance products. The firm's ADV lists individuals and high‑net‑worth individuals among potential client types but current reporting indicates it does not maintain individual or high‑net‑worth client relationships, which is uncommon for firms in this supported cohort.
The firm provides non‑discretionary portfolio management and emphasizes fundamental analysis and targeted asset allocation, with implementation frequently accomplished by recommending third‑party programs through SEI and Nationwide. Advisors at the firm also act as registered representatives of a broker‑dealer and as licensed insurance agents, coordinate with clients’ other professionals, and perform periodic account reviews and reporting.
Noteworthy characteristics for a firm of this size include a long operating history and a principal with CFP and AEP credentials and active involvement in estate‑planning organizations, reflecting a pronounced estate and planning orientation. The business model relies on outsourced discretionary managers for day‑to‑day trading while retaining non‑discretionary advisory relationships and combines advisory fees with potential commission income from broker‑dealer and insurance activities disclosed in the brochure.
Client services
Expertise
Occupation focus
Fee options
Fixed dollar amount fees for financial planning modules.
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Commissions earned on securities transactions and insurance products sales.
Minimum fee: Minimum quarterly fee of $250 Fee-only: Financial planning fees - fixed dollar amount, negotiable based on scope and complexity.
Main office
29425 Chagrin Blvd., Suite 100
Pepper Pike OH 44122
Advisors at this office
1
Most active in
Florida · Ohio
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.
Forms ADV
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