Return on Life Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$412,787,982
Clients
255
Advisors
4
across 2 offices
About
Return on Life Wealth Partners works with individuals, high‑net‑worth families, business owners, and retirement plans to provide comprehensive financial planning and discretionary portfolio management. The firm’s service menu includes tax and estate planning coordination, retirement plan consulting, 529 plan management, and family‑office style offerings intended to integrate financial, insurance, and legacy planning.
The firm describes a values‑centered, holistic planning process that begins with family core values and uses a tailored investment policy and ongoing reviews to align portfolios with client goals and risk tolerance. Advisors typically manage accounts on a discretionary basis, use WealthVision for consolidated reporting, and meet with clients at least annually while employing AI tools for administrative support (not for investment decision‑making).
Compared with many team advisers, Return on Life offers retainer or subscription‑style arrangements billed in advance in addition to AUM and fixed planning fees, and it provides several concierge services (e.g., Personal CFO, Complete Family Office, STAR for high‑profile clients, elder care planning, bill management, and a Divorce Financial Analyst). The firm also discloses a close operational relationship with LPL Financial — including access to LPL advisory programs and that some advisors hold FINRA registrations and may, in their capacity as registered representatives, offer broker‑dealer products — which the brochure identifies as a potential source of conflicts of interest to consider.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning projects generally range from $1,500 to $10,000, retainer engagements typically range from $5,000 to $20,000 annually
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,000 - $2,999,999: 1.10% $3,000,000 - $3,999,999: 1.00% $4,000,000 - $5,999,999: 0.90% $6,000,000 - $9,999,999: 0.80% $10,000,000 - $14,999,999: 0.70% $15,000,000 - $19,999,999: 0.60% $20,000,000 - $49,999,999: 0.50% $50,000,000+: 0.45%
$325 per hour
Retainer engagements billed quarterly in advance, typically $5,000 to $20,000 annually
Main office
See office7000 Fitzwater Road, Suite 300
Cleveland OH 44141
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Florida · Maryland · New York · Ohio · Oregon · Pennsylvania · Texas
Also doing business as
401(k) Prosperity · Frank Fantozzi · Planned Financial Services · Planned Financial Services, LLC · Return On Life Wealth Partners
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Danielle L
Series 66
Cleveland, OH
Return on Life Wealth Partners
Danielle Lechard is a financial advisor with Return on Life Wealth Partners in Cleveland, OH, holding a Series 66 credential and five years of industry experience. She has worked at firms including LPL Financial, Alliance Bernstein, and Planned Financial Services. Return on Life Wealth Partners serves individuals, high-net-worth families, business owners, and retirement plans with comprehensive financial planning and discretionary portfolio management, offering services such as tax and estate planning coordination and family-office style solutions. The firm uses a values-centered approach to align portfolios with client goals and provides a range of concierge services alongside traditional advisory offerings.
Chelsea H
CFP®, ChFC®, Series 63, Series 65
Cleveland, OH
Return on Life Wealth Partners
Chelsea Hussey is a CFP® and ChFC® with 15 years of experience in financial advisory roles. She currently serves at Return on Life Wealth Partners, having previously worked at firms including LPL Financial and Northwestern Mutual. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that aligns investment and legacy strategies with client goals and offers a range of fee arrangements alongside specialized services.
Yuanyuan Y
Series 66
Baltimore, MD
Return on Life Wealth Partners
Yuanyuan Yang is a financial advisor with Return on Life Wealth Partners in Baltimore, MD, holding a Series 66 designation and 13 years of industry experience. Yang has worked at LPL Financial since 2012 and is also involved with Planned Financial Services and 401(k) Prosperity. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that integrates investment, risk management, and legacy strategies with client goals and offers a range of fee arrangements and specialized services.
Frank F
Series 63
Brecksville, OH
Return on Life Wealth Partners
Frank Fantozzi is a financial advisor with Return on Life Wealth Partners in Brecksville, Ohio, holding a Series 63 designation and over 32 years of industry experience. He has worked at Planned Financial Services, LLC and LPL Financial since 2004. Outside of advising, Frank serves as a non-profit board member coaching a girls travel soccer team and has acted as an expert witness in legal cases. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning approach that integrates investment, risk management, and legacy strategies aligned with client goals, offering both traditional and flexible fee arrangements.
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