Tidmore Retirement Planning Specialists
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors as well as individual investors, including IRA beneficiaries and non‑qualified accounts. The firm’s services include fiduciary governance and plan‑level consulting for defined contribution and defined benefit plans, participant education, individualized investment management, and financial planning.
The firm employs a mix of analytical approaches — including fundamental, technical and cyclical analysis, charting, and tactical asset allocation — to build and actively manage portfolios, monitor allocations, and rebalance as needed. Tidmore also provides discretionary ERISA 3(38) fiduciary services, monitors sub‑advisors, and documents plan objectives through Investment Policy Statements and quarterly reporting.
Compared with peers, the firm combines plan fiduciary services with formal co‑advisory arrangements (notably a co‑advisory agreement with another registered advisor) that enable it to manage or co‑manage assets on behalf of other advisers and sub‑advisors. The firm’s principal business model also includes licensed insurance sales and a separate consulting business, and it reports roughly $112.9 million in discretionary assets under management across two advisors and about 214 clients, a mix that informs its dual focus on plan sponsors and individual investors.
Client services
Expertise
Occupation focus
Fee options
Annual Retirement Income Summary/Lifestyle Financial Plan Reports for clients with less than $250,000 assets for an additional fixed fee of $750 as a stand-alone service
$50,000 - $99,999.99: Minimum annual fee of $1,000 $100,000 - $1,000,000: 1.00% annually $1,000,000+: 0.80% annually
Commission on recommended insurance products (annuities, life insurance, long-term care) sold by Dennis Tidmore as a licensed insurance agent
Account minimum: $50,000 for individual accounts; $1,000,000 for ERISA qualified retirement plans Minimum fee: $1,000 minimum annual fee for assets between $50,000 and $99,999.99
Main office
See office2000 Auburn Drive, Suite 200
Beachwood OH 44122
Advisors at this office
2
Offices (2)
Most active in
Ohio
Also doing business as
Dennis Tidmore, Retirement Plan Specialist · Dennis Tidmore, Retirement Planning Specilaist · Dennis Tidmore, Wealth & Business Advisor's · Dennis Tidmore, Wealth & Business Advisors · Premier Investment Advisors, Inc. · Retirement Plan Specialists For Employers With 401(k) Plans · Tidmore Retirement Planning Specialists
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.
Is not active or affiliated with:
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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
Dennis T
Series 63, Series 65
Beachwood, OH
Tidmore Retirement Planning Specialists
Dennis Tidmore is a financial advisor at Tidmore Retirement Planning Specialists with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Premier Investment Advisors Inc since 2000. Tidmore also owns Tidmore Consulting Services, which provides non-securities financial consulting in collaboration with other professionals. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, investment management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis along with tactical asset allocation to manage portfolios and provides discretionary ERISA 3(38) fiduciary services and co-advisory agreements with other registered advisors.
Kelly S
Series 65
Port Aransas, TX
Tidmore Retirement Planning Specialists
Kelly Shields is a financial advisor at Tidmore Retirement Planning Specialists in Port Aransas, TX. She holds a Series 65 license and has been with Tidmore since 2026. Prior to her current role, she worked at Abbott and St. Jude Medical. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, and investment management. The firm uses a blend of analytical methods and provides discretionary ERISA 3(38) fiduciary services, combining plan fiduciary services with co-advisory arrangements to serve a diverse client base.
Desiree F
Series 65
Beachwood, OH
Tidmore Retirement Planning Specialists
Desiree Fiktus is a financial advisor at Tidmore Retirement Planning Specialists in Beachwood, OH, with 5 years of industry experience. She holds a Series 65 designation and has been with Tidmore Retirement Planning Specialists since 2008. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, and individualized investment management. The firm uses a combination of analytical approaches and provides discretionary ERISA 3(38) fiduciary services, serving approximately 214 clients with $112.9 million in discretionary assets under management.
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