Beachwood, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tidmore Retirement Planning Specialists
Supported
Firm-wide stats for Tidmore Retirement Planning Specialists
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.
Expertise
Location
2000 Auburn Drive, Suite 200
Beachwood OH 44122
Advisors at this office
2
Advisors at this office
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.
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.
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”)