Tricord Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tricord Wealth Advisors provides investment management and financial and business planning to individuals, trusts, estates, charitable organizations and corporate clients. Services described in the brochure include portfolio management, retirement and estate analysis, cash flow and debt planning, risk management and financial planning reports.
The firm generally emphasizes long‑term investment recommendations and may occasionally advise active trading, but it reports most assets as non‑discretionary and requires client approval before executing trades. Tricord uses a mix of internally developed analysis and external research sources, provides periodic account reviews and written reports, and may place client assets with third‑party money managers when deemed suitable.
Notably, the firm’s advisory personnel are also registered to sell securities and act as insurance agents and may implement transactions through affiliated broker‑dealer and insurance relationships, which can result in commission compensation. The brochure also discloses that a meaningful portion of client assets are managed on a non‑discretionary basis and that the firm has operated in the advisory business since the late 1980s, a combination that shapes how recommendations are presented and executed.
Client services
Expertise
Fee options
$1 - $99,999.99: 1.25% $100,000 - $249,999.99: 1.25% $250,000 - $499,999.99: 1.0% $500,000 - $749,999.99: 1.0% $750,000 - $1,249,999.99: 1.0% $1,250,000 - $1,999,999.99: 1.0% $2,000,000 - $4,999,999.99: 0.75% $5,000,000 - $24,999,999.99: 0.5% $25,000,000+: 0.25%
$200 per hour for financial planning
Account minimum: $1 Fee-only: $200 per hour for financial planning
Main office
100 Old W Wilson Bridge Road, Suite 101
Worthington OH 43085
Advisors at this office
1
Most active in
Ohio
Also doing business as
Financial Management Consultants, Inc. · Tricord Wealth Advisors
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.
Forms ADV
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