Tricord Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,700,000
Clients
81
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
81
Very HighAverage account size
$95,062
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
Financial planning
Portfolio management
Expertise
General retirement planning
Business exit / sale strategy
Cash flow / budgeting
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 location
Tricord Wealth Advisors
5000 Arlington Centre Blvd., Suite 7162
Columbus OH 43220, United States
Number of offices
2
Most active in
Tricord Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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