Boutique Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boutique Wealth Advisors serves individual investors and small business entities, providing discretionary investment supervisory and management services, financial planning, project consulting, and educational seminars. The firm also advises on held‑away assets and directs or recommends allocations within employer‑sponsored retirement plans and qualified tuition plans.
The firm works with clients to establish an Investment Policy Statement and generally implements a long‑term, passive strategy informed by fundamental analysis, with most accounts managed on a discretionary basis. Clients engaging asset‑management services receive a complimentary financial plan (including RightCapital tools and Monte Carlo analysis), and some accounts may be managed by third‑party advisers or covered under assets‑under‑advisement arrangements.
This adviser is distinctive among small independent firms because the principal is also a licensed insurance producer (registered with University Wealth Financial Group LLC), devotes a material portion of time to insurance activities, and may receive commissions for insurance sales, a conflict the brochure discloses. The firm also operates trade names that target academic and faith‑based clients, conducts retirement education for 401(k) providers and maintains a lead‑generation arrangement with The Appointment Company, reflecting niche and institutional‑style engagements that are uncommon for solo advisers.
Client services
Occupation focus
Fee options
Project consulting services: fixed fees range from $200 to $5,000 as contracted in advance; Seminars/workshops: fixed fees $200 to $1,000 to organizer
$0 - $99,999.99: Minimum $1,000/year fee $100,000 - $249,999.99: 1.5% per year $250,000 - $999,999.99: 1.0% per year $1,000,000 - $1,999,999.99: 0.85% per year $2,000,000 - $2,999,999.99: 0.75% per year $3,000,000 - $3,999,999.99: 0.65% per year $4,000,000+: 0.55% per year
Minimum fee: $1,000/year minimum for accounts under $100,000 Fee-only: Asset advisement fees: 0.25% to 1.00% per year, max $2,500/year fixed fee billed quarterly ($625/quarter); Project consulting fees: fixed fees ranging from $200 to $5,000 per project; Seminars/Workshops: fixed fees $200 to $1,000 per event charged to organizer
Main office
Canton OH
Advisors at this office
1
Most active in
Michigan · Ohio
Also doing business as
Boutique Wealth Advisors LLC · Create Wealth Investment Advisors · Create Wealth Investment Advisors, LLC · Ecclesia Capital Management LLC · University Wealth Advisors LLC
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
Quick links
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