Unrivaled Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Unrivaled Wealth Management provides wealth management and financial planning to individuals and a range of institutional and business clients, including pension and profit‑sharing plans, charitable organizations, and corporations. Services include discretionary portfolio management, ongoing and project‑based financial planning, and monitoring and advisory support for held‑away accounts such as employer retirement plans and 529 plans.
The firm’s investment approach combines modern portfolio theory with fundamental analysis and a mix of passive and active strategies, and it may use third‑party outside managers when appropriate. It operates as a fee‑only fiduciary, customizes asset allocation to client goals and risk tolerance, and conducts periodic reviews and ongoing monitoring of client accounts.
Compared with many independent advisers, Unrivaled is notable for providing portfolio management to institutional clients in addition to individuals and for offering educational seminars and speaking engagements to groups; the brochure specifies these sessions are strictly educational and do not provide individualized advice. The firm manages a relatively small number of client relationships and emphasizes integrated planning by addressing cash flow, retirement, college savings, and insurance needs alongside investment management.
Client services
Expertise
Fee options
Initial onboarding fee ranging from $500 to $8,000; Ongoing Financial Planning fixed fee ranges from $7,500 to $30,000 per year; Project-Based Financial Planning fixed fees range from $3,000 to $20,000; Educational seminars fees begin at $1,500
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $7,000,000: 0.60% $7,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001+: 0.25%
Project-Based Financial Planning hourly rate is $500 per hour
Minimum fee: Minimum total annual fee for Wealth Management Services is $9,000 Fee-only: Fee-only firm; no commissions or sales charges
Main office
Salem OH
Advisors at this office
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
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”)