Tidmore Retirement Planning Specialists

RIASEC Registered
Total AUM
$113M
Discretionary
$113M
100% of AUM
Avg account
$369K
Accounts
306
Employees
4
Advisory reps
2

Firm details

Headquarters
Beachwood, Ohio
CRD number
121028
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI49.7%
  • Individuals45.58%
  • Pension & Profit Sharing Plans4.48%
  • Other0.24%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tidmore Retirement Planning Specialists is an independent, privately owned registered investment advisor organized as a corporation that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its client-fee model includes percentage-of-AUM billing alongside fixed fees and other arrangements. Tidmore is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, US Government Bonds 24%, Cash & Cash Equivalents 16%, State & Local Bonds 1%59%
  • Exchange Traded Equities59%
  • US Government Bonds24%
  • Cash & Cash Equivalents16%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Dennis Tidmore

    Dennis Tidmore

    Owner, President & CEOCRD 868783

Contacts

1 of 1
  • Desiree Fiktus

    Desiree Fiktus

    Investment Advisor RepresentativeCRD 7393863

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beachwood, OH

Cuyahoga

Location

Beachwood, OH

Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
2000 Auburn Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth