Tidmore Retirement Planning Specialists
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 121028
- Website
- tidmorerps.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- US Government Bonds24%
- Cash & Cash Equivalents16%
- State & Local Bonds1%
Owners & executives
1 of 1
Dennis Tidmore
Owner, President & CEOCRD 868783
Contacts
1 of 1
Desiree Fiktus
Investment Advisor RepresentativeCRD 7393863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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