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Brian Eberhardt

FIDATO WEALTH LLC·MIDDLEBURG HEIGHTS, Ohio
Unclaimed Profile
7530 LUCERNE DR, MIDDLEBURG HEIGHTS, OH 44130CRD# 6610764Firm CRD# 158173
01

About

Brian Eberhardt is a registered financial advisor based in MIDDLEBURG HEIGHTS, Ohio, affiliated with FIDATO WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDATO WEALTH LLC
FIDATO WEALTH LLC
AUM
$334M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FIDATO WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6610764
Firm CRD# 158173
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Eberhardt offer?
Brian Eberhardt specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURG HEIGHTS, Ohio for a consultation.
What are Brian Eberhardt's credentials?
Brian Eberhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Eberhardt located?
Brian Eberhardt is based in MIDDLEBURG HEIGHTS, Ohio, working with FIDATO WEALTH LLC. Their office serves clients in the MIDDLEBURG HEIGHTS metropolitan area and surrounding communities.
How does Brian Eberhardt charge for services?
Brian Eberhardt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDATO WEALTH LLC?
FIDATO WEALTH LLC has approximately 12 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLEBURG HEIGHTS
Keith L. Sechler — KEYSTONE FINANCIAL PLANNING, INCLinda A. Borowiak — KEYSTONE FINANCIAL PLANNING, INCEric T Pucek — FIDATO WEALTH LLCBrigitte Palumbo — KEYSTONE FINANCIAL PLANNING, INCAnthony Serafino D'amico — FIDATO WEALTH LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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