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Todd Wirick

Exodus Wealth, LLC
32 Years of Experience
Sylvania, OH
5 DisclosuresBroker
View SEC Summary
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Todd Wirick is a registered investment advisor at Exodus Wealth, LLC, based in Sylvania, OH, with 32 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.

Exodus Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
2,249 clients
Average Client Portfolio
$215K average
Assets Under Management
$483.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.35%
$1M+1.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5800 Monroe St., Building C, Suite 102, Sylvania, OH, 43560

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2012
Final
Regulatory
August 2011
Final
Regulatory
July 2010
Final
Employment Separation After Allegations
March 2009
Customer Dispute
October 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Todd is the President, Owner, and Sole Shareholder of Financial Visions, a marketing company, dedicating full-time hours to it and investment sales. He also serves as a trustee for the Paul & Karen Stressen Irrevocable Life Insurance Trust, spending minimal time on it.

Employment History
Current Registrations
Exodus Wealth, LLC
January 2020 - Present · 6 yrs 9 mos
Fortune Financial Services, INC.
May 2015 - Present · 11 yrs 5 mos
Fortune Financial Services, INC.Broker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Prosperity Wealth Management, INC.
September 2016 - December 2019 · 3 yrs 3 mos
J. W. Cole Advisors, INC.
February 2014 - April 2014 · 2 mos
J.W. Cole Financial, INC.Broker
April 2011 - April 2014 · 3 yrs
J.W. Cole Financial, INC.Broker
July 2009 - August 2010 · 1 yr 1 mo
The O.N. Equity Sales CompanyBroker
April 2003 - March 2009 · 5 yrs 11 mos
MML Investors Services, INC.Broker
March 1996 - April 2003 · 7 yrs 1 mo
G. R. Phelps & CO., INC.Broker
July 1992 - March 1996 · 3 yrs 8 mos
State Registrations14 states
AKCAFLGAINKYMDMINVNYOHORPAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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