TrueAdvisor
TrueAdvisor
LC
ChFC
LC
ChFC

Linda Cahill

Enza Financial, LLC
32 Years of Experience
Independence, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Linda Cahill is a ChFC-designated registered investment advisor at Enza Financial, LLC, based in Independence, OH, with 32 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 198 clients with $190M in assets under management.

Enza Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
198 clients
Average Client Portfolio
$965K average
Assets Under Management
$191.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable depending on individual client circumstances. Family account values may be combined to determine breakpoints.

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

Location

6450 Rockside Woods Blvd S, Suite 150, Independence, OH, 44131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Linda is involved in several business activities, including a networking group, communications for 401(k) plans, rental property ownership, a charitable foundation, and an investment club. She is also a principal at Enza Financial, LLC (an independent RIA), Enza Insurance, LLC, and Enza Service Company, LLC, dedicating about 10-20% of her time to each of the insurance and RIA roles.

Employment History
Current Registrations
Enza Financial, LLC
November 2021 - Present · 4 yrs 11 mos
M Holdings Securities, INC.Broker
May 2001 - Present · 25 yrs 5 mos
Previous Registrations
M Holdings Securities, INC.
June 2003 - December 2022 · 19 yrs 6 mos
Mutual Service CorporationBroker
February 2000 - May 2001 · 1 yr 3 mos
Mutual Service CorporationBroker
January 1994 - December 1999 · 5 yrs 11 mos
State Registrations10 states
ALDCFLGAKSLAOHPATXWI
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.
More Advisors
More financial advisors in Independence, OH →All financial advisors in Ohio →