Adam Cufr
Adam Cufr is a registered investment advisor at Fourth Dimension Financial Group, based in Perrysburg, OH, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 148 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Third party money management fees are in addition to fees charged by Fourth Dimension Financial Group.
Fee Estimator
Location
27121 Oakmead Drive, Suite B, Perrysburg, OH, 43551
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2009Other Business ActivitiesSells Insurance
Adam is a musician in the Ohio Air National Guard and a licensed insurance agent. He also owns OrangeSuitsYou, Inc., a marketing services company for financial advisors, and provides consulting services to insurance agents and their agencies.
Employment History
Current Registrations
Fourth Dimension Financial Group
Previous Registrations
LPL Financial Corporation
M Holdings Securities, INC.
Linsco/private Ledger CORP.
State Registrations3 states
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.