Richard Weidrick is a PFS-designated registered investment advisor at Summit Wealth Management LLC, based in Akron, OH, with 19 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 198 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2150 N Cleveland-Massillon Road, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard works as a CPA/bookkeeper/tax preparer at Weidrick, Livesay, Mitchell and Burge, LLC, dedicating about half his time to this role. He also owns the land and building that the CPA practice is in through WLM Properties, LLC, and is a registered investment advisor with Symphony Financial Services, Inc.
Employment History
Current Registrations
Summit Wealth Management LLC
Previous Registrations
Symphony Financial Services, INC.
LPL Financial Corporation
Champaign Investment Company
State Registrations2 states
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