Marissa Beyer is a CFP-designated registered investment advisor at Fidato Wealth LLC, based in Middleburg Heights, OH, with 13 years of industry experience. Marissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 303 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Held away accounts are charged 1.00% annually. Minimum annual fee is $5,000 for directly managed accounts. Fees rarely negotiated.
Fee Estimator
Location
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH, 44130
Get directionsHistory
Regulatory History
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 Activities
Marissa works as a sales consultant for Norwex, a cleaning product business, since 2021. She dedicates minimal time to this activity, mostly working with friends and family.
Employment History
Current Registrations
Fidato Wealth LLC
Previous Registrations
True Wealth Design, LLC
Rav Financial
State Registrations1 state
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
More Advisors
- Daniel Yergan, CFPFidato Wealth LLC
- Anthony D'amico, CFPFidato Wealth LLC
- Brennan Thiergartner, CFPFidato Wealth LLC
- Andrew Outcalt, CFPFidato Wealth LLC
- Andrew Ulrich, CFPFourth Dimension Wealth, LLC
- Mark Skvoretz, PFSWs Wealth Management, LLC