Bradley Sieniawski is a registered investment advisor at Planpilot, based in Medina, OH, with 13 years of industry experience. Bradley 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 172 clients with $5.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consulting and administration services — Fixed annual fees typically ranging from $6,500 to $100,000 depending on the size and complexity of the plan
- Outsourced chief investment officer search services — Fixed project fees typically ranging from $10,000 to $60,000 depending on the size and complexity of the endowment or foundation
- Hourly consulting — $100 to $400 per hour for specific short-term or long-term projects
Location
Medina, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Planpilot
Previous Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
State Registrations2 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.
Exams
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