Dennis Tidmore
Dennis Tidmore is a registered investment advisor at Tidmore Retirement Planning Specialists, based in Beachwood, OH, with 43 years of industry experience. Dennis 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 140 clients with $95M 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 $100K | Included |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Clients with assets between $50,000 and $99,999.99 shall be charged our minimum annual fee of $1,000. Fees are negotiable at the discretion of the Adviser, depending on the size and complexity and type of account.
Fee Estimator
Location
2000 Auburn Drive, Suite 200, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Regulatory
October 2019Other Business ActivitiesSells Insurance
Dennis may recommend and sell insurance products to clients as an independent insurance agent, dedicating minimal time to this activity. He also owns Tidmore Consulting Services, providing non-securities related financial consulting services, spending a few hours per week on this.
Employment History
Current Registrations
Tidmore Retirement Planning Specialists
Previous Registrations
Unified Financial Securities, INC.Broker
Fifth Third/maxus Securities INCBroker
Westminster Financial Securities, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.