Advisor at Financial Management Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Management Strategies, Inc.
Location
Broadview Hts., OH 44147
Credentials
Series 66
Industry experience
2 years
Alexander Novack is an investment advisory representative with Financial Management Strategies, Inc. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Financial Management Strategies in 2025, he worked at Cetera Wealth Services and Vision Wealth Management. He is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting, employing a variety of analytical methods and maintaining ongoing account monitoring and rebalancing.
Based on Financial Management Strategies, Inc.
Based on Financial Management Strategies, Inc.
Fixed fees for financial planning/consulting typically range from $250 to $10,000; one-time fixed fees for consulting services may range from $1,000 to $25,000
$0 - $100,000: 1.50% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 1.00%
Hourly consulting fees range from $75 to $250 per hour
Minimum fee: No minimum fee for retirement plan advisory services; no specific minimum fee stated for other services Fee-only: Financial planning and consulting services offered on fixed fee basis ($250 to $10,000) or hourly fee ($75 to $250 per hour)
9200 South Hills Blvd., Suite 310
Broadview Hts., OH 44147
Ohio
Financial Management Strategies
2025 - Present (1 year)
Cetera Wealth Services, LLC
2024 - Present (2 years)
Vision Wealth Management
2019 - Present (7 years)
Cetera Advisor Networks
2019 - 2024 (5 years)
UnEMPLOYED
2019 - 2019 (1 year)
Veritiv Corp
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Series 63
Westlake, OH
Argo Wealth Management
Series 63
Parma, OH
Intelligent Capital Management LLC
Series 63, Series 65
Solon, OH
WRK Investments, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
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