Advisor at Fractal Financial Design, LLC
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
Fractal Financial Design, LLC
Location
Litchfield, OH 44253
Credentials
Series 65
Industry experience
12 years
Annual flat technology fee for active accounts (amount not specified)
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.85%
S.C. Thomas & Associates, CPA
2002 - Present (24 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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
Strongsville, OH
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Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual circumstances. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. In his role, Ryan focuses on partnering with clients to help them feel comfortable and confident as they work toward their financial goals. Outside of his professional responsibilities, he enjoys baseball, cooking and baking, family activities, fitness, golf, and traveling.
Series 66
Brunswick, OH
Edward Jones
Series 66
Strongsville, OH
Edward Jones
Series 63, Series 65
Brunswick, OH
Fidelity
Mike Leffard is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial services, having held roles such as Investment Consultant and Planning Consultant at Fidelity Investments from 2022 to 2024, as well as Financial Advisor and Premier Advisor at Citizens Securities between 2020 and 2022. Prior to that, he worked as a Senior Licensed Relationship Banker at Citizens Bank from 2016 to 2020. Mike's approach involves partnering with clients to understand their unique financial situations and providing education to help build tailored financial plans and investment strategies. He was born and raised in Northeast Ohio and is a dedicated Cleveland sports fan. Outside of work, he enjoys cooking and baking, fishing, fitness, football, hiking, and spending time with his wife and son.
CFP®, Series 66
Columbia Station, OH
Edward Jones
Series 66
Medina, OH
Edward Jones
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