Gregory Bricker
Advisor at Bricker Financial
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.
Advisor at Bricker Financial
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.
Location
Marblehead, OH 43440
Credentials
CFP®, PFS™
Industry experience
10 years
Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial Planning, LLC and previously worked at Dinuzzo Index Advisors, Inc. Outside of his advisory work, Bricker serves as the mayor of East Liverpool, Ohio, and operates an accounting and tax preparation firm, Sunny Weather, LLC. Bricker Financial Planning provides investment supervisory and financial planning services to pooled and institutional clients, including pension and profit-sharing plans, businesses, and charities. The firm employs asset-allocation models and third-party managers through the Orion Portfolio Solutions platform, focusing on longer-term allocation and periodic monitoring.
Based on Bricker Financial
$0 - $1,000,000: 0.90% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.70% annually $5,000,001+: 0.60% annually
Account minimum: $50,000 Minimum fee: $750 per year minimum fee (billed monthly, $62.50 minimum per month)
724 W Main Street
Marblehead, OH 43440
Ohio · Pennsylvania · West Virginia
City of East Liverpool
2020 - Present (6 years)
Bricker Financial Planning, LLC dba Bricker Financial
2018 - Present (8 years)
DiNuzzo Index Advisors, Inc.
2015 - 2017 (2 years)
Sunny Weather, LLC dba Gregory T. Bricker, CPA
2015 - Present (11 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.
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