Advisor at Strategic Wealth Partners, Ltd.
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
Strategic Wealth Partners, Ltd.
Location
Independence, OH 44131-6829
Credentials
CFP®, Series 66
Industry experience
11 years
Richard Eicheldinger is a CFP® with 11 years of industry experience, currently serving at Strategic Wealth Partners, Ltd. since 2024. His prior roles include positions at Facet Wealth, Affinity Wealth LLC, and True Wealth Design. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios.
Based on Strategic Wealth Partners, Ltd.
Based on Strategic Wealth Partners, Ltd.
Minimum fee for financial plan is $3,000; Retirement Plan Consulting flat minimum fee $3,000; Tax Preparation minimum fee $500.
$0 - : no explicit minimum stated for first tier but implied from $0: 0.20% to 2.00% annually (tiered schedule, exact tiers not explicitly detailed in brochure)
Up to $500 per hour for Financial Planning and Retirement Plan Consulting services.
Account minimum: $500,000 Fee-only: Financial Planning: Hourly up to $500/hour, minimum financial plan fee $3,000; Retirement Plan Consulting: hourly up to $500/hour or flat fee or up to 2.00% of plan assets; Flat fee minimum $3,000.
5005 Rockside Road, Suite 1200
Independence, OH 44131-6829
Ohio
Strategic Wealth Partners Ltd
2024 - Present (2 years)
Facet Wealth
2020 - 2024 (4 years)
Affinity Wealth LLC
2019 - 2020 (1 year)
True Wealth Design, LLC
2018 - 2019 (1 year)
True Wealth Design
2018 - 2019 (1 year)
M&T Securities
2018 - 2018 (1 year)
M&T Bank
2018 - 2018 (1 year)
Laid off/Job Hunting
2017 - 2018 (1 year)
Hunter Associates
2015 - 2017 (2 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 65
Cleveland, OH
Volition Financial Network, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")