Advisor at Fourth Dimension Wealth, 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
Fourth Dimension Wealth, LLC
Location
Millersburg, OH 44654
Credentials
Series 66
Industry experience
2 years
Financial planning services fees typically range from $2,500 to $5,000, averaging about $4,000, based on complexity and mutually agreed upon.
Up to 2.5% annually maximum; actual fees are negotiable and may vary by account size and IAR discretion
Financial planning services billed at $200 per hour for discrete planning or consulting services, or if financial plan is cancelled before completion.
Account minimum: $10,000 Fee-only: Investment management fees up to 2.5% annually; fees negotiable and may be tiered or aggregated across accounts.
Fourth Dimension Wealth, LLC
2024 - Present (2 years)
LPL FINANCIAL LLC
2023 - Present (3 years)
Design Outreach
2021 - 2023 (2 years)
Cru at Ohio State University - (Campus Crusade for Christ)
2014 - 2021 (7 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
Berlin, OH
Edward Jones
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Austin Wealth Solutions
CFP®, ChFC®, Series 63, Series 65
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Rea Wealth Management
Series 63, Series 65
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On Investment Management CO
Series 63, Series 66
Orrville, OH
On Investment Management CO
CFP®, Series 66
Trail Cleves, OH
UBS Financial Services
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