Bison Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Bison Wealth Management provides discretionary investment management, financial planning and investment consulting to individuals, trusts, retirement plans, high‑net‑worth individuals and small business owners. The firm charges percentage‑of‑assets fees for portfolio management for individual clients, a practice that is common among independent RIAs.
The firm’s investment process blends fundamental, technical and quantitative analysis and typically uses individual equities, no‑load mutual funds, ETFs and closed‑end funds, with the option to include corporate and municipal debt, government obligations and derivatives. Portfolios are tailored to client time horizons, risk tolerances and stated restrictions, and the firm may employ short‑term trading techniques, short sales, margin and option strategies when appropriate.
Noteworthy features include that the firm recently registered in Ohio (early 2026) and reported no regulatory assets under management as of its February 2026 filing, indicating it is operating in a start‑up or transition phase. The firm’s lead advisor holds the CFP® credential, some supervised persons are licensed to sell insurance (which may create separate commission‑based conflicts disclosed in the brochure), and the firm does not accept performance‑based fees or participate in wrap fee programs and will not vote proxies on client securities.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Flat fee agreed upon in Financial Planning contract (minimum $500)
$0 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually Over $5,000,000+: 0.50% annually
Financial Planning and Consulting Services at $50.00 per hour
Minimum fee: Minimum $500 for Financial Planning and Consulting Services Fee-only: Financial Planning and Consulting Services at $50.00 per hour
Main office location
Bison Wealth Management, LLC
5010 Mayfield Road, Suite 201
Lyndhurst OH 44124, United States
Number of offices
1
Most active in
Bison Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
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")