Athletes Financial Advisers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,146,912
Total clients
50
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$1,342,938
About
The firm provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and participant-directed retirement plans. It prepares written investment policy statements, monitors client portfolios, and offers retirement-plan consulting and participant education as part of its services.
The firm employs a passive, asset-allocation approach grounded in Modern Portfolio Theory, favoring passively managed asset-class mutual funds and ETFs and routinely using Dimensional Fund Advisors’ securities in client portfolios. It uses Monte Carlo analysis in planning, conducts ongoing portfolio monitoring, and may delegate fixed-income management and trade processing to third‑party managers and a back‑office provider.
Noteworthy among peers, the firm is affiliated with operating accounting practices and a financial‑education business, and the principal holds CPA/PFS credentials and individual insurance licensure, allowing coordination of advisory, accounting, education and insurance services for clients. The firm also uses a cash‑management aggregator service and has a succession/back‑office relationship with a larger advisory platform to support continuity and sub‑advisory services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Passive / index investing
Tax-loss harvesting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Professional Athlete
Demographic focus
Mid-Career Professionals
Fee options
Financial planning fees range from $3,000 to $24,000
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.50%
Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000 generally required
Main office location
Athletes Financial Advisers, LLC
159 Crocker Park Blvd., Suite 400
Westlake OH 44145, United States
Number of offices
1
Most active in
Athletes Financial Advisers, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Ohio · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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