Bricker Financial
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
Clients per advisor
0
Average account size
—
About
Bricker Financial provides advisory and planning services primarily to pooled and institutional-type clients — including pension and profit-sharing plans, businesses, trusts/estates, and charitable organizations — rather than acting as a direct custodian or traditional retail asset manager. The firm reports no assets under management but, as of December 31, 2025, advised on approximately $84.5 million in assets under advisement.
The firm’s investment approach centers on long-term asset allocation and use of the Orion Portfolio Solutions platform to implement portfolios, allocating among selected third-party managers and strategists or serving as portfolio manager with limited discretion. Bricker Financial conducts ongoing monitoring of those third-party managers’ strategies, holdings and performance, provides financial planning support, and periodically offers educational seminars and workshops for clients and prospects.
Noteworthy distinctions include a disclosed affiliation with an accountancy firm whose principal provides tax and accounting services and may receive compensation when clients engage that firm, a relationship the brochure identifies and treats as a potential conflict of interest. The firm also emphasizes its role in selecting and overseeing other advisers via the OPS platform — an arrangement that is less common among peers — and discloses a prior regulatory consent related to transacting in a state while unregistered.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Fee options
$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)
Main office location
Bricker Financial
724 W Main Street
Marblehead OH 43440, United States
Number of offices
2
Most active in
Bricker Financial has reported serving >5 clients in these states in the last 12 months.
Ohio · Pennsylvania · West Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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