Buckeye Financial Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$95,690,216
Total clients
86
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
86
Average account size
$1,112,677
About
Buckeye Financial Solutions serves individuals, trusts, estates, charitable organizations and small businesses with personalized financial planning and ongoing investment management. Services described in the brochure include cash-flow and retirement planning, tax and estate planning advice, investment management, and the option for tax-preparation work and net-worth reporting.
The firm implements strategic asset allocation using a core-and-satellite approach that emphasizes passively managed index funds and ETFs for the core and selectively adds active managers where appropriate, with global diversification. Accounts are managed on both discretionary and non-discretionary bases, documented by written investment policy statements, and are reviewed at least quarterly with trades executed under a limited trading authorization when authorized.
Distinctive features relative to many peers include operating as a fee-only, single-advisor independent firm that manages roughly $89 million for about 91 clients and whose sole advisor holds CPA, CFP® and PFS credentials. The firm does not accept commissions, generally relies on discount custodians (with attendant technology and service arrangements), and does not vote client proxies unless expressly requested to provide voting recommendations.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $4,000, negotiable.
$0 - $500,000: 0.60% $500,001 - $1,000,000: 0.45% $1,000,001 - $2,000,000: 0.30% $2,000,001+: 0.20%
Financial planning and limited scope engagements billed at $125 per hour; tax preparation billed at $100 per hour with a minimum fee of $100.
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,500 (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office location
Buckeye Financial Solutions, Inc.
3730 Whipple Ave, Nw, Suite 300
Canton OH 44718, United States
Number of offices
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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