F
Ferraro Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$105,022,225
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
93
61% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
93
Average account size
$1,129,271
About
Ferraro Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, corporations and sponsors of qualified retirement plans, offering discretionary asset management, comprehensive financial planning, and ERISA plan advisory services. The firm also conducts educational seminars and workshops and provides pension consulting and plan monitoring for 401(k), 403(b), pension and profit‑sharing plans.
The firm tailors investment programs to each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis alongside Modern Portfolio Theory to construct and monitor portfolios under discretionary authority. Client engagements typically include a documented investment policy, periodic (quarterly) account reviews, and standalone financial plans delivered on an agreed scope.
What is noteworthy for this firm compared with peers is its work with charitable or nonprofit‑related retirement plan clients and its provision of pension consulting and participant education—services that are relatively uncommon among independent advisors. The brochure also discloses that the firm’s principal maintains a licensed insurance practice and that the firm charges modest fees for public workshops, facts that are addressed in its disclosure and compliance procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Retirement income strategy
Life insurance needs analysis
Cash flow / budgeting
Tax-loss harvesting
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning fees range from $1,500 to $7,500 based on complexity and client needs
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.60% annually $1,000,001 - $2,000,000: 1.20% annually $2,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: 0.60% annually
Account minimum: $250,000
Main office location
Ferraro Wealth Management, LLC
109 S. High Street
Dublin OH 43017, United States
Number of offices
1
Most active in
Ferraro 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:
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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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