Fourth Dimension Financial Group

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Client assets under management

Clients

146

10% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

About

Fourth Dimension Financial Group works with individual and high‑net‑worth clients as well as company 401(k) retirement plans, providing investment supervisory services, financial planning, and related wealth‑management support. The firm coordinates portfolio implementation through third‑party money managers and has added periodic educational seminars and workshops to its service offerings.

The firm documents each client’s situation in an Investment Policy Statement and matches clients to third‑party managers who implement and custody portfolios, while FDFG provides ongoing monitoring and communication. Although it describes charting and fundamental analysis and longer‑term trading as part of its analytical toolkit if it were to manage assets directly, day‑to‑day investment decisions are typically handled by the selected managers and disclosed in their materials.

Distinctive elements include the firm’s reported lack of regulatory assets under management and its operating model of recommending and overseeing external money managers rather than holding client assets directly or exercising discretionary custody. The brochure also discloses that firm principals hold insurance licenses and may offer commissionable insurance products, which the firm identifies as a disclosed, optional service and a potential conflict of interest.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Annuities

Fee options

Commissions

Commission-based compensation may occur through insurance products sold by representatives who are licensed insurance agents, but clients are not required to implement plans through these representatives.

Project-based

$250 per hour for financial planning, billed in advance

Other

Fee-only: $250 per hour for financial planning

Main office location

Fourth Dimension Financial Group

27121 Oakmead Drive, Suite B

Perrysburg OH 43551, United States

Number of offices

Most active in

Michigan · Ohio · Texas

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure

Quick links

Website (419) 931-0704

Advisors at this firm

Adam C

Series 63

Perrysburg, OH

Fourth Dimension Financial Group

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

College savings (529s, UTMA, etc.) Annuities

David B

CFP®, Series 66

Perrysburg, OH

Fourth Dimension Financial Group

David Bensch is a financial advisor with Evergreen Wealth Management, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has worked with Fourth Dimension Financial Group, LLC since 2012, supporting advisor practices through case design and office management. Outside of his advisory role, Bensch assists with operations at a family-owned hair salon in Perrysburg, Ohio. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term, diversified investment strategies.

College savings (529s, UTMA, etc.) Annuities

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