Oncenter Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,591,601
Clients
28
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$1,949,700
About
OnCenter provides investment advisory and financial planning services to individuals, trusts, estates, high-net-worth clients and retirement plans. In addition to typical individual portfolio management, the firm describes retirement plan advisory and pension consulting services for plan sponsors, including ERISA-focused investment oversight.
The firm’s investment approach is long-term and fundamentally driven, generally building broadly diversified portfolios that rely primarily on index-based exchange-traded funds while retaining legacy positions when they fit tax or strategy considerations. OnCenter offers both discretionary and non-discretionary management, ongoing monitoring and periodic rebalancing, and prepares written financial plans or ad-hoc consultations as requested.
Noteworthy for a small independent advisor, OnCenter actively provides retirement plan services—such as IPS design, vendor analysis, ERISA 3(21) investment oversight, performance reporting, participant education and occasional on-site meetings—which are less common among peers of this size. The brochure also highlights that the firm’s senior investment professional holds the CFA designation and a lengthy capital-markets background, which the firm links to its emphasis on low-cost, diversified solutions.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Passive / index investing
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fee basis for financial planning services, negotiable
$0 - $1,000,000: 0.95% annually $1,000,001 - $2,500,000: 0.85% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: Negotiable
Up to $450 per hour for financial planning services
Fee-only: Fee-only advisory firm, no commissions
Main office location
Oncenter Financial Advisors LLC
400 Park Avenue, Suite 409
Beachwood OH 44122, United States
Number of offices
2
Most active in
Oncenter Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Florida · 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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