Patriot Wealth Planners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
95
0% 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
95
Very HighAverage account size
$0
About
Patriot Wealth Planners provides third‑party manager referrals and financial planning and consulting to individuals, high net worth clients, trusts, and estates. The firm does not manage client assets directly and serves as a liaison to third‑party managers (TPMs), helping clients select programs, complete onboarding, and receive TPM disclosure materials.
The firm’s investment approach is to recommend TPMs based on a client’s financial situation and objectives, monitor the TPMs’ philosophies, holdings and performance, and conduct periodic reviews rather than executing trades or holding custody itself. It also prepares comprehensive financial plans and topic‑specific consultations, delivered on a fixed‑fee or hourly basis with implementation left to the client or the chosen TPM.
Notable distinctions include that the firm does not offer in‑house portfolio management or typical percentage‑of‑AUM advisory arrangements and instead receives an ongoing portion of TPM advisory fees for referral and liaison services, a practice the brochure discloses as a potential conflict of interest. The principal’s disclosed outside activities — licensed insurance agent and business consultant work plus senior corporate and military roles — are material and accounted for in the firm’s disclosures and compliance procedures.
Client services
Financial planning
Selection of other advisers
Fee options
Fixed financial planning fees negotiable between $1,000 and $5,000
$300 per hour for consulting services
Fee-only: Fixed fees between $1,000 and $5,000 for financial planning; $300 per hour for consulting services
Main office location
Patriot Wealth Planners LLC
1700 Woodlands Dr
Maumee OH 43537, United States
Number of offices
1
Most active in
Patriot Wealth Planners LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Michigan · Ohio · Texas
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
Quick links
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