Return on Life Wealth Partners logo

Return on Life Wealth Partners

Updated today

Client assets under management

$412,787,982

Clients

255

35% high-net worth

Advisors

4

of 13 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

64

High

Average account size

$1,618,776

About

Return on Life Wealth Partners works with individuals, high‑net‑worth families, business owners, and retirement plans to provide comprehensive financial planning and discretionary portfolio management. The firm’s service menu includes tax and estate planning coordination, retirement plan consulting, 529 plan management, and family‑office style offerings intended to integrate financial, insurance, and legacy planning.

The firm describes a values‑centered, holistic planning process that begins with family core values and uses a tailored investment policy and ongoing reviews to align portfolios with client goals and risk tolerance. Advisors typically manage accounts on a discretionary basis, use WealthVision for consolidated reporting, and meet with clients at least annually while employing AI tools for administrative support (not for investment decision‑making).

Compared with many team advisers, Return on Life offers retainer or subscription‑style arrangements billed in advance in addition to AUM and fixed planning fees, and it provides several concierge services (e.g., Personal CFO, Complete Family Office, STAR for high‑profile clients, elder care planning, bill management, and a Divorce Financial Analyst). The firm also discloses a close operational relationship with LPL Financial — including access to LPL advisory programs and that some advisors hold FINRA registrations and may, in their capacity as registered representatives, offer broker‑dealer products — which the brochure identifies as a potential source of conflicts of interest to consider.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Professional Athlete Executive

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Fixed fees for financial planning projects generally range from $1,500 to $10,000, retainer engagements typically range from $5,000 to $20,000 annually

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,000 - $2,999,999: 1.10% $3,000,000 - $3,999,999: 1.00% $4,000,000 - $5,999,999: 0.90% $6,000,000 - $9,999,999: 0.80% $10,000,000 - $14,999,999: 0.70% $15,000,000 - $19,999,999: 0.60% $20,000,000 - $49,999,999: 0.50% $50,000,000+: 0.45%

Project-based

$325 per hour

Subscriptions

Retainer engagements billed quarterly in advance, typically $5,000 to $20,000 annually

Main office location

Return on Life Wealth Partners

7000 Fitzwater Road, Suite 300

Cleveland OH 44141, United States

Number of offices

1

Most active in

California · Colorado · Florida · Maryland · New York · Ohio · Oregon · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Danielle L

Series 66

Cleveland, OH

Return on Life Wealth Partners

Danielle Lechard is a financial advisor at Return on Life Wealth Partners with four years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Alliance Bernstein, and Planned Financial Services. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a values-driven, holistic planning process that aligns investment and legacy strategies with client goals, offering a range of fee arrangements and specialized services.

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Professional Athlete Executive Mid-Career Professionals
user avatar

Chelsea H

CFP®, ChFC®, Series 63, Series 65

Cleveland, OH

Return on Life Wealth Partners

Chelsea Hussey is a CFP® and ChFC® with 15 years of experience in financial advisory roles. She currently serves at Return on Life Wealth Partners, having previously worked at firms including LPL Financial and Northwestern Mutual. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that aligns investment and legacy strategies with client goals and offers a range of fee arrangements alongside specialized services.

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Professional Athlete Executive Mid-Career Professionals
user avatar

Yuanyuan Y

Series 66

Baltimore, MD

Return on Life Wealth Partners

Yuanyuan Yang is a financial advisor with Return on Life Wealth Partners in Baltimore, MD, holding a Series 66 designation and 13 years of industry experience. Yang has worked at LPL Financial since 2012 and is also involved with Planned Financial Services and 401(k) Prosperity. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that integrates investment, risk management, and legacy strategies with client goals and offers a range of fee arrangements and specialized services.

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Professional Athlete Executive Mid-Career Professionals
user avatar

Frank F

Series 63

Brecksville, OH

Return on Life Wealth Partners

Frank Fantozzi is a financial advisor with Return on Life Wealth Partners in Brecksville, Ohio, holding a Series 63 designation and over 32 years of industry experience. He has worked at Planned Financial Services, LLC and LPL Financial since 2004. Outside of advising, Frank serves as a non-profit board member coaching a girls travel soccer team and has acted as an expert witness in legal cases. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning approach that integrates investment, risk management, and legacy strategies aligned with client goals, offering both traditional and flexible fee arrangements.

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Professional Athlete Executive Mid-Career Professionals
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