TCM Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,000,000
Clients
55
13% high-net worth
Advisors
1
of 2 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
55
HighAverage account size
$527,273
About
TCM Wealth Advisors is a fee‑only wealth management firm that serves individuals including physicians, business owners, corporate executives, retirees, near‑retirees, and clients experiencing major life transitions such as business sales, inheritances, or divorce. The firm offers discretionary investment management, financial planning, wealth‑planning services, and consulting, and it also provides analysis, recommendation, and ongoing monitoring of third‑party manager programs.
The firm employs an open‑architecture, global multi‑asset approach that combines strategic and tactical asset allocation and implements portfolios primarily with mutual funds and ETFs while retaining the ability to include nontraditional alternatives (commodities, private equity, hedge‑style strategies), derivatives, and shorting when appropriate. Portfolios are managed on a discretionary basis and the firm uses an institutional custody and trading platform through Fidelity, with associated execution, reporting, and practice‑support services for its asset‑management clients.
As of December 31, 2025 the firm reported roughly $29 million in discretionary assets under management and a compact client base, and it provides semiannual wealth‑planning reviews in addition to ongoing account supervision. It operates as a small, fee‑only advisory firm that emphasizes manager selection and monitoring under an open‑architecture model, does not accept commissions or proprietary product compensation, and offers flexible planning engagement formats (hourly, fixed‑fee, project) alongside ongoing wealth planning.
Client services
Financial planning
Portfolio management
Selection of other advisers
Consultation services
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Retired
Fee options
Financial planning fixed fees typically range from $1,500 to $15,000; one-time portfolio review fixed fee of $1,400.
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
$300-$600 per hour depending on complexity.
Financial planning monthly fee of $65; quarterly fee of $175; annual fee of $650; 401(k) consulting services $500 per quarter with a minimum annual fee of $2,000; Wealth Planning Services quarterly fees of $1,500 initial and $750 thereafter (clients with investment management), or $4,500 initial and $2,500 quarterly thereafter (non-clients).
Account minimum: $500,000 Fee-only: Fee-only advisory firm; no commissions or sales loads accepted.
Main office location
TCM Wealth Advisors
66 South Miller Road, Suite 202
Fairlawn OH 44333-4179, United States
Number of offices
1
Most active in
TCM Wealth Advisors 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:
-
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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