Tricord Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,700,000
Total clients
81
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
81
Average account size
$95,062
About
Tricord Wealth Advisors provides investment management and financial and business planning to individuals, trusts, estates, charitable organizations and corporate clients. Services described in the brochure include portfolio management, retirement and estate analysis, cash flow and debt planning, risk management and financial planning reports.
The firm generally emphasizes long‑term investment recommendations and may occasionally advise active trading, but it reports most assets as non‑discretionary and requires client approval before executing trades. Tricord uses a mix of internally developed analysis and external research sources, provides periodic account reviews and written reports, and may place client assets with third‑party money managers when deemed suitable.
Notably, the firm’s advisory personnel are also registered to sell securities and act as insurance agents and may implement transactions through affiliated broker‑dealer and insurance relationships, which can result in commission compensation. The brochure also discloses that a meaningful portion of client assets are managed on a non‑discretionary basis and that the firm has operated in the advisory business since the late 1980s, a combination that shapes how recommendations are presented and executed.
Client services
Expertise
Fee options
$1 - $99,999.99: 1.25% $100,000 - $249,999.99: 1.25% $250,000 - $499,999.99: 1.0% $500,000 - $749,999.99: 1.0% $750,000 - $1,249,999.99: 1.0% $1,250,000 - $1,999,999.99: 1.0% $2,000,000 - $4,999,999.99: 0.75% $5,000,000 - $24,999,999.99: 0.5% $25,000,000+: 0.25%
$200 per hour for financial planning
Account minimum: $1 Fee-only: $200 per hour for financial planning
Main office location
Tricord Wealth Advisors
5000 Arlington Centre Blvd., Suite 7162
Columbus OH 43220, United States
Number of offices
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")