Fee-only adviser · Cleveland, OH
Conservativemoney LLC
Conservativemoney LLC is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Cleveland, Ohio. On its latest Form ADV, filed March 27, 2026, it reports $10M in regulatory assets under management, 15 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 121306 · SEC file 801-69952 |
| Office | 1315 W 76th Street Cleveland, OH 44102 |
| Phone | (216) 251-2100 |
| Website | www.conservativemoney.com |
| Regulatory assets under management | $10M ($5.1M discretionary) |
| Individual clients | 11 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Cleveland
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- Intentional Wealth Partners $60M
See all 16 fee-only advisers in Cleveland →
Nearby
- Bratenahl 1 firm
- Cleveland Heights 2 firms
- Lakewood 1 firm
- Independence 6 firms
- Rocky River 3 firms
- Fairview Park 1 firm
- Middleburg Heights 2 firms
- Beachwood 11 firms
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