RE
CFP
RE
CFP

Richard Robert Eicheldinger

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,778 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Wealth Partners, LTD.
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Facet
December 2020 - January 2024 · 3 yrs 1 mo
Affinity Wealth LLC
May 2019 - November 2020 · 1 yr 6 mos
True Wealth Design, LLC
July 2018 - May 2019 · 10 mos
M&t Securities, INC.Broker
February 2018 - April 2018 · 2 mos
M&t Securities, INC.
February 2018 - April 2018 · 2 mos
Hunter Associates LLC
September 2015 - October 2017 · 2 yrs 1 mo
Hunter Associates LLCBroker
September 2015 - October 2017 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - August 2015 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - August 2015 · 1 yr 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Richard Robert Eicheldinger - Financial Advisor | TrueAdvisor