Tidmore Retirement Planning Specialists

RIASEC & State Registered

Total AUM

$113M

Discretionary

$113M

100% of AUM

Avg account

$369K

Accounts

306

Employees

Advisory reps

Firm details

Headquarters: Beachwood, Ohio
CRD number: 121028
Registered since: September 21, 2026
Website: tidmorerps.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI49.7%
Individuals45.58%
Pension & Profit Sharing Plans4.48%
Other0.24%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tidmore Retirement Planning Specialists is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, and its fee arrangements include percentage-of-AUM fees along with fixed and other fee structures. The snapshot data lists SEC registration year as 2026 and notes the adviser is not a capital allocator, pension consultant, or related adviser. Tidmore does not identify as an active ESG investor and is not registered as a multi-state adviser.