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 RIA organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Tidmore is SEC registered (2026) and uses a mix of fee arrangements — percentage of AUM, fixed fees and other fee types — to bill clients. The adviser notes an equity preference and does not identify as an active ESG investor.