ROCKPORT WEALTH ADVISORS

22730 Fairview Center Dr
Suite# 150
Fairview Park, Ohio 44126
Tel: (216) 226-4560

About ROCKPORT WEALTH ADVISORS

ROCKPORT WEALTH ADVISORS, formally registered with the SEC as ROCKPORT WEALTH ADVISORS. The firm was established in 10/27/2022. They have over 6 offices throughout the country.

ROCKPORT WEALTH ADVISORS is a Fairview Park, Ohio based Financial Planning firm with nearly $513,650,570 assets under management, offering retirement planning & investment advisory services to 2597 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297122
SEC#	801-126796
Assets Managed by Firm	$513,650,570
No. of Clients	2597
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (CONSULTATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2597	$513,650,570
Individuals (other than high net worth individuals)	1077	$219,414,473
High net worth individuals	222	$289,347,682
Charitable organizations	4	$1,453,442
Corporations or other businesses	11	$3,434,973

More Retirement Planning firms in Fairview Park, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Fairview Park, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.