Fidato Wealth
Fidato Wealth is an SEC-registered investment adviser in Northeast Ohio serving high-net-worth individuals, families, and business owners with $2M+ in assets through proprietary Fidato One™, Fidato One Legacy™, and Business with Purpose™ processes, supported by Charles Schwab custody and Orion Advisor technology.
- Company typePrivate
- Founded2016
- HeadquartersMiddleburg, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Fidato Wealth does
Fidato Wealth is a privately held, SEC-registered investment adviser headquartered in Middleburg Heights, Ohio, serving high-net-worth individuals, families, and business owners primarily across Northeast Ohio (Cuyahoga and Medina Counties). Founded by Tony D'Amico and Amy D'Amico, the firm employs approximately 9-10 professionals organized as founders, partners, lead and associate wealth advisors, and client service specialists. Fidato delivers wealth management, retirement planning, equity-compensation planning for highly compensated professionals, and business advisory for closely held business owners, delivered through three proprietary, branded processes — Fidato One™ for $2-10M-net-worth clients, Fidato One Legacy™ for $10M+ clients, and Business with Purpose™ for business owners approaching exit, succession, or generational transfer. The firm also runs a recurring Retirement Planning Today® educational course in partnership with Lorain County Community College and Highland Community Education.
The firm's underlying technology stack is conventional RIA infrastructure rather than proprietary platforms. Client assets are custodied at Charles Schwab; the client portal is delivered through Orion Advisor; portfolio management and reporting rely on industry-standard tools. Fidato does not maintain any published API, SDK, or developer-facing product surface. Marketing and lead generation are driven by an earned-media presence (Wall Street Journal, Barron's, CNBC, Yahoo Finance, US News & World Report, Reuters), the firm's YouTube channel, articles, a Monthly Wealth Management Report newsletter authored by the Founder/CEO, and the educational class channel described above.
Commercially, Fidato operates a fee-based advisory model, with advisory fees structured as a percentage of assets under management and not publicly disclosed, complemented by a modest, transactional revenue stream from the $49-per-person Retirement Planning Today® course. New prospects enter via a complimentary consultation (in-person, video, or phone) and complete a structured intake form before being matched to an advisory team. Fidato is also one of a small number of regional RIAs that has appeared on Financial Advisor Magazine's Top RIA Rankings every year since 2017 (ranked #323 in 2025), was named the 33rd largest wealth management firm in Northeast Ohio by Crain's Cleveland Business in 2025, and received a 2019 WealthManagement.com Thrive Award recognizing multi-year revenue production.
Fidato Wealth firmographics
Firmographics- Name
- Fidato Wealth
- Legal name
- Fidato Wealth LLC
- Website
- https://fidatowealth.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fidato Wealth is an SEC-registered investment adviser in Northeast Ohio serving high-net-worth individuals, families, and business owners with $2M+ in assets through proprietary Fidato One™, Fidato One Legacy™, and Business with Purpose™ processes, supported by Charles Schwab custody and Orion Advisor technology.
- Ownership category
- akta.pro rank
Fidato Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Family Office Trust & Fiduciary Services (FSAEAKAF)
Keywords
Where Fidato Wealth is headquartered
LocationHeadquarters
- HQ city
- Middleburg
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fidato Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Wealth Management Advisory Fees: Fee-based advisory services likely charged as a percentage of assets under management (AUM), consistent with SEC Registered Investment Adviser model. Services include investment management, financial planning, retirement planning, and comprehensive wealth management.
- Educational Classes: Retirement Planning Today courses offered at $49 per person with a 200+ page workbook included. Available both online and in-person through partnerships with educational institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Retirement Planning Today Course |
| Freemium | Pay-as-you-go | Initial Consultation |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Fidato Wealth product offering
Product offeringCore offering
Fidato Wealth is an SEC Registered Investment Adviser providing fee-based wealth management, retirement planning, estate planning, tax optimization, and business advisory services to high-net-worth individuals, families, and business owners primarily in Northeast Ohio. The firm delivers its advisory services through proprietary processes—Fidato One™ ($2-10M clients), Fidato One Legacy™ ($10M+ clients), and Business with Purpose™ (business owners)—and supplements core services with educational courses.
Product overview
Fidato Wealth offers a unified wealth management and financial advisory platform designed for high-net-worth individuals, families, and business owners. The core offering consists of four main service areas: Wealth Management, Retirement Planning, Wealth Planning for Highly-Compensated Professionals, and Business Advisory. These are delivered through proprietary processes including Fidato One™ (for clients with $2-10M net worth), Fidato One Legacy™ (for clients with $10M+ net worth), and Business with Purpose™ (for business owners). Supporting offerings include the Retirement Planning Today® educational course and a Monthly Wealth Management Report newsletter. The firm operates as a virtual family office, coordinating legal, tax, and risk planning specialists to provide comprehensive, integrated wealth management.
Differentiator
Problem solved
Functional benefit
Brands
- Fidato One™: Comprehensive Wealth Process for clients with $2–$10 million net worth
- Fidato One Legacy™
- Business with Purpose™
Products and services
- Wealth Management Comprehensive wealth management service that blends investment management, estate planning, and tax optimization to help families preserve unity, security, and legacy across generations. Designed for families seeking to preserve and grow wealth across generations with holistic financial planning.
- Retirement Planning Comprehensive retirement planning service including retirement income planning, investment management, healthcare planning, tax planning, estate planning, risk protection, and pension and Social Security optimization. Targeted at individuals nearing or in retirement seeking comprehensive retirement strategies.
- Wealth Planning for Highly-Compensated Professionals Specialized wealth planning for executives and professionals with complex compensation packages including stock options, RSUs, ESOPs, deferred compensation, and equity award management. Focuses on maximizing after-tax value and aligning resources with life goals.
- Business Advisory Business advisory services utilizing the Business with Purpose™ process to help business owners with succession planning, exit strategies, ESOPs, and generational ownership transfers. Aligns enterprise success with personal and family goals.
- Retirement Planning Today® Course Two-session educational course covering retirement lifestyle planning, income planning, investment risk management, tax planning, estate planning, insurance, and retirement savings strategies. Course fee is $49 per person and includes a 200+ page workbook; spouse or guest may attend at no additional charge. Available in-person and online through partnerships with Lorain County Community College and Highland Community Education.
Quantifiable outcome
- Over 53% growth rate in 2017
- +2 more outcomes
Companies that use Fidato Wealth
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles5 records
Fidato Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Fidato Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charles SchwabcoreCharles Schwab serves as the custodian for Fidato Wealth client assets. Clients access their accounts through Schwab's platform, with Fidato Wealth providing advisory services on those assets. This is a standard arrangement in the RIA industry where the custodian holds assets and provides trading infrastructure while the advisory firm manages the assets.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
Fidato Wealth competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Large-scale national RIA serving mass-affluent and HNW clients with retirement planning, investment management, and financial planning — overlapping services but vastly larger scale and technology infrastructure.
- Cetera Financial Group: National network of independent RIAs and broker-dealers offering wealth management and retirement planning; competes for the same independent-advisor and HNW-client ecosystem as Fidato.
Direct peers
- Buckingham Wealth Partners: RIA providing wealth management, retirement income planning, and tax-efficient investment strategies to HNW households, with proprietary planning frameworks similar to Fidato One™.
- Stratos Wealth Partners: Independent RIA platform serving HNW clients with comprehensive financial planning, investment management, and retirement/legacy services — closely comparable in size and service mix.
- Carson Group: RIA and coaching/consulting platform serving independent financial advisors and their HNW clients with holistic wealth planning, retirement, and business advisory services.
- Hightower Advisors: Large RIA wealth management platform serving HNW individuals and families with comprehensive financial planning, investment management, and family office services — directly comparable to Fidato's core offerings, though significantly larger and PE-backed.
- Creative Planning: National RIA providing wealth management, retirement planning, and tax/estate services to HNW individuals and business owners, with similar fiduciary, fee-based model and proprietary planning processes.
- Ritholtz Wealth Management: Boutique RIA offering fee-only wealth management, retirement planning, and tax-aware investing to HNW households, with a comparable media-forward, thought-leadership brand strategy.
- Mariner Wealth Advisors: Full-service wealth advisory firm offering investment management, retirement, estate, and business advisory services to HNW clients and business owners — a direct competitor in Fidato's target segment.
Others
- LPL Financial: Largest independent broker-dealer and RIA custodian/platform serving independent advisors and their clients; relevant ecosystem peer that RIAs like Fidato could align with for custody, technology, and compliance infrastructure (alternative to direct Schwab relationship).
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Customer concentration
Fidato Wealth social profiles
Digital presenceFidato Wealth compliance and trust
Trust signalCompliance1 record
Fidato Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fidato Wealth leadership team
Management profileNumber of profiles
Profiles9 records
Fidato Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fidato Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fidato Wealth
What does Fidato Wealth do?
Fidato Wealth is an SEC Registered Investment Adviser providing fee-based wealth management, retirement planning, estate planning, tax optimization, and business advisory services to high-net-worth individuals, families, and business owners primarily in Northeast Ohio. The firm delivers its advisory services through proprietary processes—Fidato One™ ($2-10M clients), Fidato One Legacy™ ($10M+ clients), and Business with Purpose™ (business owners)—and supplements core services with educational courses.
Is Fidato Wealth a public or private company?
Fidato Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fidato Wealth founded?
Fidato Wealth was founded in 2016. It employs 1 to 10 people.
Where is Fidato Wealth based?
Fidato Wealth is headquartered in Middleburg, United States, in the North America region.
How does Fidato Wealth make money?
Two revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are educational Classes.
Who are Fidato Wealth's main competitors?
Broad incumbents on record are Edelman Financial Engines and Cetera Financial Group. Direct peers are Buckingham Wealth Partners, Stratos Wealth Partners, Carson Group, Hightower Advisors, Creative Planning, Ritholtz Wealth Management and Mariner Wealth Advisors. LPL Financial is listed as an others.
Does Fidato Wealth have an API?
No public API is recorded for Fidato Wealth.
What industry is Fidato Wealth in?
Fidato Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 523940 and its SIC code is 6282.