F
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Timber peakOak quantum +more
- Established Date
- 08-30-2024
- Office Locations
- 1
Office Locations
-- Berea OH
About Flegal Financial Planning
Flegal Financial Planning is a fee-only, fiduciary RIA providing comprehensive financial and retirement planning, ongoing investment management, and tax preparation, with an emphasis on lifetime tax-reduction strategies. The firm focuses on families nearing or in retirement, serving Cleveland/Northeast Ohio and working virtually with clients nationwide. Founder Dave Flegal is a CPA and CFP practitioner and has been cited in outlets including Investopedia.
Team overview
31 AVG AGE
$14.3M AVG AUM / ADVISOR
$494.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Crest
Custodian
Optima Radial crest Vertex Glacier Focus signal Frontier peak Zenith
Investment Themes
Catalyst element Timber eagle Peak
Investment Vehicles
Insight
Services
Alpha oak Eagle Ridge Bridge eagle Atlas focus Horizon Meridian Capital bridge
Technology
Meridian bridge Fusion Timber Vector foundation
Owner & Executives
David Andrew Flegal Jr
FOUNDER
- CRD
- #7499381
- Ownership
- 75% or more
(277) 665-8414
eagle.vertex@catalystcapital.com
in linkedin.com/in/ember-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,324,698 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,324,698 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,324,698
Public Funds:
15.6% Equity - Exchange:
51.8% Cash:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $162,081,644 | 15.6% |
| Equity - Exchange | $538,194,178 | 51.8% |
| Cash | $338,709,077 | 32.6% |
| Total | $1,038,984,899 | 100.0% |