CRD: 121028
Tidmore Retirement Planning Specialists
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- Custodian
- Charles Schwab & Company · MID Atlantic · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-2003
- Office Locations
- 1
Office Locations
About Tidmore Retirement Planning Specialists
Tidmore Retirement Planning Specialists is an Ohio-based RIA providing fiduciary, retirement-focused financial planning and investment management for individuals, families, and business owners, with an emphasis on strategic advice and fee transparency. Portfolios lean on ETFs alongside government bonds and cash for asset allocation. The firm is annually CEFEX-certified for its fiduciary oversight process.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DENNIS LEE TIDMORE
Investment Advisor Representative, Owner, President
- CRD
- #868783
- Ownership
- 75% or more
Desiree Rose Fiktus
Chief Compliance Officer
- CRD
- #7393863
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,894,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $112,894,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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