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Tidmore Retirement Planning Specialists registers with the SEC (Beachwood, OH)

New SEC-registered adviser · CRD 121028 · 801-137002 · effective 2026-09-21

Effective 2026-09-21. 4 employees (2 advisory), $113M regulatory AUM across 306 accounts. Notice-filed in TX. Corporation (OH).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance