Brent Dickerson
CERTIFIED FINANCIAL PLANNERTM | ENROLLED AGENT
I Help People Gain Confidence in Their Financial Future
100% Independent | Registered Investment Advisor | Fiduciary
ABOUT
My name is Brent Dickerson. I am a CERTIFIED FINANCIAL PLANNERTM professional, Enrolled Agent, and founder of Over Coffee Financial. I help motivated individuals, and families, get serious about achieving their future financial goals by providing comprehensive financial planning, scientifically based investment management, and effective tax preparation and advice. I am a fiduciary financial advisor in Cleveland. With offices in Rocky River, and from my home in Painesville, I meet with clients all over northeast Ohio. I also work virtually all over the world.
I love to help people see the big picture of their financial future, and we will work together to set goals and develop a roadmap for success.
With regular check-ins and reviews, the financial planning process can help make an uncertain future much clearer for you to move forward with confidence.
OVER COFFEE FINANCIAL
COMPREHENSIVE FINANCIAL PLANNING
SCIENTIFICALLY-BASED INVESTMENT MANAGEMENT
TAX PREPARATION, REPRESENTATION + ADVICE
I want to keep financial planning simple. It doesn't have to be complicated with lots of tactics and schemes to reach goals - the science shows us that.
Simple doesn't mean easy, however, and the financial planning process can be a lot like marriage. You have to continually work at it to get the best results.
Over Coffee Financial started as Trinity Wealth Management in Texas, in 2014. We underwent a major change in name and branding in 2018 after arriving in Ohio.
I felt that the name, Trinity Wealth Management, didn't quite define the clients with whom I wanted to work. While the name captured my Christian faith, and my desire to provide charitable planning, it didn't quite capture the comfortable, informal, and relaxed environment I want for my clients. So, everything changed.
I want serious but fun-loving. Your financial goals are a serious matter, but we don't have to live in a button-downed, suit-and-tie world to engage in a thoughtful matter. It's not the clothes, its the results.
THOSE WE HELP
I want to work with anyone who feels apprehensive and uncertain of their financial future. With that said, my expertise helps the following clients best:
PRICING
Comprehensive Financial Planning
This is a one-time fee that is charged at the beginning of the advisory relationship. It is billed in two installments and ranges from $2,500 - $10,000 depending on complexity of the plan. The example below shows a typical planning fee:
Fee: $2,500
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$1,000 (40%) Billed in advance
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$1,500 (60%) Billed upon presentation of completed plan
The maximum annual fee charged for all services will never exceed $10,000.
Scientifically-Based Investment Management
This is an ongoing fee charged as a percentage of assets under management (AUM). It is presented as an annual percent divided into quarterly installments and deducted from managed accounts. The fee is 0.95% of AUM regardless of size. The example below shows a typical fee:
$250,000 AUM:
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@ 0.95% (annual rate) = $2,375
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@ 0.2375% (per quarter) = $593.75
Tax Preparation + Representation
Tax Preparation and representation is offered a la carte to advisory clients and non-advisory clients. Tax fees start at $90 for preparation and a minimum of $500 for representation before the IRS.
AS FEATURED IN
CONTACT ME
CONTACT:
Rocky River | Cleveland | Painesville
19300 Detroit Rd, Suite 204
Rocky River, OH 44116
1918 Spruce Ln
Painesville, OH 44077
Over Coffee Financial is a top financial advisor in the Painesville, OH financial advisors directory on NestEggZone.com.