ETHOS FINANCIAL PLANNING

ETHOS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 333162). Regulatory assets under management: $7.6M.

Registration

• CRD: 333162
• Type: Registered investment adviser
• Phone: 440-523-9277
• Latest filing: 2026-02-14
• Regulatory AUM: $7.6M
• Non-discretionary AUM: $7.6M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333162 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search