Ville Wealth is a
Fee-Only Financial
Planning Firm
What is a fee-only advisor?
My fee is the only compensation I receive. I don’t receive any commissions, trails or other fees related to any products or services I recommend. Doing so removes any bias, allowing me to provide conflict free advice.
Why I started my own firm?
Ville Wealth Management
For the past 20 years, I have built two leading financial planning teams at top Regional Private Banks. I emphasized the client experience and trained my planners to prioritize clients. As I advanced in my career, I had less time with clients, even though I was shaping the conversations and advice they received.
In 2019, my high school class (Wintersville 1988) had its 30-year reunion. I had missed earlier reunions due to family and work commitments. At the reunion, I was surprised at how easily we reconnected and felt like close friends again.
I grew up in a small town in southeastern Ohio, where West Virginia, Pennsylvania, and Ohio converge. We called this place the “Ville,” a close-knit community of hardworking people, enthusiastic sports fans, delicious pizza, and parents who wanted a better life for their children.
Since 2019, I have organized the annual Ville Golf Outing and a gathering for non-golfers. This experience of connecting with people and planning events has motivated me to want to work directly with clients and share my 30 years of experience to help them avoid costly mistakes.
Many advisors prioritize sales and quickly move on to the next client. My process is simple, work with the client to understand their goals and priorities, not mine, and build a plan to keep them on track. Few firms focus on putting plans into action. My favorite quote is “A financial plan unimplemented has no value”.
If you're from a small town like the Ville and need help with retirement planning, withdrawal strategies, reducing taxes, estate planning and preserving wealth, I would be happy to assist you and your family!
Ville Hotspots
in 1988
1st Annual Ville Outing 2021
2nd Annual Ville Outing 2022
3rd Annual Ville Outing 2023
2023 Ville Gathering
4th Annual Ville Outing 2024
2024 Ville Gathering
2019 Ville 31st Class Reunion
2019 Ville Class Reunion Golf Outing (Williams CC)
FAQS
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Wealth Management Services:
The fee is based on a percentage of assets under management and is negotiable. The annualized fees for investment management and planning services are based on the following fee schedule:
$0 - $1 million: 1.00%
$1 million - $2 million: 0.85%
Above $2 million: NegotiableEstate Planning
We offer estate planning services to assist clients with reviewing existing plans, gathering necessary information for document creation by outside firms, and updating current plans. These services are provided in collaboration with EncorEstate, a firm specializing in working exclusively with financial advisors to deliver comprehensive and coordinated estate planning solutions. Through this partnership, we streamline the process by identifying client gaps and providing tailored strategies.
Fees for Estate Planning are influenced by EncorEstate Plans’ current fee schedule. We do not offer legal advice. We defer you to EncorEstate Plans and their network of attorneys.Most Common Estate Packages
Fee for Prospects
Trust Based Plan (Trust, Wills, Powers): $1,250
Will Based Plan (Wills and Powers): $750
Powers Package (POA, HCPOA, HIPAA): $300Fee for Ville Clients*
Trust Based Plan (Trust, Wills, Powers): $625
Will Based Plan (Wills and Powers): $375
Powers Package (POA, HCPOA, HIPAA): $125*Additional discounts are available for clients with over $1 million, unless an outside attorney is required. Fees will depend on the outside attorney's charges in complex cases, such as Irrevocable Trusts.
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$250,000 per household (includes all accounts to be managed by Ville Wealth Management within the household).
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Pre Retirees, Retirees, Professionals, Business Owners and their families.
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As a virtual wealth firm the majority of our meetings will be online using Google Meets. In person meetings may be available upon request.
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No, although Ville Wealth Management is located in Ohio our desire is to work with any interested client in any state.
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Custodian: Altruist and Charles Schwab
Investment Management Platform: Charles Schwab and Altruist Market Place.
Virtual Financial Planning Services
Based in Avon Lake, Ohio
Serving Clients Nationally
My Top Wealth Management Mentors
Terry Jenkins
Wealth Mgmt CEO - Thought Leader - Culture Builder
“I’m delighted to provide my personal recommendation for Brian. Having worked with him for 5 years during my time leading wealth mgmt at KeyBank Brian was instrumental in building an innovative client experience for our business. He brings a unique skill set combining client facing experience and financial planning with a technical competency that enables him to add value to an organization and its clients in many innovative areas.”
Steve Gregory
President IsaiX
“I greatly valued my time working with Brian, he has a rare if not unique ability to bridge the soft side of the client experience with the hard edge of technology. He really, I mean really knows the dynamics of an effective client experience. When I worked with him, the innovation that he brought to the sales process was remarkable. I would work with him again in a heartbeat and expect more amazing innovations.”
Rick Weigle
Director Client Experience Key Private Bank (Retired)
“I’ve had the pleasure of working with Brian for many years and pleased to provide my recommendation. During those many years I have benefited from his expertise in wealth management. He brings a unique combination of skills in Financial Planning, providing a high quality client experience and leveraging technology; all brought to bear for each client’s benefit.”