LPL Financial
37yrs
Top advisor by experience in Middleburg Heights
11yrs
Brian Eberhardt
Financial advisor at Fidato Wealth
Brian Eberhardt has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Middleburg Heights, Ohio. Brian has been with Fidato Wealth since 2016. Fidato Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 31 advisors with offices in Middleburg Heights, and one of 23 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130
FirmFidato Wealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.69 million
Advisors at the firm7
States licensed ?1 state
Services through Fidato Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowFidato Wealth LLCCurrent firm
Contact Brian
(440) 572-5552Fidato Wealth main office 7530 Lucerne Dr Suite 400Middleburg Heights, OH 44130Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Fidato Wealth at (440) 572-5552 and ask for Brian Eberhardt. Brian works from the Middleburg Heights, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Fidato Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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