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TIDMORE RETIREMENT PLANNING SPECIALISTS

Legal name: PREMIER INVESTMENT ADVISORS, INC.

CRD 121028File 801-137002
APPROVED
Retail clients
Disclosure events
Filing as of Sep 21, 2026
Feed vintage Sep 22, 2026
Regulatory AUM
$112.9M
Bottom 25% of cohort (national)
Discretionary AUM
$112.9M
Clients
214
306 accounts
Employees
4
Bottom 25% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Sep 21, 2026
Principal office
2000 AUBURN DRIVE, SUITE 200, BEACHWOOD, OH, 44122
Phone
440-498-1396

Assets & accounts

ADV Item 5F
Total regulatory AUM
$112.9M
Discretionary AUM
$112.9M
Non-discretionary AUM
$0
Discretionary accounts
306
Non-discretionary accounts
0
Total accounts
306
AUM per client
$528K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals23$56.1M
Pension and profit sharing plansFewer than 5$5.1M
Individuals (other than high net worth individuals)191$51.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described)CO-ADVISORY FEES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D2
  • Q11D4

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TIDMORE RETIREMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TIDMORE RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.