We provide individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed in the State of Ohio. Our firm has been in business as an investment adviser since 2011 and is owned by the Anthony S. D’Amico Trust UAD (96%), the Amy J. D’Amico Trust UAD (1%), Brian Eberhardt (1%), Marissa Beyer (1%), & Lindsay Fiore (1%). We specialize in Asset Management and Financial Planning & Consulting services. Our assets under management are $334,451,451 as of December 31, 2023. Types of Advisory Services We Offer Asset Management & Financial Planning: We emphasize continuous and regular account supervision. As part of our asset management service, we generally create a portfolio, consisting of individual stocks or bonds, exchange traded funds (“ETFs”), mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be suitable to the client’s circumstances. Once the appropriate portfolio has been determined, we review the portfolio at least quarterly and if necessary, rebalance the portfolio based upon the client’s individual needs, stated goals and objectives. We may also provide a variety of financial planning and consulting services to individuals, families, and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives. Some clients are provided ongoing financial planning services, and other clients may not be provided financial planning services. This decision to offer ongoing financial planning services is done on a discretionary basis by our firm. It is indicated on the client’s Asset Management and Financial Planning Agreement if financial planning services will be provided or not. When financial planning services are provided, these services are included in Item 5 below. Our financial planning services will generally involve preparing a financial plan for clients based on the client’s financial goals and investment objectives. This planning may encompass one or more of the following areas based upon the client’s indicated goals & needs: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Personal Tax Planning, Mortgage/Debt Analysis, Business Financial Planning, Personal Financial Planning, Stock Options/Executive Compensation, Legacy Planning, Retirement Income & Distribution Management, Social Security Analysis, Pension Analysis, Risk Management/Insurance Planning and Ongoing Financial Plan & Monitoring. Financial plans are prepared with information and/or documents requested by our firm. We rely on client participation in order to mutually identify, define and prioritize financial planning efforts, and mutually define implementation responsibilities. We rely on the client to provide complete & accurate data. Incomplete or inaccurate information received from clients will impact financial planning conclusions and recommendations. If incomplete information is provided, we will limit our financial planning recommendations to only those areas that can be advised on in consideration of the information we have. If material participation or material information is not provided, then we will not provide any financial planning advice and limit our services to asset management services only. Financial Planning services rendered usually include recommendations for a course of activity ADV Part 2A – Firm Brochure Page 5 Fidato Wealth LLC or specific actions to be taken by the clients. For example, recommendations may be made that the client begins or revises investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. Financial Planning clients are provided a copy of their financial plan and a verbal

report of observations and recommendations. It should also be noted that we may refer clients to a third party for the provision of additional professional services, such as an accountant, attorney, or other specialist, as necessary for non- advisory related services. If client chooses to hire these individuals for their services, additional fees from the provider will apply, and the Client will be billed directly by that provider. Our firm is not compensated for referrals made to professional service providers. Retirement Plan Consulting: Our firm provides retirement plan consulting services to employer plan sponsors on an ongoing basis. Generally, such consulting services consist of assisting employer plan sponsors in establishing, monitoring, and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising could include investment options, plan structure and participant education. Retirement Plan Consulting services typically include:
• Establishing an Investment Policy Statement – Our firm will assist in the development of a statement that summarizes the investment goals and objectives along with the broad strategies to be employed to meet the objectives.
• Investment Options – Our firm will work with the Plan Sponsor to evaluate existing investment options and make recommendations for appropriate changes.
• Asset Allocation and Portfolio Construction – Our firm will develop strategic asset allocation models to aid Participants in developing strategies to meet their investment objectives, time horizon, financial situation, and tolerance for risk.
• Investment Monitoring – Our firm will monitor the performance of the investments. In providing services for retirement plan consulting, our firm does not provide any advisory services with respect to the following types of assets: employer securities, real estate (excluding real estate funds and publicly traded REITS), participant loans, non-publicly traded securities or assets, other illiquid investments, or brokerage window programs (collectively, “Excluded Assets”). All retirement plan consulting services shall be in compliance with the applicable state laws regulating retirement consulting services. This applies to client accounts that are retirement or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and our firm accepts appointment to provide services to such accounts, our firm acknowledges its fiduciary standard within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Retirement Plan Consulting Agreement with respect to the provision of services described therein. Tailoring of Advisory Services We offer individualized investment advice to clients utilizing our Asset Management Service. Additionally, we offer individualized financial planning and guidance to clients to which we are providing ongoing financial planning services. General investment advice will be offered to Retirement Financial Planning & Consulting clients. We usually do not allow clients to impose restrictions on investing in certain securities or types of securities due to the level of difficulty this ADV Part 2A – Firm Brochure Page 6 Fidato Wealth LLC would entail in managing their account. In the rare instance that we would allow restrictions, it would be limited to our Asset Management service. It is expressly understood and agreed between the parties of this Agreement that our firm will not provide accounting or legal advice nor prepare any accounting or legal documents for the implementation of the Client’s financial planning objectives. The Client is urged to work closely with his/her attorney and/or accountant in implementing recommendations set forth in the financial plan. Participation in Wrap Fee Programs We do not offer wrap fee programs. Regulatory Assets Under Management As of December 31, 2023, our firm manages $334,451,451 on a discretionary basis.