Fiduciary advisors in Akron, OH

13 registered advisers

Akron is Goodyear's home city, where rubber-era legacy wealth has given way to healthcare and polymer science industry planning needs, and 13 SEC-registered fiduciary firms serve local investors. Roughly 100% of registered fiduciary firms here are fee-only, totaling 13 practices. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

ALPHA ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #112571
Typical Fee--
AUM$129M
Minimum--
Clients149

EGI FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #120607
Typical Fee--
AUM$349M
Minimum--
Clients294

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #138851
Typical Fee--
AUM$911M
Minimum--
Clients1,396

OAK ASSOCIATES LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #108874
Typical Fee--
AUM$1.7B
Minimum--
Clients59

OELSCHLAGER INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #306035
Typical Fee--
AUM$63M
Minimum--
Clients22

PRESPER FINANCIAL ARCHITECTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #297538
Typical Fee--
AUM$363M
Minimum--
Clients1,737

REVISOR WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #169814
Typical Fee--
AUM$2.1B
Minimum--
Clients6,573

SEQUOIA FINANCIAL GROUP, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #117756
Typical Fee--
AUM$23.0B
Minimum--
Clients28,338

SUMMIT WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #226722
Typical Fee--
AUM$120M
Minimum--
Clients510

SYMPHONY FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #125058
Typical Fee--
AUM$429M
Minimum--
Clients1,312

TRUE WEALTH DESIGN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #143194
Typical Fee--
AUM$425M
Minimum--
Clients1,264

VALMARK ADVISERS, INC.

Fee-OnlyAlso Compensated via Product Sales
Akron, OhioCRD #108050
Typical Fee--
AUM$10.2B
Minimum--
Clients20,881

WARTHER PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #125145
Typical Fee--
AUM$371M
Minimum--
Clients617
Fiduciary Advisors in Akron, Ohio | FiduciaryListings