Fiduciary advisors in Lima, OH

3 registered advisers

Exactly 3 fiduciary advisory firms in Lima carry SEC registration. 3 run fee-only practices, meaning they earn nothing from selling financial products.

HARDY & HARDY CO LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lima, OhioCRD #145088
Typical Fee--
AUM$269M
Minimum--
Clients272

RESERVOIR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lima, OhioCRD #293131
Typical Fee--
AUM$209M
Minimum--
Clients887

TRUEBLOOD WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lima, OhioCRD #321659
Typical Fee--
AUM$431M
Minimum--
Clients973
Fiduciary Advisors in Lima, Ohio | FiduciaryListings