Fiduciary advisors in Toledo, OH

5 registered advisers

Not every Ohio investor lives near a major metro. Toledo has 5 SEC-registered fiduciary firms for those who do not. Of those, 5 are fee-only practices.

ALAN B. LANCZ & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #105363
Typical Fee--
AUM$162M
Minimum--
Clients159

CROAK CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #297666
Typical Fee--
AUM$300M
Minimum--
Clients2,027

KMG FIDUCIARY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #298331
Typical Fee--
AUM$1.6B
Minimum--
Clients3,849

SENIORS HOUSING FUND MANAGER LLC

Fee-Only, No ConflictsClean Record
Toledo, OhioCRD #334006
Typical Fee--
AUM$800M
Minimum--
Clients1

STRUCTURED WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #146611
Typical Fee--
AUM$227M
Minimum--
Clients527
Fiduciary Advisors in Toledo, Ohio | FiduciaryListings