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 SalesTypical Fee--
AUM$162M
Minimum--
Clients159
CROAK CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$300M
Minimum--
Clients2,027
KMG FIDUCIARY PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients3,849
SENIORS HOUSING FUND MANAGER LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$800M
Minimum--
Clients1
STRUCTURED WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$227M
Minimum--
Clients527