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Advisers in Akron, OH

17 advisers in Akron — 17 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (9)Flat / fixed fees (10)% of assets managed (15)Retirement plan consulting (9)

All advisers

Ai Stock Prophet, LLC388 South Main Street, Suite 400 · Akron, OH 44311 · (786) 292-8649 · Flat / fixed feesCRD 340421 · Fixed fees, OtherSEC registeredNo commissions reportedAlpha Asset Management50 South Main Street, Suite 1210 · Akron, OH 44308 · (330) 374-7500 · % of assets managedCRD 112571 · % of assets · $129.1 million AUMSEC registeredNo commissions reportedBullington Capital Management, LLC4040 Embassy Parkway, Suite 250 · Akron, OH 44333 · (330) 664-0700 · % of assets managedCRD 128697 · % of assets · $87.1 million AUMState registeredNo commissions reportedChlebina Capital843 N. Cleve-Mass Road, Suite Dn-12 · Akron, OH 44333 · (330) 668-9200 · Financial planningCRD 142376 · % of assets · $5.1 million AUMState registeredNo commissions reportedEgi Financial, INC.50 South Main Street, Suite 1210 · Akron, OH 44308 · (330) 374-1932 · Financial planningCRD 120607 · % of assets, Hourly charges · $348.7 million AUMSEC registeredNo commissions reportedKohmann Bosshard Financial Services, LLC.3421 Ridgewood Road, Suite 125 · Akron, OH 44333 · (330) 666-6886 · Financial planningCRD 138851 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedOak Associates LTD3800 Embassy Parkway, Suite 31o · Akron, OH 44333 · (330) 668-1234 · % of assets managedCRD 108874 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedOelschlager Investments4040 Embassy Pkwy Suite 320 · Akron, OH 44333 · (330) 664-9920 · % of assets managedCRD 306035 · % of assets · $93.3 million AUMSEC registeredNo commissions reportedParadigm Investment Advisory LLC1611 Suite A, Akron - Peninsula Rd · Akron, OH 44313 · (330) 475-1690 · Financial planningCRD 168295 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedPresper Financial Architects, LLC441 Wolf Ledges Parkway, Suite 103 · Akron, OH 44311 · (330) 253-6000 · Financial planningCRD 297538 · % of assets, Hourly charges, Fixed fees · $362.6 million AUMSEC registeredNo commissions reported
Revisor Wealth Management LLC2650 W. Market St., 2nd Floor · Akron, OH 44333 · (440) 248-3355 · Financial planningCRD 169814 · % of assets, Fixed fees, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reportedSequoia Financial Group, L.L.C.3500 Embassy Parkway · Akron, OH 44333 · (330) 375-9480 · Financial planningCRD 117756 · % of assets, Hourly charges, Subscription fees · $32.2 billion AUMSEC registeredNo commissions reportedSummit Wealth Management LLC2150 N Cleveland-Massillon Road · Akron, OH 44333 · (330) 523-1065 · % of assets managedCRD 226722 · % of assets · $120.1 million AUMSEC registeredNo commissions reportedSymphony Financial Services, INC.4100 Embassy Parkway, Suite 100 · Akron, OH 44333 · (330) 434-2000 · Financial planningCRD 125058 · % of assets, Hourly charges, Fixed fees · $428.7 million AUMSEC registeredNo commissions reportedTrue Wealth Design, LLC700 Ghent Road, Suite 100 · Akron, OH 44333 · (330) 777-0688 · Financial planningCRD 143194 · % of assets, Hourly charges, Fixed fees · $494.0 million AUMSEC registeredNo commissions reportedValmark Advisers, INC.130 Springside Drive, Suite 300 · Akron, OH 44333 · (800) 765-5201 · Financial planningCRD 108050 · % of assets, Hourly charges, Fixed fees · $10.2 billion AUMSEC registeredNo commissions reportedWarther Private Wealth1075 West Market St. · Akron, OH 44313 · (330) 867-6999 · Financial planningCRD 125145 · % of assets, Hourly charges, Fixed fees · $371.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Akron? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.