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Financial planning in Akron, OH

11 advisers in Akron offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

Chlebina 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 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 reportedRevisor 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 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