Fee-OnlyFinder

Advisers in Ashland, OH

3 advisers in Ashland — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Crosby Advisory Group, LLC19 W. Main St. · Ashland, OH 44805 · (419) 496-0770 · Financial planningCRD 282673 · % of assets · $81.4 million AUMState registeredNo commissions reportedLighthouse Wealth Management, INC.1078 Commerce Parkway · Ashland, OH 44805 · (419) 496-0016 · Financial planningCRD 157925 · % of assets, Hourly charges · $237.6 million AUMSEC registeredNo commissions reportedWhitcomb & Hess, INC.1020 Cleveland Avenue · Ashland, OH 44805 · (419) 289-7007 · Financial planningCRD 121064 · % of assets, Fixed fees · $490.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Ashland? 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.