Fee-OnlyFinder

Advisers in Canfield, OH

5 advisers in Canfield — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)Retirement plan consulting (3)

All advisers

Bps Wealth Advisors, INC.3701 Boardman - Canfield Rd., Suite 1 · Canfield, OH 44406 · (330) 758-0575 · Financial planningCRD 106249 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedGem-Young Wealth Advisors, LLC3792 Starrs Centre Dr. · Canfield, OH 44406 · (330) 533-6936 · Financial planningCRD 171340 · % of assets, Other · $142.0 million AUMState registeredNo commissions reportedMediate Financial Investment Advisory Services, LLC6674 Tippecanoe Rd, Suite 6 · Canfield, OH 44406 · (330) 702-3556 · Financial planningCRD 158134 · % of assets, Hourly charges, Fixed fees · $106.4 million AUMSEC registeredNo commissions reportedScott S. Duko, Registered Investment Advisor, LTD.3685 Stutz Drive, Suite 100 · Canfield, OH 44406 · (330) 550-5428 · Financial planningCRD 109595 · % of assets, Hourly charges, Fixed fees · $48.3 million AUMState registeredNo commissions reportedSsb Managed Wealth, LLC196 North Broad Street · Canfield, OH 44406 · (330) 533-1131 · Financial planningCRD 305976 · % of assets, Hourly charges, Fixed fees · $37.8 million AUMState registeredNo commissions reported
Talking to advisers in Canfield? 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.