Fee-OnlyFinder

Advisers in Cuyahoga Falls, OH

2 advisers in Cuyahoga Falls — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Dbk Financial Counsel, LLC198 W. Portage Trail Ext., Ste. 105 · Cuyahoga Falls, OH 44223 · (330) 923-3038 · Financial planningCRD 170688 · % of assets, Fixed fees · $199.5 million AUMSEC registeredNo commissions reportedVision Financial Management, LLC122 Broad Blvd. · Cuyahoga Falls, OH 44221 · (330) 929-9900 · Financial planningCRD 170003 · % of assets, Fixed fees, Other · $165.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Cuyahoga Falls? 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.