Fee-OnlyFinder

Advisers in Hudson, OH

6 advisers in Hudson — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (4)

All advisers

Broadleaf Partners, LLC9 Aurora Street, Suite #5 · Hudson, OH 44236 · (330) 650-0921 · Financial planningCRD 137433 · % of assets, Other · $551.3 million AUMSEC registeredNo commissions reportedEllsworth Advisors, LLC1764 Georgetown Road · Hudson, OH 44236 · (234) 200-0703 · Financial planningCRD 297464 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedEpic Financial, LLC1790 Stoney Hill Dr., Suite a · Hudson, OH 44236 · (330) 331-0629 · Financial planningCRD 169410 · % of assets, Hourly charges, Fixed fees · $43.8 million AUMState registeredNo commissions reportedNye Wealth Management LLC85 South Main Street · Hudson, OH 44236 · (330) 656-0007 · Financial planningCRD 170415 · % of assets, Fixed fees · $107.7 million AUMSEC registeredNo commissions reportedRuggaard & Associates110 W Streetsboro St., Suite 1a · Hudson, OH 44236 · (330) 487-5888 · Financial planningCRD 107489 · % of assets, Performance-based fees · $368.6 million AUMSEC registeredNo commissions reportedWestern Reserve Capital Management, LLC102 First St, #208 · Hudson, OH 44236 · (330) 655-1543 · Financial planningCRD 329811 · % of assets, Hourly charges, Fixed fees · $120.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Hudson? 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.