Fee-OnlyFinder

Advisers in Mansfield, OH

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

All advisers

Pinnacle Advisors6 West 3rd St., Ste 100 · Mansfield, OH 44902 · (419) 526-5226 · Financial planningCRD 106817 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedQuest Wealth Solutions, INC.720 Lexington Avenue · Mansfield, OH 44907 · (419) 525-2525 · Financial planningCRD 341599 · % of assets · $214.6 million AUMSEC registeredNo commissions reportedWhitaker-Myers Wealth Managers, LTD.1485 Lexington Ave. · Mansfield, OH 44907 · (330) 345-5000 · Financial planningCRD 286093 · % of assets, Hourly charges, Fixed fees · $850.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Mansfield? 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.