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Advisers in Maumee, OH

7 advisers in Maumee — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (5)Flat / fixed fees (4)

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Atlantis Wealth Advisors LLC1700 Woodlands Dr., Suite 100 · Maumee, OH 43537 · (419) 794-0538 · Financial planningCRD 169956 · % of assets, Hourly charges, Fixed fees · $150.2 million AUMSEC registeredNo commissions reportedBeacon Associates Wealth Management, LLC1755 Indianwood Circle,, Suite 200 · Maumee, OH 43537 · (419) 482-0280 · % of assets managedCRD 318651 · % of assets · $101.1 million AUMSEC registeredNo commissions reportedCamelot Portfolios, LLC1700 Woodlands Dr, Suite 100 · Maumee, OH 43537 · (419) 794-0538 · Financial planningCRD 145918 · % of assets, Hourly charges, Performance-based fees · $272.2 million AUMSEC registeredNo commissions reportedGlass City Capital Management, LLC1715 Indian Wood Circle, Suite 200 · Maumee, OH 43537 · (419) 787-3222 · % of assets managedCRD 297327 · % of assets · $5.9 million AUMState registeredNo commissions reportedMunn Wealth Management, LLC1700 Woodlands Drive, Suite 100 · Maumee, OH 43537 · (419) 794-0536 · Financial planningCRD 174414 · % of assets, Hourly charges, Fixed fees · $242.3 million AUMSEC registeredNo commissions reportedTfo Wealth Partners1440 Arrowhead Drive · Maumee, OH 43537 · (419) 891-9999 · Financial planningCRD 124407 · % of assets, Hourly charges, Fixed fees · $5.7 billion AUMSEC registeredNo commissions reportedThe Retirement Guys Formula1700 Woodlands Drive · Maumee, OH 43537 · (419) 842-0550 · Financial planningCRD 168561 · % of assets, Hourly charges, Fixed fees · $276.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Maumee? 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.