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Financial planning in Maumee, OH

5 advisers in Maumee offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

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 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 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