Fee-OnlyFinder

Advisers in Medina, OH

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

Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (3)

All advisers

First Mason Financial, LLC33 Public Square · Medina, OH 44256 · (330) 722-5777 · Financial planningCRD 145025 · % of assets, Fixed fees · $185.7 million AUMSEC registeredNo commissions reportedGjw Investment Adviser LLC3265 Hardwood Hollow Road · Medina, OH 44256 · (330) 723-7241 · Financial planningCRD 135511 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reportedOda and Company, INC.416 West Liberty Street · Medina, OH 44256 · (330) 725-8911 · Financial planningCRD 119952 · % of assets, Hourly charges, Fixed fees · $125.6 million AUMSEC registeredNo commissions reportedRiver Wealth Management LLC5054 Paramount Blvd. · Medina, OH 44256 · (216) 600-8175 · Financial planningCRD 309167 · % of assets, Fixed fees · $86.4 million AUMState registeredNo commissions reportedS.c. Thomas & Associates, CPA, LLC3599 Reserve Commons Dr · Medina, OH 44256 · (330) 725-3162 · Financial planningCRD 121666 · % of assets, Hourly charges · $104.6 million AUMSEC registeredNo commissions reportedVictory Financial Services LLC3637 Medina Rd, Suite 345c · Medina, OH 44256 · (330) 331-4447 · Financial planningCRD 291184 · % of assets, Hourly charges, Fixed fees · $13.7 million AUMState registeredNo commissions reported
Talking to advisers in Medina? 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.