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Advisers in Mentor, OH

4 advisers in Mentor — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Family Life Financial Planning8350 Tyler Blvd · Mentor, OH 44060 · (440) 490-7526 · Financial planningCRD 284922 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMState registeredNo commissions reportedLakeridge Wealth Management LLC7470 Center St · Mentor, OH 44060 · (440) 510-1901 · Financial planningCRD 314071 · % of assets, Hourly charges, Fixed fees · $805.4 million AUMSEC registeredNo commissions reportedMcLean Financial Planning and Investment Management9356 Ivan Court · Mentor, OH 44060 · (440) 339-3550 · Financial planningCRD 170717 · % of assets · $16.4 million AUMState registeredNo commissions reportedTimewealth Advisors INC.8500 Station St, Suite 235 · Mentor, OH 44060 · (440) 299-8805 · Financial planningCRD 334595 · % of assets · $41.7 million AUMState registeredNo commissions reported
Talking to advisers in Mentor? 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.