Fee-OnlyFinder

Advisers in Newark, OH

2 advisers in Newark — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

The Retirement Specialist of Central Ohio974 N 21st Street, Suite C1 · Newark, OH 43055 · (740) 345-0055 · Financial planningCRD 173810 · % of assets, Hourly charges, Fixed fees · $18.8 million AUMState registeredNo commissions reportedVan Winkle Wealth Management Group LLC263 Deo Drive · Newark, OH 43055 · (740) 366-1110 · Financial planningCRD 134813 · % of assets, Hourly charges, Fixed fees · $120.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Newark? 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.