Advisers in Oakwood, OH

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

All advisers

Artifex Financial Group, LLC2305 Far Hills Avenue, Suite 206 · Oakwood, OH 45419 · (855) 752-6644 · Financial planningCRD 140643 · % of assets, Hourly charges, Fixed fees · $328.7 million AUMSEC registeredNo commissions reported M.k. Brown Wealth Advisory2331 Far Hills Ave., Suite 100 · Oakwood, OH 45419 · (937) 298-8904 · % of assets managedCRD 121269 · % of assets, Other · $165.5 million AUMSEC registeredNo commissions reported

Talking to advisers in Oakwood? 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.