Advisers in Poland, OH

3 advisers in Poland — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Hda Wealth Management, LLC3298 Stones Throw Ave · Poland, OH 44514 · (330) 980-0741 · Financial planningCRD 317346 · % of assets, Hourly charges · $159.1 million AUMSEC registeredNo commissions reported Iron Gate Wealth Advisors, LLC8560 South Avenue, Suite 2 · Poland, OH 44514 · (330) 953-1396 · Financial planningCRD 156453 · % of assets, Hourly charges, Fixed fees · $160.0 million AUMState registeredNo commissions reported Total Financial Management, LLC207 South Main Street · Poland, OH 44514 · (330) 707-1919 · Financial planningCRD 287489 · % of assets, Hourly charges · $90.0 million AUMState registeredNo commissions reported

Talking to advisers in Poland? 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.