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Advisers in Sandusky, OH

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

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Great Lakes Benefits and Wealth Management1325 Hull Rd · Sandusky, OH 44870 · (419) 626-3900 · Financial planningCRD 140440 · % of assets, Hourly charges, Fixed fees · $71.0 million AUMState registeredNo commissions reportedStructured Investment Advisors, LLC215 West Washington Row · Sandusky, OH 44870 · (419) 621-1794 · Hourly feesCRD 137231 · % of assets, Hourly charges, Fixed fees · $106.6 million AUMState registeredNo commissions reportedW.a. Smith Financial Group4604 Timber Commons Drive · Sandusky, OH 44870 · (419) 626-8600 · Financial planningCRD 146608 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Sandusky? 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.