Fee-OnlyFinder

Advisers in Toledo, OH

9 advisers in Toledo — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (5)

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Alan B. Lancz & Associates, INC.3435 N Holland Sylvania Rd · Toledo, OH 43615 · (419) 536-5200 · Financial planningCRD 105363 · % of assets, Hourly charges, Fixed fees · $175.4 million AUMSEC registeredNo commissions reportedCandela Financial6800 W Central Ave, Suite L2 · Toledo, OH 43617 · (419) 299-6842 · Financial planningCRD 335785 · % of assets, Hourly charges, Fixed fees · $20,900 AUMState registeredNo commissions reportedCroak Capital432 N Superior St. · Toledo, OH 43604 · (419) 464-7000 · Financial planningCRD 297666 · % of assets, Hourly charges, Fixed fees · $363.9 million AUMSEC registeredNo commissions reportedGant Investment Advisors, INC.5577 Airport Hwy., Suite 200 · Toledo, OH 43615 · (419) 972-1922 · % of assets managedCRD 120467 · % of assets · $1.8 million AUMState registeredNo commissions reportedGurnee Group, LLC1 South Erie Street, Unit 213 · Toledo, OH 43604 · (419) 318-9082 · % of assets managedCRD 330771 · % of assets, Performance-based fees · $21.7 million AUMState registeredNo commissions reportedKmg Fiduciary Partners, LLC7530 Kings Pointe Road · Toledo, OH 43617 · (419) 517-8040 · Financial planningCRD 298331 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedReinhart Asset Management LLC327 16th Street · Toledo, OH 43604 · (419) 242-5956 · Hourly feesCRD 133632 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedStructured Wealth Management, INC.2778 Centennial Road, Ste a · Toledo, OH 43617 · (419) 517-1227 · Financial planningCRD 146611 · % of assets, Other · $226.9 million AUMSEC registeredNo commissions reportedThe Bottom Line Wealth Management LTD.2600 N. Reynolds Road, Suite 103b · Toledo, OH 43615 · (419) 531-2414 · Financial planningCRD 313232 · % of assets · $6.3 million AUMState registeredNo commissions reported
Talking to advisers in Toledo? 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.