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Financial planning in Toledo, OH

6 advisers in Toledo offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

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 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 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