Fee-OnlyFinder

Advisers in Uniontown, OH

4 advisers in Uniontown — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Andrews Wealth Management, LLC1549 Boettler Road, Suite C · Uniontown, OH 44685 · (330) 644-9000 · Financial planningCRD 154911 · % of assets, Fixed fees · $16.6 million AUMState registeredNo commissions reportedIntegrated Wealth Management, INC.1790 Town Park Blvd., Suite K · Uniontown, OH 44685 · (330) 896-1644 · Financial planningCRD 141092 · % of assets, Fixed fees, Other · $254.1 million AUMSEC registeredNo commissions reportedSobitz Financial Group, LLC3500 Massillon Road, Suite 490 · Uniontown, OH 44685 · (330) 896-9575 · % of assets managedCRD 337210 · % of assets · $88.7 million AUMState registeredNo commissions reportedSummit Investments and Financial Planning2853 Crows Nest Cir · Uniontown, OH 44685 · (330) 256-4283 · Financial planningCRD 323974 · % of assets, Other · $10.3 million AUMState registeredNo commissions reported
Talking to advisers in Uniontown? 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.