Fee-OnlyFinder

Advisers in Wooster, OH

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

All advisers

Apollo Wealth Management5022 Canaan Center Rd · Wooster, OH 44691 · (330) 345-5207 · Financial planningCRD 334251 · % of assets, Hourly charges, Fixed fees · $22.0 million AUMState registeredNo commissions reportedFike Advisors, LLC671 Winkler Drive · Wooster, OH 44691 · (330) 264-1100 · Financial planningCRD 153568 · % of assets, Hourly charges, Fixed fees · $104.7 million AUMState registeredNo commissions reportedPrism Wealth Management127 E Liberty St, Suite 300 · Wooster, OH 44691 · (330) 804-0123 · Financial planningCRD 317881 · % of assets · $75.8 million AUMState registeredNo commissions reported
Talking to advisers in Wooster? 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.