Beese Fulmer Private Wealth Management

Financial planning in Canton, OH

SEC registeredNo commissions reported

Call (330) 454-6555 Send a message Map ↗

Public-record details

Address: 4334 Munson Street Nw, Suite 102, Canton, OH 44718
Phone: (330) 454-6555
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Beese, Fulmer Investment Management, INC.
CRD number: 109882
Registration: SEC registered since 1980-09-17
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $2.1 billion
Accounts managed: 2,044
Clients reported (Form ADV 5.D): 843
Individual / high-net-worth clients: 468 / 342
Employees: 14
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-07-06

SEC registered investment adviser, CRD 109882, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 109882 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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