George Financial Services

Financial planning in Canton, OH

State registeredNo commissions reported

Call (330) 452-8476 Send a message Map ↗

Public-record details

Address: 920 Walnut Ave. Ne, Canton, OH 44704
Phone: (330) 452-8476
Listed under: Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: George Financial Services LLC
CRD number: 319091
Registration: State registered: OH
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management: $20.0 million
Accounts managed: 175
Clients reported (Form ADV 5.D): 175
Individual / high-net-worth clients: 175 / 0
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-20

State registered (OH) investment adviser, CRD 319091, 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 319091 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

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.

Other advisers in Canton

Aan Wealth Advisors LLC4450 Belden Village Ave Nw, Suite 704 · Canton, OH 44718 · (888) 720-0360 · Financial planningCRD 300652 · % of assets, Hourly charges, Fixed fees · $130.0 million AUMState registeredNo commissions reported Affinity Wealth LLC4481 Munson St Nw, Suite 302 · Canton, OH 44718 · (330) 526-8412 · Financial planningCRD 285169 · % of assets, Fixed fees · $217.5 million AUMSEC registeredNo commissions reported Beese Fulmer Private Wealth Management4334 Munson Street Nw, Suite 102 · Canton, OH 44718 · (330) 454-6555 · Financial planningCRD 109882 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported Belden Financial, LLC400 Market Ave North, Suite # 402 · Canton, OH 44702 · (330) 915-4005 · % of assets managedCRD 287562 · % of assets · $22.0 million AUMState registeredNo commissions reported Buckeye Financial Solutions, INC.3730 Whipple Ave, Nw, Suite 300 · Canton, OH 44718 · (330) 244-8600 · Financial planningCRD 130404 · % of assets, Hourly charges, Fixed fees · $95.7 million AUMState registeredNo commissions reported Clarion River Adventures, LLC3711 Whipple Ave Nw · Canton, OH 44718 · (330) 418-4170 · Financial planningCRD 333466 · % of assets, Fixed fees · $13.0 million AUMState registeredNo commissions reported Fo Investments, LLC4571 Stephen Circle, N.w. Suite 200 · Canton, OH 44718 · (330) 497-8270 · Flat / fixed feesCRD 122479 · % of assets, Fixed fees · $27.8 million AUMState registeredNo commissions reported Harvest Advisors, LLC4942 Higbee Ave Nw, Suite a · Canton, OH 44718 · (330) 493-1814 · Financial planningCRD 120614 · % of assets, Hourly charges, Fixed fees · $33.1 million AUMState registeredNo commissions reported

All 14 in Canton →