Advisers in Wheeling, WV

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

Flat / fixed fees (3)Retirement plan consulting (3)

All advisers

Anthony Investment Management, LLC2-22nd Street, Suite 306 · Wheeling, WV 26003 · (304) 905-1394 · Financial planningCRD 161784 · % of assets, Fixed fees · $73.5 million AUMState registeredNo commissions reported Fort Henry Capital, LLC48 Fourteenth Street · Wheeling, WV 26003 · (304) 232-0422 · Financial planningCRD 168695 · % of assets, Hourly charges, Fixed fees · $278.5 million AUMSEC registeredNo commissions reported McKinley Carter Wealth Services, INC.2100 Market Street · Wheeling, WV 26003 · (304) 230-2400 · Financial planningCRD 135184 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported Security Capital Management1300 Chapline Street · Wheeling, WV 26003 · (304) 233-3312 · Financial planningCRD 396 · % of assets · $1.4 billion AUMSEC registeredNo commissions reported

Talking to advisers in Wheeling? 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.