Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Mansfield is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Mansfield & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Mansfield, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Mansfield, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mansfield, Ohio have an average of 10 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
PINNACLE WEALTH PLANNING SERVICES, INC. 6 West 3rd St., Ste 100 Mansfield, OH, 44902 | 106817 | $1,609,402,664 | 2743 | A Percentage of AUM, Hourly charges, Fixed Fees |
EXPAND FINANCIAL, LLC 630 Lexington Avenue, Mansfield, OH, 44907 | 152515 | $931,897,408 | 1241 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF TOTAL PLAN ASSETS) |
WHITAKER-MYERS WEALTH MANAGERS, LTD. 1485 Lexington Ave., Mansfield, OH, 44907 | 286093 | $313,280,725 | 5690 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISERS FEES) |
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