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 Maumee is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Maumee & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Maumee, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 6 non-vetted financial advisors in Maumee, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Maumee, Ohio have an average of 19 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 |
---|---|---|---|---|
TFO WEALTH PARTNERS 1440 Arrowhead Drive, Maumee, OH, 43537 | 124407 | $3,223,537,849 | 4578 | A Percentage of AUM, Hourly charges, Fixed Fees |
CAMELOT PORTFOLIOS, LLC 1700 Woodlands Dr, Suite 100 Maumee, OH, 43537 | 145918 | $285,980,210 | 3206 | A Percentage of AUM, Hourly charges, Performance Based |
THE RETIREMENT GUYS FORMULA 1700 Woodlands Drive, Maumee, OH, 43537 | 168561 | $200,948,938 | 1740 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS) |
MUNN WEALTH MANAGEMENT, LLC 1700 Woodlands Drive, Suite 100 Maumee, OH, 43537 | 174414 | $164,136,221 | 1875 | A Percentage of AUM, Hourly charges, Fixed Fees |
ATLANTIS WEALTH ADVISORS LLC 1700 Woodlands Dr., Suite 100 Maumee, OH, 43537 | 169956 | $113,052,575 | 831 | A Percentage of AUM, Hourly charges, Fixed Fees |
CAMELOT EVENT-DRIVEN ADVISORS, LLC 1700 Woodlands Drive, Maumee, OH, 43537 | 291798 | $59,084,308 | 4 | A Percentage of AUM |
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