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 Toledo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Toledo & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Toledo, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Toledo, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Toledo, Ohio have an average of 18 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 |
---|---|---|---|---|
KMG FIDUCIARY PARTNERS, LLC 7530 Kings Pointe Road, Toledo, OH, 43617 | 298331 | $1,007,846,931 | 3237 | A Percentage of AUM |
ALAN B. LANCZ & ASSOCIATES, INC. 3435 N Holland Sylvania Rd, Toledo, OH, 43615 | 105363 | $150,204,948 | 106 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM) |
CROAK ASSET MANAGEMENT 432 N Superior St., Toledo, OH, 43604 | 297666 | $142,910,681 | 1665 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSETS UNDER ADVISEMENT) |
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