Whitaker-Myers Wealth Managers, Ltd.

RIASEC Registered

Total AUM

$851M

Discretionary

$794M

93% of AUM

Avg account

$102K

Accounts

8,347

Employees

Advisory reps

Firm details

Headquarters: Mansfield, Ohio
CRD number: 286093
Registered since: April 9, 2020
Website: whitaker-myers.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals58.79%
HNWI34%
Pension & Profit Sharing Plans6.3%
Corporations / Businesses0.7%
Charitable Organizations0.21%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Whitaker-Myers Wealth Managers, Ltd. is structured as a limited liability company and operates as an independent registered investment adviser. The firm reports being SEC-registered in 2020. Its stated client mix includes individuals and families alongside institutional clients, and it identifies as a capital allocator that can place client capital with third-party managers. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed, and other fee types. The firm does not report being an active ESG investor, and it shows industry connections with accounting and insurance firms.