Mcgervey Wealth Management, LLC

Mcgervey Wealth Management, LLC (CRD# 151969) is a financial advisory firm headquartered in Canton, OH. They manage $58,583,273 in 401 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $146,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, OH, PA

Financial Advisors at Mcgervey Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Edward M. Mc Gervey
CRD#: 4453098
4001 Whipple Avenue Nw, Suite 202, Canton, OH 44718
96
Wealthminder
score

Edward Mc Gervey (CRD# 4453098) is an Investment Advisor Representative working at Mcgervey Wealth Management, LLC in Canton, OH and has over 15 years of experience in the finance industry. Edward Mc Gervey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Teri L. Rauschenbach
CRD#: 4468221
4001 Whipple Avenue Nw, Suite 202, Canton, OH 44718
96
Wealthminder
score

Teri Rauschenbach (CRD# 4468221) is an Investment Advisor Representative working at Mcgervey Wealth Management, LLC in Canton, OH and has over 13 years of experience in the finance industry. Teri Rauschenbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patricia A. Finch
CRD#: 3173381
4001 Whipple Avenue Nw, Suite 202, Canton, OH 44718
93
Wealthminder
score

Patricia Finch (CRD# 3173381) is an Investment Advisor Representative working at Mcgervey Wealth Management, LLC in Canton, OH and has over 8 years of experience in the finance industry.

4
Michael E. McGervey
CRD#: 6062443
4001 Whipple Avenue Nw, Suite 202, Canton, OH 44718
87
Wealthminder
score

Michael McGervey (CRD# 6062443) is an Investment Advisor Representative working at Mcgervey Wealth Management, LLC in Canton, OH and has 1 year of experience in the finance industry.

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