Whitaker-myers Wealth Managers, Ltd.

Whitaker-myers Wealth Managers, Ltd. (CRD# 286093) is a financial advisory firm headquartered in Mansfield, OH. They manage $513,028,918 in 7,714 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
1485 Lexington Ave., Mansfield, OH 44907
https://www.whitaker-myers.com
By the Numbers
  • Total Assets Under Management
    513
    MILLION
  • Total Number of Accounts
    7,714
    ACCOUNTS
  • Average Account Value
    $66,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Whitaker-myers Wealth Managers, Ltd.
Showing 11 - 11 of 11 top financial advisors.
11
Andrew Young, financial advisor Mansfield OH
Andrew T. Young
CRD#: 7214112
1485 Lexington Ave., Mansfield, OH 44907

Andrew Young (CRD# 7214112) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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