Whitcomb & Hess, Inc.

Whitcomb & Hess, Inc. (CRD# 121064) is a financial advisory firm headquartered in Ashland, OH. They manage $111,260,623 in 1,551 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    1,551
    ACCOUNTS
  • Average Account Value
    $71,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, FL, NC, OH, PA

Financial Advisors at Whitcomb & Hess, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Ryan T. Gilmer
CRD#: 5168946
1020 Cleveland Avenue, Ashland, OH 44805
96
Wealthminder
score

Ryan Gilmer (CRD# 5168946) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 10 years of experience in the finance industry.

2
Christopher W. Bevington
CRD#: 4626339
1020 Cleveland Avenue, Ashland, OH 44805
93
Wealthminder
score

Christopher Bevington (CRD# 4626339) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 13 years of experience in the finance industry.

3
William S. Harvey
CRD#: 4550728
1020 Cleveland Avenue, Ashland, OH 44805
93
Wealthminder
score

William Harvey (CRD# 4550728) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 14 years of experience in the finance industry.

4
Aaron L. Bates
CRD#: 4657614
1020 Cleveland Avenue, Ashland, OH 44805
90
Wealthminder
score

Aaron Bates (CRD# 4657614) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has 1 year of experience in the finance industry. Aaron Bates 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.

5
Tracy L. Wells
CRD#: 5514013
1020 Cleveland Avenue, Ashland, OH 44805
90
Wealthminder
score

Tracy Wells (CRD# 5514013) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 4 years of experience in the finance industry.

6
James H. Hess
CRD#: 4550720
1020 Cleveland Avenue, Ashland, OH 44805
89
Wealthminder
score

James Hess (CRD# 4550720) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 3 years of experience in the finance industry.

7
Jordan C. Lance
CRD#: 6439134
1020 Cleveland Avenue, Ashland, OH 44805
88
Wealthminder
score

Jordan Lance (CRD# 6439134) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has 1 year of experience in the finance industry.

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