W.A. SMITH FINANCIAL GROUP
Sandusky, OH
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-626-8600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
GREAT LAKES BENEFITS AND WEALTH MANAGEMENT
Sandusky, OH
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
419.626.3900
JAMES RUTHSATZ PINNACLE ADVISORS LLC
Sandusky, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-627-1040
STRUCTURED INVESTMENT ADVISORS, LLC
Sandusky, OH
AUM
$106.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
419-621-1794
Full profileNo website
Full profileNo website