KMG FIDUCIARY PARTNERS, LLC
Toledo, OH
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(419) 517-8040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH, TOLEDO
12 advisers found
CROAK CAPITAL
Toledo, OH
AUM
$363.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
419-464-7000
STRUCTURED WEALTH MANAGEMENT, INC.
Toledo, OH
AUM
$226.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; PLAN FEE
419-517-1227
ALAN B. LANCZ & ASSOCIATES, INC.
Toledo, OH
AUM
$175.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
419-536-5200
GURNEE GROUP, LLC
Toledo, OH
AUM
$21.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
419-318-9082
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
Toledo, OH
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
419-531-2414
REINHART ASSET MANAGEMENT LLC
Toledo, OH
AUM
$2.9M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
419-242-5956
CANDELA FINANCIAL
Toledo, OH
AUM
$21K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-299-6842
RUIZ FINANCIAL GROUP, LLC
Toledo, OH
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
419-360-3945
SENIORS HOUSING FUND MANAGER LLC
Toledo, OH
AUM
$3.79B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
419-247-2800
Full profileNo website
INTEGRATED FINANCIAL RESOURCES, INC.
Toledo, OH
AUM
$11.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
419-842-1505
Full profileNo website
GANT INVESTMENT ADVISORS, INC.
Toledo, OH
AUM
$1.8M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
419-972-1922
Full profileNo website