Top financial advisors in Fairlawn, OH
We’ve curated a list of the best financial advisors in Fairlawn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$75,500,962
Number of advisors
6 advisors
| $75,500,962 | 6 advisors | |
| 2 |
Assets under management
$25,100,000
Number of advisors
2 advisors
| $25,100,000 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fairlawn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fairlawn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Scofield & Company, LLC
SCOFIELD AND COMPANY, LLC is a registered investment adviser based in Fairlawn, Ohio, established in 1989 by President Alan W. Scofield. The firm specializes in offering investment advice and financial planning services tailored to individual client needs. They provide portfolio management, asset allocation, and investment selection aided by quantitative analysis. The firm's investment strategies range from conservative income to aggressive growth, with portfolios rebalanced quarterly based on market volatility. Clients are charged management fees ranging from 0.25% to 2% of total assets under management, billed quarterly in arrears. Additional fees may include custodial fees, mutual fund expenses, and brokerage costs. The firm does not accept performance-based fees and primarily serves individuals and high net worth individuals. SCOFIELD AND COMPANY has discretionary authority over client assets, with about $85.7 million managed on a discretionary basis as of March 27, 2024. The firm's investment philosophy involves a thorough understanding of clients' financial situations, needs, objectives, and risk tolerance to provide tailored investment advice. Clients are encouraged to review account statements and evaluations provided by the firm regularly. The firm's team includes President Alan W. Scofield, Chief Compliance Officer Casey P. Urdiales, and other experienced investment adviser representatives.
$75,500,962 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesActive Investment ManagementTcm Wealth Advisors
Torrens Capital Management, LLC, operating as TCM Wealth Advisors, is a fee-only investment advisory and wealth management firm founded in 2004 by Jonathan Torrens, a financial services industry veteran since 1987. TCM offers asset management, financial planning, and consulting services to various clients, including professionals, retirees, and those experiencing major life transitions. The firm's services are provided on a fee-only basis, ensuring objective advice without commissions from third parties. TCM primarily offers discretionary continuous investment management services, tailoring investment advice to meet clients' financial needs and objectives. The firm utilizes a global multi-asset, strategic, and tactical asset allocation approach to manage portfolio risk and return. TCM's investment philosophy emphasizes risk management, diversification, and long-term investment strategies. The firm primarily recommends mutual funds and exchange-traded funds (ETFs) to create investment portfolios for clients. TCM does not participate in performance-based fees or side-by-side management. Jonathan Torrens, the Managing Member and Chief Compliance Officer, holds a Bachelor's degree in Political Science and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He has a background in financial services, including roles at Merrill Lynch and IDS American Express. Jonathan Torrens has a clean disciplinary record and supervises all activities conducted through TCM Wealth Advisors.
$25,100,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersConsultation Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fairlawn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fairlawn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.