Top financial advisors in Findlay, OH
We’ve curated a list of the best financial advisors in Findlay, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$268,048,560
Number of advisors
10 advisors
| $268,048,560 | 10 advisors | |
| 2 |
Assets under management
$121,302,751
Number of advisors
6 advisors
| $121,302,751 | 6 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 Findlay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Findlay. 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.
Hixon Zuercher Capital Management
Hixon Zuercher Capital Management, established in 2002, offers tailored Investment Supervisory Services to clients, focusing on fee-only investment management. The firm does not sell commissioned products and is not affiliated with entities selling financial products. Investment advice includes financial planning aspects such as cash flow, college planning, retirement planning, and estate planning. Clients have control over their assets, with Hixon Zuercher placing trades under a limited power of attorney. The firm offers various agreements, including Financial Planning, Investment Advisory, Retainer, and Hourly Planning Engagements. Fees are based on a percentage of assets under management, with a minimum account size of $250,000. Investment strategies primarily involve mutual funds, individual stocks, bonds, or ETF securities. Risk of loss factors include interest-rate, market, inflation, currency, and liquidity risks. Hixon Zuercher does not charge performance-based fees and provides periodic account reviews and reports to clients. The firm does not vote proxies on securities and maintains financial stability to meet client commitments. Clients are encouraged to compare custodian account statements with performance reports provided by the firm.
$268,048,560 under management
10 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)Pension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsMutual Fund Research ServicesResolute Wealth Advisor, Inc.
Resolute Wealth Advisor, Inc. is a registered investment adviser located in Findlay, Ohio, founded in November 2017 by Scott
$121,302,751 under management
6 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 BusinessesPension Consulting ServicesSelection Of Other Advisers
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 Findlay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Findlay. 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.