WHITAKER-MYERS WEALTH MANAGERS, LTD.

1485 Lexington Ave.
Mansfield, Ohio 44907
Tel: (330) 345-5000

About WHITAKER-MYERS WEALTH MANAGERS, LTD.

WHITAKER-MYERS WEALTH MANAGERS, LTD, formally registered with the SEC as WHITAKER-MYERS WEALTH MANAGERS, LTD. The firm was established in 04/09/2020. They have over 25 offices throughout the country.

WHITAKER-MYERS WEALTH MANAGERS, LTD. is a Mansfield, Ohio based Financial Planning firm with nearly $513,028,918 assets under management, offering retirement planning & investment advisory services to 7714 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286093
SEC#	801-118404
Assets Managed by Firm	$513,028,918
No. of Clients	7714
No. of Advisors	33

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ESTATE PLANNING, BILL PAY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	7714	$513,028,918
Individuals (other than high net worth individuals)	2737	$338,734,361
High net worth individuals	97	$132,113,060
Pension and profit sharing plans	85	$35,632,338
Charitable organizations	5	$2,173,126
Corporations or other businesses	7	$4,376,033

More Retirement Planning firms in Mansfield, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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