Lucas County, OH Financial Advisors and Resources



Financial Advisor Firms in Lucas County, OH


CAMELOT PORTFOLIOS, LLC

Website

(419) 794-0538

1700 Woodlands Dr
Suite 100
Maumee, OH 43537

SEC#: 801-70932
Years in Business: 11 years

CAMELOT EVENT-DRIVEN ADVISORS, LLC

Website

(419) 794-0538

1700 Woodlands Drive

Maumee, OH 43537

SEC#: 801-112328
Years in Business: 3 years

TFO-TDC, LLC

Website

(419) 891-9999

1440 Arrowhead Drive

Maumee, OH 43537

SEC#: 801-62074
Years in Business: 18 years

ATLANTIS WEALTH ADVISORS LLC

Website

(419) 794-0538

1700 Woodlands Dr.
Suite 100
Maumee, OH 43537

SEC#: 801-79013
Years in Business: 7 years

MUNN WEALTH MANAGEMENT, LLC

Website

(419) 794-0536

1700 Woodlands Drive
Suite 100
Maumee, OH 43537

SEC#: 801-88182
Years in Business: 6 years

THE RETIREMENT GUYS FORMULA

Website

(419) 842-0550

1700 Woodlands Drive

Maumee, OH 43537

SEC#: 801-119086
Years in Business: 1 years

CAMELOT FUNDS, LLC

Website

(419) 794-0538

1700 Woodlands Dr.
Suite 100
Maumee, OH 43537

SEC#: 801-79300
Years in Business: 7 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(419) 475-8665

655 Beaver Creek Circle

Maumee, OH 43537

SEC#: 801-54859
Years in Business: 24 years

TFO-TDC, LLC

Website

(419) 891-9999

145 Chesterfield Lane

Maumee, OH 43537

SEC#: 801-62074
Years in Business: 18 years


How Retirement-Friendly is Lucas County, OH?

  • Population: 431,102
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $126,400
  • Average Monthly Housing Cost: $817
  • Average Household Income: $68,678
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Lucas County, OH Financial Advisor FAQs

Different people face different financial issues, and financial advisors can help to find the type of advisor that is going to be best for you.
Financial advisors help customers to manage their money and plan for the future by advising on investment portfolios, stocks and bonds, 401Ks, IRAs and other retirement savings accounts. Financial advisors also often provide guidance on taxes, mortgages and insurance.
You should ask your prospective advisor if they're fee only. If they are, they need to keep their financial services strictly to buying and selling investments, and not use other means such as commissions for the products that they recommend. If not, make sure they give you a clear description of their fee structure.
Financial advisors cost between $25-500/hr, with an average of $125-$200.