Mansfield, OH Financial Advisors and Resources



Financial Advisor Firms in Mansfield, OH


PINNACLE WEALTH PLANNING SERVICES, INC.

Website

(419) 526-5226

6 West 3rd St.
Ste 100
Mansfield, OH 44902

SEC#: 801-51715
Years in Business: 25 years

ESB WEALTH MANAGEMENT, LLC

Website

(419) 525-3961

111 Park Avenue East

Mansfield, OH 44902

SEC#: 801-107178
Years in Business: 5 years

FERMATA ADVISORS, LLC

Website

(707) 509-0388

1898 Lexington Ave

Mansfield, OH 44907

SEC#: 801-117411
Years in Business: 2 years

INFINEX INVESTMENTS, INC.

Website

(419) 524-0831

2 South Main Street

Mansfield, OH 44902

SEC#: 801-67242
Years in Business: 14 years

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Website

(419) 524-4562

1180 Lexington Ave
Suite 200
Mansfield, OH 44907

SEC#: 801-118404
Years in Business: 1 years

SWISHER FINANCIAL CONCEPTS, INC.

Website

(614) 890-1930

1230 Lexington Avenue

Mansfield, OH 44907

SEC#: 801-115211
Years in Business: 2 years

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Website

(419) 524-4562

1180 Lexington Ave
Suite 200
Mansfield, OH 44907

SEC#: 801-118404
Years in Business: 1 years

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Website

(419) 524-4562

1180 Lexington Ave
Suite 200
Mansfield, OH 44907

SEC#: 801-118404
Years in Business: 1 years

FERMATA ADVISORS, LLC

Website

(707) 509-0388

1898 Lexington Ave

Mansfield, OH 44907

SEC#: 801-117411
Years in Business: 2 years


How Retirement-Friendly is Mansfield, OH?

  • Population: 46,576
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $87,000
  • Average Monthly Housing Cost: $632
  • Average Household Income: $50,485
  • 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.)


Mansfield, OH Financial Advisor FAQs

Not all advisors have the same backgrounds or profiles so it is important that one looks at the credentials of each available option before picking one. The SEC and FINRA websites offer guidance on what these agencies consider necessary qualifications but ultimately it will be up to you assess which individuals best match your needs.
Financial advisors are perfect for people who don't know how to manage their money, which is often the case these days.
Financial advisors can be paid using a percentage or fee-based basis. Percentage-based fees are usually based on the managed wealth in the account; for instance, financial advisors might charge 1% of assets under management (AUM) when they manage to grow their clients' assets by 10%.
For starters, a good first step would be to identify your current net worth.