WHITAKER-MYERS WEALTH MANAGERS, LTD.

MANSFIELD, Ohio·3 registered advisors·CRD# 286093

SEC# 801-11840424(330) 345-5000

01

Firm Overview

AUM

$513M

Regulatory assets under management

Employees

33

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SELECTION OF OTHER ADVISERS FEES

03

Specialties

Financial Planning Investment Management

04

Advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD.

3 registered advisors

Amanda A Sharratt

MANSFIELD, Ohio

John-Mark Collier Young

MANSFIELD, Ohio

Matthew Gerald Harris

MANSFIELD, Ohio

05

Office Locations

MANSFIELD, Ohio

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Data sourced from SEC Form ADV filings. WHITAKER-MYERS WEALTH MANAGERS, LTD. (CRD# 286093) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.