Whitaker-Myers Wealth Managers, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fee is $250 per hour with time tracked. 7 Financial Peace University -Group Class for Businesses A Financial Coach will host a nine-week course of Financial Peace University, meetings will be hosted through a virtual meeting platform with a scheduled meeting time invite, each paid attendee will receive the…”

Flat or project fee

$250⁠-⁠$5,000

“The one-time fee for service ranges from $250-$5,000 depending on the complexity of the plan.”

Monthly fee

$150⁠-⁠$200/mo

“Monthly Coaching For in-person or digital coaching sessions, the monthly rate is $150/month for personal finances and $200/month for personal and small business finances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Whitaker-Myers Wealth Managers, LTD. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit I of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of WMWML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for a full refund of WMWML’s fees, within five business days of signing the Financial Planning Agreement.”

How Whitaker-Myers Wealth Managers, LTD.’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the Ohio median of $3,250. 38% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 2 other planners in Mansfield that publish a flat or project fee charge less.

About Whitaker-Myers Wealth Managers, LTD.

• Firm size: 30 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

No minimum stated in brochure

Clients

3,422

Employees

30

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$850,611,601

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286093

Website

whitaker-myers.com (opens in new tab)

Phone

(330) 345-5000

Can advise clients in 32 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia

Other planners in Mansfield that publish fees

• Bespoke Family AdvisorsMansfield$3,000⁠-⁠$5,000, $1,000⁠-⁠$10,000/yr
• Pinnacle AdvisorsMansfield$3,000⁠-⁠$20,000, $1,850/qtr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr

Compare all 6 planners in Mansfield