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Alec Derrig

Advisor at Sand Run Wealth Management — Akron, OH

Updated today

Credentials

CFP®, Series 65

Experience

< 1 year

Location

Akron, OH

Sand Run Wealth Management

Independent

Total advisors

1

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Alec Derrig is a CFP® and Series 65 license holder based in Akron, Ohio, with one year of experience at Sand Run Wealth Management. His prior work includes roles at Kauig Companies Limited and Apple Growth Partners, as well as four years at Kent State University. Outside of advising, he is involved with a family office through his other business activities. Sand Run Wealth Management is an Ohio-registered investment adviser serving individuals and families with investment management and financial planning services. The firm employs a long-term, goals-based investment approach tailored to client objectives and emphasizes tax-aware strategies through diversified portfolios.

Client services

Based on Sand Run Wealth Management

Financial planning Portfolio management

Expertise

Based on Sand Run Wealth Management

General retirement planning Tax-loss harvesting Wealth management Retirement withdrawal strategies

Occupation focus

Based on Sand Run Wealth Management

Executive Founder/Business Owner Retired

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Fee options

Fixed

Fixed financial planning project fees typically ranging from $1,000 to $5,000

Percentage

1.00% annually

Project-based

Estimated hourly rate of $250 for financial planning engagements

Other

Account minimum: $100,000

Location

Akron, OH

Akron OH

Advisors at this office

1

Most active in

Ohio

Work history

< 1 year of industry experience

Sand Run Wealth Management LLC

2026 - Present • 1 year

Akron, OH

Kauig Companies Limited

2020 - Present • 6 years

Hudson, OH

Apple Growth Partners

2019 - 2020 • 1 year

Akron, OH

Kent State University

2015 - 2019 • 4 years

Akron, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Peter L

Series 65

Akron, OH

Priority Investment Management LLC

Peter Laakso is a financial advisor at Priority Investment Management LLC in Akron, OH, holding a Series 65 credential with 11 years of industry experience. He previously worked for Meridian Capital Management Group, Inc. for 10 years and was self-employed for six years. Priority Investment Management LLC offers discretionary asset management and portfolio management services to individuals, corporations, and business entities. The firm employs multiple analytical methods and generally pursues long-term purchase strategies with periodic rebalancing and tax-loss harvesting during quarterly reviews.

Active portfolio management
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Larry K

Series 63, Series 66

Stow, OH

Gateway Wealth, Inc.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

General tax planning General estate planning guidance
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George D

Akron, OH

Peter Dag & Associates, Inc.

George Dagnino is the sole advisor at Peter Dag & Associates, Inc. in Akron, OH, with 26 years of industry experience. He has been with the firm since 1993. Peter Dag & Associates serves a small number of individual clients, primarily managing conservative and retirement accounts through discretionary portfolio management and investment advice. The firm also publishes a subscription-based investment report, The Peter Dag Portfolio, with an investment approach focused on economic trend analysis, sector-specific security selection, and a conservative bias to limit downside risk.

Active portfolio management
user avatar

Michael A

CFP®, Series 66

Uniontown, OH

Andrews Wealth Management, LLC

Michael Andrews is a CFP® and Series 66 accredited financial advisor with 25 years of industry experience. He has been the president of Andrews Advisors Inc., a tax, accounting, and wealth management firm, since 1999 and has led Andrews Wealth Management, LLC since 2010. Outside of his advisory work, Andrews serves as the head coach for a Little League travel baseball team in Wadsworth, Ohio. Andrews Wealth Management is a fee-only advisory firm serving individuals, families, and trusts, typically with net worth above $500,000. The firm combines fundamental and technical analysis to create customized investment policy statements and monitors portfolios regularly, tailoring strategies to clients’ goals and risk tolerance.

Options & derivatives strategies

Ryan B

CFP®

Green, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Gen X (Born 1965-1980)
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Patrick S

Series 63

Akron, OH

Sullivan Pinnacle Advisors, Ltd.

Patrick Sullivan is the principal of Sullivan Pinnacle Advisors, Ltd. in Akron, OH, with 23 years of experience in the financial industry. He has been the owner of Sullivan Company, a CPA firm, since 1984, where he devotes part of his time to investment advisory work. Sullivan holds a Series 63 designation. Sullivan Pinnacle Advisors operates through a co-advisory relationship with an SEC-registered investment adviser, offering wealth management, financial planning, trust wealth management, and retirement plan consulting services. The firm combines financial planning with investment advisory and fiduciary services, emphasizing retirement plan consulting and independent manager selection without taking custody of client assets.

Equity compensation tax strategy Tax-loss harvesting Business succession planning Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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