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Dylan De Witt

Advisor at Stratos Wealth Partners, Ltd — Fostoria, OH N. Countyline Street

Updated today

Credentials

Series 63, Series 65

Experience

4 years

Location

Fostoria, OH 44830

Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Total advisors

379

Across 132 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Stratos Wealth Partners since 2023 and is also associated with LPL Financial and the Financial Design Agency of Ohio. His background includes roles outside financial services, such as positions at Mohawk Golf and Country Club and Alexandria's. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Client services

Based on Stratos Wealth Partners, Ltd

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Partners, Ltd

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Stratos Wealth Partners, Ltd

Founder/Business Owner Executive Retired Self-Employed

Demographic focus

Based on Stratos Wealth Partners, Ltd

HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement

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Fee options

Fixed

Flat fees for financial plans and asset management services (max 2.0%)

Percentage

$0+: Up to 2.0% annually (maximum fee) $250,000+: varies per program for LPL PWP (minimum $250k) $10,000+: 2.5% maximum for LPL OMP $25,000+: varies for LPL MWP with max 2.83% $100,000+: 1.2% max for LPL SMS $5,000+: 1.35% max for LPL GWP $100,000+: varies for Schwab Managed Account Select and Access programs

Commissions

IARs who are registered representatives may earn commissions for brokerage sales through LPL; SWP itself does not earn commissions from advisory accounts

Project-based

Typical hourly fees up to $500 per hour; may be higher in some cases

Subscriptions

Subscription financial planning fees are negotiable, charged on monthly or quarterly basis, sometimes with onboarding fees

Other

Account minimum: $10,000 Fee-only: Financial planning fees negotiable; hourly rates up to $500/hr; subscription fees negotiable on monthly or quarterly basis; flat fees may be charged for financial plans or asset management services (max 2.0%)

Location

See office

Fostoria, OH N. Countyline Street

893 N. Countyline Street

Fostoria OH 44830

Advisors at this office

3

Most active in

Ohio · Texas

Work history

4 years of industry experience

Stratos Wealth Partners, Ltd.

2023 - Present • 3 years

Fostoria, OH

LPL Financial

2021 - Present • 5 years

Fostoria, OH

Financial Design Agency of Ohio

2021 - Present • 5 years

Fostoria, OH

Mohawk Golf and Country Club

2020 - 2021 • 1 year

Tiffin, OH

Alexandria's

2019 - 2021 • 2 years

Findlay, OH

University of Findlay

2018 - 2021 • 3 years

Findlay, OH

First Hospitality Group- Hancock Hotel

2018 - 2019 • 1 year

Findlay, OH

Sycamore Springs Golf Course

2017 - 2019 • 2 years

Arlington, OH

University of Findlay

2015 - 2021 • 6 years

Findlay, OH

Kalahari Resorts

2015 - 2017 • 2 years

Sandusky, OH

Disclosures

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

Business activities & affiliations

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James H

Series 65

Findlay, OH

Infresh, Inc.

James Harpst is a financial advisor at Infresh, Inc., holding a Series 65 designation with 15 years of industry experience. He has worked at InFresh Financial Network, LLC since 2011 and previously operated Harpst Insurance Services from 2010 to 2019. Infresh, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to individuals and employer-sponsored retirement plans. The firm employs a tactical asset-allocation strategy using mutual funds, ETFs, exchange-listed securities, and options, and offers pension consulting and implementation alongside discretionary portfolio management and an automated ETF-based investment program.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Brayden T

Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Tammy T

PFS™

Findlay, OH

Tonjes Financial Group

Tammy Tonjes is a financial advisor with Tonjes Financial Group in Findlay, OH. She holds the PFS™ designation and has one year of experience in advisory services, alongside over a decade in tax preparation and accounting as a CPA and managing member of H&K Financial. In addition to her advisory role, she manages operations and client relationships at H&K Financial. Tonjes Financial Group is a fee-only, fiduciary firm that provides comprehensive financial planning and investment management to individuals, families, and business owners. The firm uses diversified model portfolios and tax-sensitive strategies and is formally affiliated with an independent tax and accounting practice, coordinating services under separate engagement terms.

General retirement planning Retirement income strategy Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired Dual Income Family Approaching retirement Young Families
user avatar

Bradley T

Series 65

Findlay, OH

Tonjes Financial Group

Bradley Tonjes is a financial advisor at Tonjes Financial Group with one year of industry experience. He holds a Series 65 designation and has worked at H&K Financial, Owens Corning, and Purdue University. Outside of his advisory role, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only fiduciary firm serving individuals, families, and business owners with comprehensive financial planning and investment management. The firm combines modern portfolio theory, diversified model portfolios, and tax-sensitive strategies, and maintains a formal affiliation with an independent tax and accounting practice.

General retirement planning Retirement income strategy Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired Dual Income Family Approaching retirement Young Families
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Ryan G

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Scott H

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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