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Dylan Michael Fitchet

Advisor at Integrated Planning & Wealth Management, LLC — Conneaut, OH

Updated today

Credentials

Series 66

Experience

2 years

Location

Conneaut, OH

Integrated Planning & Wealth Management, LLC logo

Integrated Planning & Wealth Management, LLC

Supported

Total advisors

4

Across 4 offices

Clients per advisor

34 Low

Avg AUM per client

$779,484 Typical

HNW client ratio

24% Typical

About

Dylan Fitchet is a financial advisor at Integrated Planning & Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Integrated Planning & Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a focus on optometric practice owners. The firm emphasizes diversified, risk-based portfolios and offers discretionary investment management, financial planning, and business consulting, including practice-level services such as valuations and transition assistance.

Client services

Based on Integrated Planning & Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Integrated Planning & Wealth Management, LLC

General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Occupation focus

Based on Integrated Planning & Wealth Management, LLC

Optometrist Founder/Business Owner

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Fee options

Fixed

Annual fixed fee for financial planning generally ranges between $1,800 and $60,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.55% Over $5,000,000+: 0.35%

Other

Minimum fee: Minimum fee of $500 to enter into a pension consulting arrangement, may be waived at discretion

Location

See office

Conneaut, OH

Conneaut OH

Advisors at this office

1

Most active in

Ohio · Texas

Work history

2 years of industry experience

Integrated Planning & Wealth Management, LLC

2026 - Present • 1 year

Conneaut, OH

Wells Fargo Advisors

2025 - 2026 • 1 year

Westlake, OH

Wells Fargo Clearing

2024 - 2025 • 1 year

Ashtabula, OH

Bowling Green State University

2019 - 2024 • 5 years

Bowling Green, OH

Unemployed

2014 - 2019 • 5 years

Ashtabula, 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

Daniel S

Ashtabula, OH

Money Concepts Capital Corp

Daniel Sposito is a financial advisor with Money Concepts Capital Corp in Ashtabula, Ohio, holding 27 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for 24 years before joining his current firm in 2020. Outside of advising, he serves as secretary of the Redbrook Boat Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients across its enterprise of 431 advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Debora S

Series 65

Ashtabula, OH

Prime Capital Financial

Debora Stranman is a financial advisor at Prime Capital Financial with 24 years of industry experience. She holds the Series 65 designation and has previously worked at NFP Retirement, Adviseme National Advisors, Independent Financial Group LLC, and Pension Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, as well as tax planning and financial administration through its affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James M

Series 63, Series 66

Ashtabula, OH

Wells Fargo Advisors

James Mayer is a financial advisor with Wells Fargo Advisors in Ashtabula, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of advisory services, he has majority ownership in several rental property ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning services. The firm offers tailored investment recommendations supported by proprietary research and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Jacob F

Series 66

Ashtabula, OH

Edward Jones

Jacob Flautt is a financial advisor with Edward Jones in Ashtabula, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in retail and waterproofing industries for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Phillip A

Series 63, Series 66

Ashtabula, OH

Wells Fargo Advisors

Phillip Anderson is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Wells Fargo organization since 2012, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning solutions supported by proprietary research and tools, covering areas such as retirement, education, risk, and wealth-transfer planning, with services available through both brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Ryan W

Series 63, Series 65

Ashtabula, OH

Ameriprise

Ryan Wagner is a financial advisor with Ameriprise in Ashtabula, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked for The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides ongoing retirement planning advice and written recommendations focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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