Earl Oberlin III
Advisor at Oberlin Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Oberlin Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bryan, OH 43506
Credentials
CFP®, PFS™, Series 63, Series 65
Industry experience
48 years
Earl Oberlin is a CFP® and PFS™ credentialed financial advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC and has held roles at Oberlin Financial International, LLC, LPL Financial LLC, and several family-owned business ventures. Outside of advisory work, he serves as chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides investment advisory, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and insurance companies. The firm combines long-term, fundamental analysis with flexible portfolio management and offers family office and institutional consulting, serving a diverse client base including insurance companies.
Based on Oberlin Wealth Partners, LLC
Based on Oberlin Wealth Partners, LLC
Fixed fee engagements based on estimated hours and negotiated hourly rate for financial planning and consulting services
$0+: 0.75% to 1.50% annually (Investment Management Services/Family Office Services, varies by client complexity and assets) $0+: Up to 3.00% annually (Managed Accounts Program total fee including third-party managers) $0+: Up to 1.00% annually (Retirement Plan Advisory Services)
Commission-based compensation earned by Mr. Oberlin in his capacity as registered representative of affiliated broker-dealer Oberlin Financial International, LLC; includes commissions on securities and insurance products
Hourly fees up to $500 per hour for financial planning, consulting, and business/institutional consulting services
Fee-only: Hourly fees up to $500/hour; fixed fees based on estimated hours for Financial Planning, Consulting, and Business/Institutional Consulting services
208 North Lynn Street
Bryan, OH 43506
California · Delaware · Florida · Nebraska · New York · Ohio · Texas
Oberlin Financial International, LLC
2016 - Present (10 years)
Oberlin Wealth Partners, LLC
2012 - Present (14 years)
LPL Financial
2010 - 2016 (6 years)
Oberlin Holding Corp.
2002 - Present (24 years)
Oberlin Properties, LLC
2000 - Present (26 years)
Oberlin Investments, LLC
1999 - Present (27 years)
Eco Building Company, LLC
1999 - Present (27 years)
Oberlin - Turnbull, Inc.
1972 - Present (54 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")