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Wayne David Wycoff

Advisor at Independent Advisor Alliance, LLC — Zanesville, OH

Updated today

Credentials

None found

Experience

11 years

Location

Zanesville, OH 43701

Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Total advisors

303

Across 167 offices

Clients per advisor

139 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Wayne Wycoff is a financial advisor with Independent Advisor Alliance, LLC, holding 11 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd for nine years. Wycoff also has ownership interests in several entities, including Modern Gentleman, LLC, although these are not active business ventures. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with numerous advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Client services

Based on Independent Advisor Alliance, LLC

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

Expertise

Based on Independent Advisor Alliance, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Occupation focus

Based on Independent Advisor Alliance, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees typically range from $0 to $15,000; Wealth coaching fixed fees range from $250 to $10,000 per quarter; Retirement Plan Consulting Services may include one-time flat rate fees for project specific work

Percentage

$0+: up to 2.00% annually (maximum) $0+: typical maximum of 1% annually for Retirement Plan Consulting Services fees based on percentage of plan assets

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Wealth.com Estate Planning fees charged monthly or quarterly, negotiable; Wealth coaching charged quarterly in advance, fixed fee

Location

See office

Zanesville, OH

3596 Maple Avenue, Suite A

Zanesville OH 43701

Advisors at this office

2

Most active in

Ohio

Work history

11 years of industry experience

Independent Advisor Alliance

2024 - Present • 2 years

Zanesville, OH

Stratos Wealth Partners, Ltd

2015 - 2024 • 9 years

Zanesville, OH

WYCO, LLC

2015 - Present • 11 years

Heath, OH

WDW LLC

2015 - Present • 11 years

Heath, OH

Modern Gentleman, LLC

2015 - Present • 11 years

Heath, OH

LPL Financial

2015 - Present • 11 years

Zanesville, 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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Richard M

ChFC®, Series 66

Zanesville, OH

Richard Miller Financial Services, LLC

Richard Miller is the sole advisor at Richard Miller Financial Services, LLC in Zanesville, OH, holding the ChFC® designation and Series 66 license with 25 years of industry experience. He has operated his firm since 2011. Outside of his financial advisory work, he is co-owner of a small beef cattle farming business established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, high net worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm manages approximately $8.38 million in discretionary assets, typically using mutual funds, ETFs, and individual securities, with a customized investment approach focused on fundamental analysis and both long-term and tactical strategies.

Concentrated stock management Options & derivatives strategies Active portfolio management
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Thomas L

CFA®, Series 63

Zanesville, OH

Alliant Capital Management LLC

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Active portfolio management Options & derivatives strategies
user avatar

Karl S

Series 65

Zanesville, OH

Saunix Investment Management, LLC

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Wealth management Real estate investing Doctor or Medical Professional Military & Veterans Mid-Career Professionals
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Renee' S

CFA®

Zanesville, OH

Hendley & Co. Inc.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

Active portfolio management
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Michael S

Zanesville, OH

Hendley & Co. Inc.

Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.

Active portfolio management
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Ross W

Series 66

Zanesville, OH

Kestra Private Wealth Services, LLC

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Bank of America and Merrill. Outside of advisory work, he serves on the steering committee of Muskingum County Emerging Leaders, contributing to organizational direction and event planning. Kestra Private Wealth Services, LLC supports a diverse client base that includes individuals, retirement plans, and institutional entities by offering advisor-managed portfolios, financial planning, wrap-fee programs, and various investment solutions. The firm provides both discretionary and non-discretionary advisory approaches and maintains notable institutional relationships and affiliated trustee services.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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