Top financial advisors in Fremont, OH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Fremont, OH, and face complex financial decisions, you might need an advisor who understands how local municipal income taxes can affect your planning. Without this knowledge, it's easy to overlook tax impacts that vary by city, which can reduce your overall returns.
- Local tax expertise. Confirm how the advisor accounts for Fremont's specific municipal taxes in your financial plan.
- Experience with diverse firms. These advisors come from a range of firms, so ask how their background influences their approach to your situation.
- Fee structure clarity. Understand whether they charge flat fees or other models, and how that aligns with your financial goals.
- Client generation focus. Some advisors cater to different generations; check if their experience matches your life stage and financial needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mitchell H
Series 63, Series 66
Fremont, OH
Mass Mutual Investors Services
Mitchell Holland's decade of experience and Series 63 and 66 licenses equip him to navigate Fremont's local tax nuances, especially for clients facing divorce or estate planning challenges. Affiliated with Mass Mutual Investors Services, a large firm offering structured financial planning and asset management, he serves diverse clients including business owners and married couples, providing a collaborative approach that distinguishes him from other advisors in the area.
Experience: 10 years
Avg account: $249,379
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Richard F
Fremont, OH
Planmember Securities Corporation
Richard Frank's extensive 41 years of experience and local presence in Fremont, OH, equip him to navigate the complexities of municipal income taxes affecting retirement planning. His affiliation with PlanMember Securities Corporation, a large firm specializing in retirement-plan advisory services with a top-down strategic asset allocation approach, distinguishes him from others by combining seasoned expertise with a clear fee structure based on assets under management.
Experience: 41 years
Avg account: $132,363
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Michael B
Series 66
Toledo, OH
Ameritas Advisory Services, LLC
Michael Brandon's 18 years of experience and Series 66 designation equip him to navigate Fremont's local tax nuances, especially for clients focused on retirement income and business owner plans. Affiliated with Ameritas Advisory Services, a large firm offering flat fees and diverse investment strategies, he stands out by combining extensive firm resources with personalized flat-fee financial planning.
Experience: 18 years
Avg account: $448,118
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Natasha I
Series 66
Fremont, OH
Edward Jones
Natasha Irons offers expertise in wealth management and tax-loss harvesting, which is valuable for navigating Fremont's municipal income taxes. With eight years of experience at Edward Jones, a large firm managing over $1 trillion in assets, she serves diverse clients including retirees and business owners, charging up to 1.35% annually, which may differ from smaller firms' fee structures.
Experience: 8 years
Avg account: $246,728
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Paul K
Series 63, Series 65
Fremont, OH
Gradient Advisors, Llc
Paul Kozak offers expertise in retirement income strategy and general tax planning, which is crucial for navigating Fremont's municipal income taxes. With 16 years of experience and a role at Gradient Advisors, a firm managing nearly $1 billion in assets and serving diverse clients, he brings both depth and breadth, distinguishing him from advisors with narrower focuses or smaller firm support.
Experience: 16 years
Avg account: $134,534
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