Hyland Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients and reports approximately $63.4 million in discretionary assets under management across about 102 client relationships. It provides ongoing, discretionary portfolio management alongside standalone and comprehensive financial planning services, including written financial plans and a comprehensive planning engagement model with ongoing access to a planner.
Hyland Wealth Management primarily builds passively managed portfolios using index mutual funds and ETFs, while employing fundamental, cyclical, and charting analysis as part of its investment analysis and portfolio construction process. Client portfolios are tailored to individual investment policy statements and reviewed on a regular basis, with account supervision guided by stated objectives, risk tolerance, and liquidity needs.
Compared with many peers, the firm discloses and advertises third‑party ratings in its materials, and it also documents a custodial relationship with Charles Schwab and receipt of related soft‑dollar benefits. Operationally, the firm retains client responsibility for proxy voting and highlights a comprehensive planning option delivered via a quarterly retainer and continuous monitoring, which may differ from more transaction‑focused solo advisers.
Client services
Expertise
Demographic focus
Fee options
Financial Planning fixed fee ranging from $1,000 to $6,000, negotiable
Under $400,000 - $400,000: Flat $4,000 annual fee $400,001 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.8% $2,000,001 - $4,000,000: 0.6% $4,000,001+: 0.4%
Comprehensive Financial Planning offered by quarterly retainer fee (specific amount not stated)
Minimum fee: $4,000 minimum annual fee for accounts under $400,000
Main office
4016 Massillon Road, Suite D
Green OH 44685
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Hyland Financial Planning · Hyland Financial Planning LLC · Hyland Wealth Management LLC · Ryan M. Bayonnet, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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