SRS Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services primarily to individuals, trusts, retirement plans, and small businesses, offering ongoing portfolio management and project or subscription financial planning. Like many independent firms, it generally charges asset-based (percentage-of-AUM) fees and constructs portfolios using mutual funds, ETFs, individual equities, and fixed-income securities.
The adviser acts as a fiduciary and offers both discretionary and non-discretionary management, tailoring strategies to clients’ objectives, risk tolerance, and liquidity needs, and may engage third‑party sub‑advisers or model providers where appropriate. Portfolio oversight includes periodic rebalancing, fundamental and market analysis, and incidental planning discussions as part of ongoing management, with planning available as a standalone, separately billed service.
Noteworthy distinctions include the firm’s insurance-related activities: certain supervised persons are licensed insurance agents and may recommend or place insurance products (including annuities) and receive insurance compensation through a separate entity, a conflict the firm discloses and says it manages through fiduciary obligations and supervisory controls. The firm is newly formed and small but not a solo practice—organized with multiple principals and currently reporting an initial filing with no regulatory assets under management or clients as of the stated calculation date.
Client services
Expertise
Fee options
Financial planning one-time fixed fees typically range from $0 to $10,000 per engagement
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Ongoing financial planning subscription fees negotiable, typically up to $10,000 per year, billed monthly, quarterly, or semi-annually
Main office
121 S Broad St
Lancaster OH 43130
Advisors at this office
1
Most active in
Ohio
Also doing business as
Srs Wealth Management · Srs Wealth Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)