# Poitinger Financial, Inc.

> Poitinger Financial, Inc. is a state-registered investment advisory firm in Fairlawn, OH, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated February 19, 2026.

- CRD: 119867
- Filed as: POITINGER FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fairlawn, OH
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119867
- AdvisorCensus page: https://advisorcensus.com/firm/poitinger-financial-inc-fairlawn-oh-119867

## Quick answers

**How is Poitinger Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Poitinger Financial, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Poitinger Financial, Inc. located?**
Poitinger Financial, Inc.'s principal office is in Fairlawn, OH, according to its Form ADV.

**Is Poitinger Financial, Inc. registered with the SEC or a state?**
Poitinger Financial, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 119867.

**Does Poitinger Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119867

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1999 (26 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- poitingerwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Poitinger Financial, Inc. (CRD 119867): Form ADV filing data as of October 2026.