Whitaker-Myers Wealth Managers, Ltd.

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

Flat fee: $250 to $5,000 (Financial Planning)

Subscription: $150 a month (Monthly Coaching)

Hourly rate: $250 an hour (Custom Budgets)

Flat fee: $250 (Financial Peace University -Group Class for Businesses)

As stated in the firm's Form ADV Part 2A brochure dated June 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$850,611,601 as of October 2026, filing dated June 2, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Other

Also doing business as

WHITAKER-MYERS GROUP

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2020 (6 years)

Employees

Total: 30. Performing investment advisory functions: 10.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

19 other offices, as of the July 2026 filing

Akron, OHAshland, OHAustin, TXBeavercreek, OHBluffton, SCCanton, OHDallas, TXDeer Park, OHDublin, OHIndependence, OHMansfield, OHMaumee, OHPittsburgh, PAPonte Vedra Beach, FLSan Antonio, TXSavannah, GATallahassee, FLWesterville, OHWooster, OH

States registered or notice-filed

32 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $173,688,000 in the October 2021 data and $850,611,601 in the October 2026 data, up 390%.

Total employees: 18 in October 2021 and 30 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. June 2026
   • Employees performing advisory functions went from 9 to 10.
2. April 2026
   • Regulatory assets under management went from $713,124,591 to $850,611,601 (+19%).
   • Employees performing advisory functions went from 8 to 9.
   • Changed its office addresses in Dublin, OH.
   • Added an office in Bluffton, SC.
   • No longer lists an office in Cincinnati, OH.
   • No longer lists an office in Knoxville, TN.
   • No longer lists an office in Louisville, OH.
   • No longer lists an office in Naples, FL.
   • No longer lists an office in Okatie, SC.
3. January 2026
   • Employees performing advisory functions went from 9 to 8.
   • No longer registered or notice-filed in IA, KS.
4. December 2025
   • Employees performing advisory functions went from 14 to 9.
5. November 2025
   • No longer lists an office in Mt. Pleasant, SC.
   • No longer lists an office in Overland Park,, KS.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.