{
  "crd_number": 286093,
  "slug": "whitaker-myers-wealth-managers-ltd-mansfield-oh-286093",
  "primary_business_name": "WHITAKER-MYERS WEALTH MANAGERS, LTD.",
  "legal_name": "WHITAKER-MYERS WEALTH MANAGERS, LTD.",
  "dbas": [
    "WHITAKER-MYERS GROUP"
  ],
  "city": "Mansfield",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "31900",
  "metro": {
    "cbsa_code": "31900",
    "common_name": "Mansfield",
    "msa_name": "Mansfield, OH",
    "path": "/advisors/oh/mansfield"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-09",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 850611601.0,
  "raum_discretionary": 793748000.0,
  "raum_non_discretionary": 56863601.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 30,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1805955.0,
      "count": 5
    },
    "individuals": {
      "raum": 500069842.0,
      "count": 3255
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 53561244.0,
      "count": 24
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 289193515.0,
      "count": 167
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 5981045.0,
      "count": 7
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://facebook.com/WOOSTERWEALTH",
    "https://instagram.com/whitakermyerswealthmanagers",
    "https://linkedin.com/company/whitaker-myers-wealth-managers",
    "https://whitaker-myers.com",
    "https://whitakerwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286093",
  "city_as_filed": "MANSFIELD",
  "url": "https://advisorcensus.com/firm/whitaker-myers-wealth-managers-ltd-mansfield-oh-286093",
  "display_name": "Whitaker-Myers Wealth Managers, Ltd.",
  "summary": "Whitaker-Myers Wealth Managers, Ltd. is an SEC-registered investment advisory firm in Mansfield, OH, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.",
  "citation": "AdvisorCensus. Whitaker-Myers Wealth Managers, Ltd. (CRD 286093): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Whitaker-Myers Wealth Managers, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Whitaker-Myers Wealth Managers, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Whitaker-Myers Wealth Managers, Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated June 2, 2026 states: 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). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Whitaker-Myers Wealth Managers, Ltd. located?",
      "a": "Whitaker-Myers Wealth Managers, Ltd.'s principal office is in Mansfield, OH, according to its Form ADV; the July 2026 filing also lists 19 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Whitaker-Myers Wealth Managers, Ltd. registered with the SEC or a state?",
      "a": "Whitaker-Myers Wealth Managers, Ltd. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 286093."
    },
    {
      "q": "How much does Whitaker-Myers Wealth Managers, Ltd. manage?",
      "a": "Whitaker-Myers Wealth Managers, Ltd. reports $850,611,601 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (93% discretionary)."
    },
    {
      "q": "How have Whitaker-Myers Wealth Managers, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Whitaker-Myers Wealth Managers, Ltd.: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Whitaker-Myers Wealth Managers, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,255); high net worth individuals (167); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Whitaker-Myers Wealth Managers, Ltd. use?",
      "a": "Whitaker-Myers Wealth Managers, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Whitaker-Myers Wealth Managers, Ltd. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286093"
    },
    {
      "q": "Does Whitaker-Myers Wealth Managers, Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 2, 2026 says: \"There is no account minimum for any of WMWML ’s services.\""
    },
    {
      "q": "What changed in Whitaker-Myers Wealth Managers, Ltd.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 9 to 10."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 173688000.0,
      "total_employees": 18,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 286832581.0,
      "total_employees": 20,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 313280725.0,
      "total_employees": 22,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 513028918.0,
      "total_employees": 29,
      "filing_date": "2024-08-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 713124591.0,
      "total_employees": 30,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 850611601.0,
      "total_employees": 30,
      "filing_date": "2026-06-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8.",
        "No longer registered or notice-filed in IA, KS."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 14 to 9."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists an office in Mt. Pleasant, SC.",
        "No longer lists an office in Overland Park,, KS."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of WMWML ’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $5,000 (Financial Planning)"
        ],
        "quotes": [
          "The one-time fee for service ranges from $250-$5,000 depending on the complexity of the plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $150 a month (Monthly Coaching)"
        ],
        "quotes": [
          "For in-person or digital coaching sessions, the monthly rate is $ 150/month for personal finances and $200/month for personal and small business finances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Custom Budgets)"
        ],
        "quotes": [
          "A Financial Coach will create a custom budget tailored to the client’s unique circumstances. The fee is $250 per hour with time tracked."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 (Financial Peace University -Group Class for Businesses)"
        ],
        "quotes": [
          "The one-time fee for service ranges from $250-$5,000 depending on the complexity of the plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Financial Planning"
        },
        {
          "kind": "subscription",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Monthly Coaching"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Custom Budgets"
        },
        {
          "kind": "flat",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Financial Peace University -Group Class for Businesses"
        }
      ]
    },
    "quotes": [
      "There is no account minimum for any of WMWML ’s services.",
      "The one-time fee for service ranges from $250-$5,000 depending on the complexity of the plan.",
      "For in-person or digital coaching sessions, the monthly rate is $ 150/month for personal finances and $200/month for personal and small business finances.",
      "A Financial Coach will create a custom budget tailored to the client’s unique circumstances. The fee is $250 per hour with time tracked.",
      "The one-time fee for service ranges from $250-$5,000 depending on the complexity of the plan."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/whitaker-myers-wealth-managers-ltd-mansfield-oh-286093.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3255,
      "fewer_than_5": false,
      "raum": 500069842.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 167,
      "fewer_than_5": false,
      "raum": 289193515.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 53561244.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1805955.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 5981045.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286093",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}