# Whitaker-Myers Wealth Managers, Ltd.

> 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.

- CRD: 286093
- Filed as: WHITAKER-MYERS WEALTH MANAGERS, LTD.
- Also doing business as: WHITAKER-MYERS GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mansfield, OH
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286093
- AdvisorCensus page: https://advisorcensus.com/firm/whitaker-myers-wealth-managers-ltd-mansfield-oh-286093

## Quick answers

**How is Whitaker-Myers Wealth Managers, Ltd. compensated?**
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.

**How much does Whitaker-Myers Wealth Managers, Ltd. charge?**
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.

**Where is Whitaker-Myers Wealth Managers, Ltd. located?**
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).

**Is Whitaker-Myers Wealth Managers, Ltd. registered with the SEC or a state?**
Whitaker-Myers Wealth Managers, Ltd. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 286093.

**How much does Whitaker-Myers Wealth Managers, Ltd. manage?**
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).

**How have Whitaker-Myers Wealth Managers, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Whitaker-Myers Wealth Managers, Ltd. serve?**
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).

**Which custodians does Whitaker-Myers Wealth Managers, Ltd. use?**
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.

**Does Whitaker-Myers Wealth Managers, Ltd. report any disciplinary disclosures?**
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

**Does Whitaker-Myers Wealth Managers, Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated June 2, 2026 says: "There is no account minimum for any of WMWML ’s services."

**What changed in Whitaker-Myers Wealth Managers, Ltd.'s recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 9 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Account minimum: None

> There is no account minimum for any of WMWML ’s services.

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

> The one-time fee for service ranges from $250-$5,000 depending on the complexity of the plan.

- Subscription: $150 a month (Monthly Coaching)

> 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.

- Hourly rate: $250 an hour (Custom Budgets)

> A Financial Coach will create a custom budget tailored to the client’s unique circumstances. The fee is $250 per hour with time tracked.

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

> The one-time fee for service ranges from $250-$5,000 depending on the complexity of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $850,611,601
- Discretionary: $793,748,000
- Non-discretionary: $56,863,601

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,255 | $500,069,842 |
| High net worth individuals | 167 | $289,193,515 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $53,561,244 |
| Charitable organizations | 5 | $1,805,955 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $5,981,045 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 30 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Akron, OH
- Ashland, OH
- Austin, TX
- Beavercreek, OH
- Bluffton, SC
- Canton, OH
- Dallas, TX
- Deer Park, OH
- Dublin, OH
- Independence, OH
- Mansfield, OH
- Maumee, OH
- Pittsburgh, PA
- Ponte Vedra Beach, FL
- San Antonio, TX
- Savannah, GA
- Tallahassee, FL
- Westerville, OH
- Wooster, OH

### Websites listed on Form ADV (Item 1.I)
- whitaker-myers.com
- whitakerwealth.com
- Facebook @WOOSTERWEALTH
- Instagram @whitakermyerswealthmanagers
- LinkedIn @whitaker-myers-wealth-managers

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $173,688,000 | 18 | September 20, 2021 |
| October 2022 | $286,832,581 | 20 | August 16, 2022 |
| October 2023 | $313,280,725 | 22 | September 22, 2023 |
| October 2024 | $513,028,918 | 29 | August 5, 2024 |
| October 2025 | $713,124,591 | 30 | June 26, 2025 |
| October 2026 | $850,611,601 | 30 | June 2, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 9 to 10.

### 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.

### January 2026
- Employees performing advisory functions went from 9 to 8.
- No longer registered or notice-filed in IA, KS.

### December 2025
- Employees performing advisory functions went from 14 to 9.

### November 2025
- No longer lists an office in Mt. Pleasant, SC.
- No longer lists an office in Overland Park,, KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whitaker-Myers Wealth Managers, Ltd. (CRD 286093): Form ADV filing data as of October 2026.