TH
CFP
TH
CFP
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
3,237 clients
Average Client Portfolio
$220K average
Assets Under Management
$713.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1485 Lexington Ave., Mansfield, OH, 44907
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is on the Richland Academy board, rents his van on Turo, and his son operates an Instacart business in Timothy's name. These activities are not investment-related.
Employment History
Current Registrations
Whitaker-Myers Wealth Managers, LTD.
December 2024 - Present · 1 yr 3 mos
Previous Registrations
Whitcomb & Hess, INC.
August 2017 - December 2024 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - August 2017 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - August 2017 · 3 yrs 1 mo
Mwa Financial Services INC.Broker
January 2010 - July 2014 · 4 yrs 6 mos
State Registrations1 state
OH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.