Advisor at Whitaker-Myers Wealth Managers, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Whitaker-Myers Wealth Managers, Ltd.
Location
Mansfield, OH 44907
Credentials
Series 65
Industry experience
1 year
Benjamin Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Dublin, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Whitaker-Myers in 2024, he worked at Young Life for seven years and CITCO Water for one year. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs modern portfolio theory and quantitative analysis with a long-term trading focus, managing approximately $713 million in client assets across more than 3,200 households.
Based on Whitaker-Myers Wealth Managers, Ltd.
Based on Whitaker-Myers Wealth Managers, Ltd.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Certain representatives receive commissions for sale of insurance and securities products as outside business activities.
Custom Budgets: $250/hour; Debt-Free College Savings Plan: $250/hour; Bill Pay Service initial setup: $250/hour.
Financial Coaching monthly fees: $150/month for personal finances, $200/month for personal and small business finances.
Fee-only: Financial planning: one-time fee $250-$5,000; Financial Coaching: $150-$200/month; Custom Budgets: $250/hour; Financial Peace University group class: $250 per person; Bill Pay Service: initial setup $250/hour, monthly fees $100-$200 depending on number of bills; Debt-Free College Savings Plan: $250/hour; Estate Planning fees: $250-$1,500 depending on service.
1485 Lexington Ave.
Mansfield, OH 44907
Ohio · Texas
Whitaker-Myers Wealth Managers, Ltd.
2024 - Present (2 years)
Young Life
2017 - 2024 (7 years)
CITCO Water
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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