Advisor at Ville Wealth Management
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
Ville Wealth Management
Location
Avon Lake, OH
Credentials
CFP®, Series 63, Series 65
Industry experience
2 years
Brian Jaros is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Ville Wealth Management in Avon Lake, OH. His prior experience includes roles at Huntington Private Bank and Key Private Bank, spanning from 2015 to 2024. Ville Wealth Management provides wealth management, financial planning, and estate-planning coordination to individuals and high-net-worth clients on a fee-only basis. The firm’s investment approach combines strategic asset allocation with a mix of passive and active funds, incorporates ESG criteria, and emphasizes selecting and monitoring outside managers and third-party model portfolios.
Based on Ville Wealth Management
Based on Ville Wealth Management
Project-Based Financial Planning fees range from $1,000 to $10,000; Estate Planning fees range from $250 to $2,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% Above $2,000,000+: Negotiable
Ongoing Financial Planning fees range from $100 to $1,000 per month, paid monthly in arrears.
Account minimum: $250,000 Fee-only: Financial planning fees range from $100 to $10,000 depending on service type and scope; Estate planning fees range from $250 to $2,000.
Avon Lake, OH
Ohio · Texas
Ville Wealth Management LLC
2025 - Present (1 year)
Huntington Private Bank
2022 - 2024 (2 years)
Key Private Bank
2019 - 2022 (3 years)
Key Private Bank
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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