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Dylan Fitchet

Advisor at Integrated Planning & Wealth Management, LLC

Updated today

Location

Conneaut, OH

Credentials

Series 66

Industry experience

1 year

About

Dylan Fitchet is a financial advisor at Integrated Planning & Wealth Management, LLC, holding a Series 66 credential with one year of industry experience. Prior to joining Integrated Planning & Wealth Management in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He also spent five years at Bowling Green State University. Integrated Planning & Wealth Management is an SEC-registered firm managing approximately $80.4 million for around 133 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm specializes in serving optometric private practice owners while also working with non-optometrist clients, offering discretionary investment management, financial planning, and pension consulting through a diversified, risk-based approach.

Client services

Based on Integrated Planning & Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Integrated Planning & Wealth Management, LLC

General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Occupation focus

Based on Integrated Planning & Wealth Management, LLC

Optometrist Founder/Business Owner

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Fee options

Fixed

Annual fixed fee for financial planning generally ranges between $1,800 and $60,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.55% Over $5,000,000+: 0.35%

Other

Minimum fee: Minimum fee of $500 to enter into a pension consulting arrangement, may be waived at discretion

Location

Conneaut, OH

Most active in

Ohio · Texas

Work history

Integrated Planning & Wealth Management, LLC

2026 - Present (1 year)

Wells Fargo Advisors

2025 - 2026 (1 year)

Wells Fargo Clearing

2024 - 2025 (1 year)

Bowling Green State University

2019 - 2024 (5 years)

Unemployed

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan W

Series 63, Series 65

Ashtabula, OH

The huntington Investment company

Ryan Wagner is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including roles within Huntington National Bank. Prior to his financial services career, he worked at HHGregg for seven years. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets and operates an open-architecture, model-driven platform that integrates third-party and proprietary investment models.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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James M

Series 63, Series 66

Ashtabula, OH

Wells Fargo Advisors

James Mayer is a financial advisor with Wells Fargo Advisors in Ashtabula, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of advisory services, he has majority ownership in several rental property ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning services. The firm offers tailored investment recommendations supported by proprietary research and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Jacob F

Series 66

Ashtabula, OH

Edward Jones

Jacob Flautt is a financial advisor with Edward Jones in Ashtabula, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in retail and waterproofing industries, including at Groundworks Companies and John V. Schultz Furniture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Phillip A

Series 63, Series 66

Ashtabula, OH

Wells Fargo Advisors

Phillip Anderson is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Wells Fargo organization since 2012, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning solutions supported by proprietary research and tools, covering areas such as retirement, education, risk, and wealth-transfer planning, with services available through both brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Earline S

Series 63

Ashtabula, OH

Primerica Advisors

Earline Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and over 38 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of her advisory role, she serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and outsourced trading and custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning

David F

Series 63

Ashtabula, OH

Edward Jones

David Flautt is a financial advisor at Edward Jones in Ashtabula, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branch offices.

Retirement income strategy General estate planning guidance General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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