Advisor at Oberlin Wealth Partners, Llc
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
Oberlin Wealth Partners, Llc
Location
Bryan, OH 43506
Credentials
CFP®, PFS™, Series 63, Series 65
Industry experience
48 years
Fixed fee engagements based on estimated hours multiplied by negotiated hourly rate for financial planning, consulting, and business/institutional consulting services.
0.75% to 1.50% annually for Investment Management/Family Office Services
Registered representative activities through affiliated broker-dealer Oberlin Financial International, LLC; commissions for securities and insurance products separate and in addition to advisory fees.
Up to $500 per hour for financial planning, consulting, and business/institutional consulting services.
Account minimum: OWP generally does not impose a minimum size for establishing a relationship. Fee-only: Investment advisory fees range from 0.75% to 1.50% annually; Managed account program fees range from 0.75% to 3.00% annually including sub-advisors; Retirement plan advisory fees up to 1.00% annually or negotiated fixed fee; Financial planning and consulting fees hourly up to $500/hr or fixed fees; Business and institutional consulting fees hourly up to $500/hr or fixed fees.
Oberlin Financial International, LLC
2016 - Present (10 years)
Oberlin Wealth Partners, Llc
2012 - Present (14 years)
Lpl Financial LLC
2010 - 2016 (6 years)
Oberlin Holding Corp.
2002 - Present (24 years)
Oberlin Properties, LLC
2000 - Present (26 years)
Oberlin Investments, LLC
1999 - Present (27 years)
Eco Building Company, LLC
1999 - Present (27 years)
Oberlin - Turnbull, Inc.
1972 - Present (54 years)
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
CFP®
Defiance, OH
Demland Wealth LLC
I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.
CFP®, Series 66
Bryan, OH
Edward Jones
Series 66
Defiance, OH
Edward Jones
Series 66
Bryan, OH
Edward Jones
ChFC®, Series 63, Series 65
Bryan, OH
Edward Jones
Series 63, Series 66
Defiance, OH
Demland Wealth LLC
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