Advisor at Safe Harbor Wealth Management, LLC
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Firm
Safe Harbor Wealth Management, LLC
Location
Dublin, OH 43017
Credentials
Series 65
Industry experience
14 years
Gary Sickles is a financial advisor with Safe Harbor Wealth Management, LLC in Columbus, Ohio. He holds a Series 65 designation and has 14 years of industry experience. He has been with Safe Harbor Wealth Management since 2011 and has been involved with Safe Harbor Retirement since 2005. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small business entities. The firm manages approximately $25.7 million in client assets and primarily utilizes model portfolios and third-party money managers to implement client strategies.
Based on Safe Harbor Wealth Management, LLC
Based on Safe Harbor Wealth Management, LLC
Fixed fees for financial planning services up to $2,500 based on complexity and client needs
$0+: 1.80% annually (Strategic Portfolios total fee) $0+: 1.70% annually (Tactical Portfolios total fee) $0+: 1.60% annually (Allocation & Defined Outcome Portfolios total fee) $0+: 1.00% annually (Preservation Portfolios total fee) $0+: 1.50% annually (Private Wealth Portfolios total fee) $0+: $300 flat fee annually (Client Directed Accounts)
6099 Frantz Road
Dublin, OH 43017
Florida · Ohio · Texas
Safe Harbor Wealth Management, LLC
2011 - Present (15 years)
Safe Harbor Retirement
2005 - Present (21 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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