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
Wooster, OH 44691
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
16 years
John Mark Young is a CFP® and ChFC® with 16 years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. in Wooster, OH. His prior experience includes roles at M.S. Howells & Co. and Raymond James Financial Services. He serves on the board of directors for Buckeye State Credit Union in Akron, OH. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and employs a long-term, quantitative approach to portfolio management, combining in-house management with third-party platforms and standardized processes.
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.
3524 Commerce Parkway
Wooster, OH 44691
Ohio · Texas
Whitaker-Myers Wealth Managers, Ltd.
2021 - Present (5 years)
M.S. Howells & Co.
2017 - 2017 (1 year)
Whitaker-Myers Wealth Managers, Ltd.
2015 - 2021 (6 years)
Raymond James Financial Services
2015 - 2017 (2 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.
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.
Series 66
Wooster, OH
Winner Wealth Management
CFP®, CFA®
Smithville, OH
New Legacy Financial Group, LLC
Series 66
Wooster, OH
Fusion Planning LLC
Series 63
Seville, OH
Blue Chip Financial Advisors, Inc.
Series 65
Medina, OH
Your Wealth Financial Solutions, LLC
CFP®
Wooster, OH
Apollo Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")