Advisor at Whitcomb & Hess, Inc.
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Firm
Whitcomb & Hess, Inc.
Location
Ashland, OH 44805
Credentials
CFP®, Series 65
Industry experience
4 years
Matthew Lefelhoc is a CFP® with four years of industry experience, currently serving as a financial advisor at Whitcomb & Hess, Inc. in Ashland, Ohio. Before joining the firm, he held various roles at The Ohio State University, Ashland City Schools, and Green Valley Growers. He is also an independent licensed insurance agent specializing in accident, health, and life insurance. Whitcomb & Hess is a CPA firm and SEC-registered investment adviser that offers tax, accounting, pension consulting, and financial planning services to individuals, corporations, trusts, estates, and retirement plans. The firm combines investment advisory with insurance products and emphasizes customized portfolio management based on client objectives and risk tolerance.
Based on Whitcomb & Hess, Inc.
Financial planning fixed fees from $250 to $2,500 depending on arrangement
$0 - $499,999: 1.00% annually (Portfolio Management) $500,000 - $999,999: 0.80% annually (Portfolio Management) $1,000,000 - $1,999,999: 0.60% annually (Portfolio Management) $2,000,000 - $2,999,999: 0.40% annually (Portfolio Management) $3,000,000 - $4,999,999: 0.30% annually (Portfolio Management) $5,000,000+: 0.20% annually (Portfolio Management) $0 - $999,999: 0.75% annually (Pension Consulting) $1,000,000 - $1,999,999: 0.50% annually (Pension Consulting) $2,000,000 - $4,999,999: 0.30% annually (Pension Consulting) $5,000,000+: 0.20% annually (Pension Consulting)
Minimum fee: $25 per quarter minimum fee for portfolio management Fee-only: Financial planning fees range from $250 to $2,500 on a fixed fee basis; fees for updates are 30% (annual) or 45% (bi-annual) of initial plan price
1020 Cleveland Avenue
Ashland, OH 44805
Ohio
Whitcomb & Hess, Inc.
2021 - Present (5 years)
Whitcomb & Hess, Inc.
2020 - 2021 (1 year)
Green Valley Growers
2020 - 2020 (1 year)
The Ohio State University
2019 - 2020 (1 year)
The Ohio State University
2019 - 2020 (1 year)
Ashland City Schools
2019 - 2019 (1 year)
Green Valley Growers
2019 - 2019 (1 year)
Ashland City Schools
2018 - 2018 (1 year)
Green Valley Growers
2018 - 2018 (1 year)
The Ohio State University
2018 - 2018 (1 year)
The Ohio State University
2017 - 2021 (4 years)
Ashland City Schools
2017 - 2017 (1 year)
Ashland City Schools
2016 - 2016 (1 year)
School
2010 - 2017 (7 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.
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Whitcomb & Hess, Inc.
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