Advisor at Buckeye Financial Solutions, Inc.
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
Buckeye Financial Solutions, Inc.
Location
Canton, OH 44718
Credentials
CFP®, PFS™, Series 65
Industry experience
23 years
Richard Mohr is a CFP®, PFS™, and Series 65-licensed financial advisor with 23 years of industry experience. He has been the sole advisor at Buckeye Financial Solutions, Inc. in Canton, OH since 2004. Buckeye Financial Solutions serves individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm uses a core-and-satellite approach focused on passively managed index funds and ETFs, incorporating active managers selectively, and manages accounts on both discretionary and non-discretionary bases.
Based on Buckeye Financial Solutions, Inc.
Financial planning fees range from $1,000 to $4,000, negotiable.
$0 - $500,000: 0.60% $500,001 - $1,000,000: 0.45% $1,000,001 - $2,000,000: 0.30% $2,000,001+: 0.20%
Financial planning and limited scope engagements billed at $125 per hour; tax preparation billed at $100 per hour with a minimum fee of $100.
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,500 (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted.
4553 Everhard Road, Nw
Canton, OH 44718
Ohio
Buckeye Financial Solutions, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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