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Robert Everett

Advisor at FSC Advisors LLC

Updated today

Firm

FSC Advisors LLC

Location

North Canton, OH 44720

Credentials

Series 65

Industry experience

11 years

About

Robert Everett is a financial advisor at FSC Advisors LLC in North Canton, OH, holding a Series 65 designation with 11 years of industry experience. He has worked at Wall Street Financial Group since 2002 and Financial Security Center Inc since 1997. Everett also operates an affiliated tax and insurance business and is an enrolled agent licensed to provide tax preparation and insurance products. FSC Advisors LLC serves individuals, families, trusts, and select institutional clients with asset management and financial planning services. The firm uses written investment policy statements to implement client strategies, offering model portfolios or fully customized allocations with discretionary authority.

Client services

Based on FSC Advisors LLC

Financial planning Portfolio management

Expertise

Based on FSC Advisors LLC

Annuities General tax planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Flat fees for financial planning services may be negotiated (recurring or one-time).

Percentage

$1 - $274,999: 2.00% $275,000 - $499,999: 1.75% $500,000 - $799,999: 1.50% $800,000+: 1.25%

Commissions

Commissions earned through sale of insurance products are credited against advisory fees.

Project-based

Financial planning services charged at $125 per hour.

Other

Account minimum: $1 Fee-only: Financial planning services at $125/hour; flat fees may be negotiated for financial planning services.

Location

920 South Main St 101

North Canton, OH 44720

Most active in

Ohio · Texas

Work history

Wall Street Financial Group

2002 - Present (24 years)

Financial Security Center Inc

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James M

Series 63

Canal Fulton, OH

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General retirement planning General estate planning guidance Cash flow / budgeting Income planning
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Ryan A

Series 63, Series 66

Canton, OH

Nickelplate Financial LLC

Wealth management Annuities

Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Doctor or Medical Professional Gen X (Born 1965-1980)
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Michael M

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Uniontown, OH

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General retirement planning Passive / index investing Active portfolio management
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Richard M

CFP®, PFS™, Series 65

Canton, OH

Buckeye Financial Solutions, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Giancarlo V

CFA®

North Canton, OH

Chiarezza Capital Management, LLC

Active portfolio management Options & derivatives strategies
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