Advisor at Balser Wealth Management, LLC
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
Balser Wealth Management, LLC
Location
Avon, OH
Credentials
Series 63, Series 65
Industry experience
20 years
Roger Balser is the sole advisor at Balser Wealth Management, LLC, an independent firm based in Avon, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial industry, having led his firm since its founding in 2004. Balser Wealth Management provides fee-based investment advisory services to individual investors, company retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a combined fundamental and technical analysis approach, including the Dorsey Wright point-and-figure method, and offers portfolio management, pension consulting, advisory consulting for financial professionals, and educational seminars.
Fixed fees starting at minimum $2,000 annually or $500 per quarter for portfolio management services, depending on scope and complexity
$0 - $250,000: 3.00% $250,001 - $500,000: 2.90% $500,001 - $1,000,000: 2.80% $1,000,001+: 2.75%
$250 per hour for advisory consulting services
Account minimum: $100,000 minimum account value and $2,000 minimum annual fee to open and maintain an advisory account, with possible waivers at discretion Minimum fee: Minimum annual fee of $2,000 to open and maintain an advisory account
Avon, OH
Ohio · Texas
Balser Wealth Management, LLC
2004 - Present (22 years)
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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.
Series 63
Westlake, OH
Argo Wealth Management
Series 63, Series 65
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NextGen Wealth Defense LLC
CFP®, CPA
Berea, OH
Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
Series 65
Lakewood, OH
Ronald J. Rich Financial Advising
Series 63, Series 65
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Budak Financial Group, LLC
Series 66
Amherst, OH
Washburn Asset Management LLC
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