Advisor at Whitcomb & Hess, 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
Whitcomb & Hess, Inc.
Location
Ashland, OH 44805
Credentials
CFA®, Series 65
Industry experience
19 years
Ryan Gilmer is a CFA® charterholder with 19 years of industry experience. He is currently with Whitcomb & Hess, Inc., where he has worked across multiple periods since 2006, including a tenure at Valmark Financial Group from 2016 to 2019. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis in portfolio management and integrates its CPA and advisory services with pension consulting for numerous 401(k) plans.
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
2023 - Present (3 years)
Whitcomb & Hess, Inc.
2019 - Present (7 years)
Valmark Financial Group
2016 - 2019 (3 years)
Whitcomb & Hess, Inc.
2006 - 2016 (10 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.
CFP®, Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 63, Series 65
Ashland, OH
Livelsberger Financial Advisory
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
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")