ValMark Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,379,181,235
Total clients
13,432
10% high-net worth
Total advisors
275
of 275 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
49
Average account size
$623,822
Client services
Fee options
Flat fees negotiated per client, ranging from $50 to $50,000 or more depending on services
Less than $1,000,000 - $1,000,000: 1.95% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001+: 1.50% annually
Commissions may be earned by IARs acting as registered representatives for certain securities and insurance transactions
Hourly rates vary depending on client needs and plan complexity; exact rates disclosed in advisory agreement
Account minimum: $50,000 Fee-only: Hourly fees negotiable; flat fees typically ranging from $50 to $50,000 or more
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
ValMark Advisers, Inc.
130 Springside Drive, Suite 300
Akron OH 44333, United States
Number of offices
157
Quick links
Advisors at this firm
Bradley P
Series 63, Series 65
Mc Cormick, SC
ValMark Advisers, Inc.
Robert B
ChFC®, Series 63, Series 65
Flowood, MS
ValMark Advisers, Inc.
Kristy P
Series 63, Series 65
Onalaska, WI
ValMark Advisers, Inc.
George P
Series 63, Series 65
Flowood, MS
ValMark Advisers, Inc.
Julian G
ChFC®, Series 63
Metairie, LA
ValMark Advisers, Inc.
Steven H
Series 66
Fort Mitchell, KY
ValMark Advisers, Inc.
Michael P
Series 63, Series 66
Fairlawn, OH
ValMark Advisers, Inc.
David H
CFP®, Series 63, Series 65
Norwood, MN
ValMark Advisers, Inc.
David M
Series 63, Series 65
Pittsford, NY
ValMark Advisers, Inc.
Eric P
Series 66
Rice Lake, WI
ValMark Advisers, Inc.
Jackie G
Series 63, Series 66
Rice Lake, WI
ValMark Advisers, Inc.
Mark G
CFP®, Series 66
Irvine, CA
ValMark Advisers, Inc.
Michael G
Series 63, Series 65
Wyomissing, PA
ValMark Advisers, Inc.
Brady G
Series 66
Jackson, MS
ValMark Advisers, Inc.
Monte H
Series 63, Series 65
Irvine, CA
ValMark Advisers, Inc.
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