G
George Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,023,744
Clients
175
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
175
Very HighAverage account size
$114,421
About
George Financial Services provides investment advisory and financial planning to individual clients (including high‑net‑worth individuals) and pension/employee benefit plans, managing roughly $20 million across its client base. Services described in the brochure include ongoing discretionary portfolio management, pension consulting, financial planning, and hourly digital‑asset/crypto consulting.
The firm describes a core‑satellite investment approach, documents client objectives and risk tolerances in an Investment Policy Statement, and conducts at least annual reviews of accounts. It uses a mix of mutual funds, ETFs, fixed income, individual equities, commodities and digital assets and may implement options strategies — including covered calls, cash‑secured puts and defined‑risk spreads — where appropriate.
Noteworthy features compared with many peers include an affiliation with insurance activities (firm principals are licensed insurance agents and one operates an insurance agency, a potential conflict the firm discloses) and access to educational events and practice‑management resources through its custodian relationships. The brochure also records a recent change adding options trading to the firm’s stated strategies and highlights that the firm offers digital asset consulting, services that are less common among similarly sized supported advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Crypto currency/ digital asset consulting
Crypto currency/ digital asset consulting
Expertise
Options & derivatives strategies
Passive / index investing
Fee options
$0 - $249,999: 2.0% $250,000 - $499,999: 1.75% $500,000+: 1.5%
$25 to $100 per hour for financial planning and digital asset consulting services
Fee-only: Hourly fees for financial planning and digital asset consulting between $25 and $100 per hour
Main office location
George Financial Services
920 Walnut Ave. Ne
Canton OH 44704, United States
Number of offices
1
Most active in
George Financial Services has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
-
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.
Forms ADV
Quick links
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")