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Top Financial Advisor in Maumee, OH

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Maumee, Ohio

We found the top financial advisor firm in the Maumee area to help you find your ideal match. Our review examines the firm’s assets under management (AUM), investment strategies, fee structure and advisory services. You can also use our SmartAsset’s free financial advisor matching service to connect with up to three advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Munn Wealth Management, LLC Munn Wealth Management, LLC logo Find an Advisor

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$199,545,843 No set account minimum
  • Portfolio management
  • Financial planning

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning

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What We Use in Our Methodology

To find the top financial advisors in Maumee, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Munn Wealth Management

Munn Wealth Management is a fee-based firm serving high-net-worth and non-high-net-worth individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm has several advisors who offer a number of qualifications, namely the certified financial planner (CFP), chartered financial analyst (CFA), certified public accountant (CPA) and enrolled agent (EA) designations.

Certain advisors here may recommend or sell insurance or investment products for commissions. This can create a potential conflict of interest. However, the firm must abide by fiduciary duty to always act in clients' best interests. In addition, the firm doesn’t have a set account minimum.

Munn Wealth Management Background

Munn Wealth was founded in 2002 and functions as an affiliate of Camelot Advisors. The firm’s services include investment management, financial planning and tax preparation. Clients also have access to retirement planning, tax reduction strategies, estate planning, education planning and philanthropic strategies. 

The firm’s owners are Darren Munn, CEO and chief investment officer (CIO), and David Munn, president.

Munn Wealth Management Investment Strategy

Munn Wealth touts on its website that it believes a clear understanding of client risk tolerance and investment objectives is crucial to determining which asset allocation techniques are appropriate. The firm mainly invests in individual stocks and bonds, mutual funds, ETFs and hedging vehicles. 

Advisors place clients into one of a handful of investment programs, depending on each client’s investment objectives. These include the progressive, conservative, stable, moderate, growth and aggressive investment programs.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research