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 Find an Advisor||$199,545,843||No set account minimum|| || |
Minimum AssetsNo set account minimum
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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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer 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.