Matthew
Harris
Whitaker-Myers Wealth Managers, LTD
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Harris is a financial advisor operating in Mansfield, Ohio with a total of 6 years of relevant experience. Harris is on the advisory team at Whitaker-Myers Wealth Managers, LTD. Harris has gained experience at Sagepoint Financial, Raymond James Financial Services Advisors Inc, Whitaker-Myers Benefit Plans, Raymond James Financial Services, Whitaker-Myers Wealth Managers, Ms Howells & Co and Whitaker-Myers Wealth Managers, LTD. Harris holds a Series 63 license, which qualifies them as a securities representative, and can advise clients in Ohio and Texas. Whitaker-Myers Wealth Managers, LTD is a financial advisory firm operating out of Mansfield, OH. It has offices in 19 locations and a total of 17 financial advisors. It controls $313 million in total assets across its 5,690 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 5,690 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. The company provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management usually vary depending on the financial services offered. Fees billed by Whitaker-Myers Wealth Managers, LTD most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Whitaker-Myers Wealth Managers, LTD Brokerage Details
$313,280,725
17
5,690
$55,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Matthew Harris Work History
Matthew has been registered as a financial advisor for 6 years.*
Whitaker-Myers Wealth Managers
Ms Howells & Co
Whitaker-Myers Wealth Managers, LTD
Whitaker-Myers Benefit Plans
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Sagepoint Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whitaker-Myers Wealth Managers, LTD
Mansfield, OH
Wooster, OH
Wooster, OH
Wooster, OH
Wooster, OH
Mansfield, OH
Mansfield, OH
Mansfield, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
