Matthew
Harris
Whitaker-Myers Wealth Managers, LTD
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About this Advisor
Matthew Harris is a financial advisor based in Mansfield, Ohio, working with Whitaker-Myers Wealth Managers, LTD. Matthew has previously held positions at Raymond James Financial Services Advisors Inc, Whitaker-Myers Benefit Plans, Raymond James Financial Services, Ms Howells & Co, Whitaker-Myers Wealth Managers, and Whitaker-Myers Wealth Managers, LTD. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Matthew is part of Whitaker-Myers Wealth Managers, LTD, which operates out of Mansfield, Ohio. The firm has 22 offices and 22 employees. The firm manages assets totaling $513.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Whitaker-Myers Wealth Managers, LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Whitaker-Myers Wealth Managers, LTD Brokerage Details
$513,028,918
22
7,714
$66,506
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
Ms Howells & Co
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers, LTD
Whitaker-Myers Benefit Plans
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
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
Wooster, OH
Mansfield, OH
Mansfield, OH
Wooster, OH
Mansfield, OH
Mansfield, OH
Mansfield, OH
Wooster, OH
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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.
