Bradley Fergason
Beese Fulmer · Canton, Ohio
Bradley Fergason is a fee-only financial advisor at Beese Fulmer in Canton, Ohio. Bradley charges a percentage of assets and focuses on family wealth transfer.
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Specialties
Facts
| Firm | Beese Fulmer |
|---|---|
| Based in | Canton, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.06B across 2,044 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 5575995 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.beesefulmer.com |
How Bradley's firm compares
- Beese Fulmer's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,044 accounts).
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Questions about Bradley
Is Bradley Fergason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Beese Fulmer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley charges a percentage of assets.
Where is Bradley Fergason based?
Bradley Fergason is based in Canton, Ohio.
What does Bradley specialize in?
Bradley's specialties include family wealth transfer.
Is Bradley Fergason registered with the SEC?
Yes. Bradley Fergason is registered as an investment adviser representative in OH and TX (CRD 5575995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beese Fulmer manage?
Beese Fulmer reports $2.06B across 2,044 accounts in assets under management.
How do I contact Bradley Fergason?
Through Bradley's website, www.beesefulmer.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Beese Fulmer website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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