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Advisor

Dennis Fulmer

Beese Fulmer · Canton, Ohio

Dennis Fulmer is a fee-only financial advisor at Beese Fulmer in Canton, Ohio, who holds the CFA credential. Dennis charges a percentage of assets and focuses on family wealth transfer.

Percentage of assets Fee-only CFA

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Specialties

Facts

FirmBeese Fulmer
Based in Canton, Ohio
Fee modelPercentage of assets
Accepting new clientsYes
Assets under management$2.06B across 2,044 accounts
CredentialsCFA
SEC registration Investment adviser representative in OH · CRD 4346777
Firm size14 employees
Disclosures None reported
Websitewww.beesefulmer.com

How Dennis's firm compares

  • Beese Fulmer's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,044 accounts).

What fee-only advisors charge in Ohio

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Questions about Dennis

Is Dennis Fulmer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dennis 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 Dennis charge for financial advice?

Dennis charges a percentage of assets.

Where is Dennis Fulmer based?

Dennis Fulmer is based in Canton, Ohio.

What does Dennis specialize in?

Dennis's specialties include family wealth transfer.

What credentials does Dennis Fulmer hold?

Dennis Fulmer holds the CFA credential.

Is Dennis Fulmer registered with the SEC?

Yes. Dennis Fulmer is registered as an investment adviser representative in OH (CRD 4346777), 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 Dennis Fulmer?

Through Dennis'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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