Gavan Griesmeyer
Wealth Management Group · Beavercreek, Ohio
Gavan Griesmeyer is a fee-only financial advisor at Wealth Management Group in Beavercreek, Ohio. Gavan focuses on retirement planning and tax planning. Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealth Management Group |
|---|---|
| Based in | Beavercreek, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.7M across 170 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7808819 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wmginc.co |
How Gavan's firm compares
- Wealth Management Group's average account is about $186,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Gavan
Is Gavan Griesmeyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gavan holds no broker registration, and Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gavan charge for financial advice?
Gavan's firm, Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gavan Griesmeyer based?
Gavan Griesmeyer is based in Beavercreek, Ohio.
What does Gavan specialize in?
Gavan's specialties include retirement planning and tax planning.
Is Gavan Griesmeyer registered with the SEC?
Yes. Gavan Griesmeyer is registered as an investment adviser representative in OH (CRD 7808819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Group manage?
Wealth Management Group reports $31.7M across 170 accounts in assets under management.
How do I contact Gavan Griesmeyer?
Through Gavan's website, www.wmginc.co.
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
- Wealth Management Group 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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