George Damasco
Bollin Wealth Management · Perrysburg, Ohio
George Damasco is a fee-only financial advisor at Bollin Wealth Management in Perrysburg, Ohio. Bollin Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bollin Wealth Management |
|---|---|
| Based in | Perrysburg, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $152.7M across 553 accounts |
| SEC registration | Investment adviser representative in OH · CRD 1000231 |
| Exams passed | Series 63 (1981) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.perrysburgfinancialplanner.com |
How George's firm compares
- Bollin Wealth Management's average account is about $276,000, from its Form ADV (assets managed divided by 553 accounts).
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Questions about George
Is George Damasco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Bollin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Bollin Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Damasco based?
George Damasco is based in Perrysburg, Ohio.
Is George Damasco registered with the SEC?
Yes. George Damasco is registered as an investment adviser representative in OH (CRD 1000231), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bollin Wealth Management manage?
Bollin Wealth Management reports $152.7M across 553 accounts in assets under management.
How do I contact George Damasco?
Through George's website, www.perrysburgfinancialplanner.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
- 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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