Firm
Beese Fulmer
Canton, Ohio
Fee-only
Beese Fulmer at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFA.
- Its Form ADV reports 14 employees and 810 individual clients, 342 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 2,044 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Canton, Ohio |
|---|---|
| Website | beesefulmer.com |
| Phone | (330) 454-6555 |
Beese Fulmer fees
Beese Fulmer doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.1 billion |
| Individual clients | 468 |
| High-net-worth clients | 342 |
| Accounts managed | 2,044 |
| Employees | 14 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-15485) |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 109882 |