Firm
G. Earl Mowrey &
Youngstown, Ohio
Fee-only
G. Earl Mowrey & at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 122 individual clients, 6 of them high net worth.
- Its average account is about $335,000 (assets it manages divided by its 123 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Youngstown, Ohio |
|---|---|
| Phone | (330) 759-3444 |
G. Earl Mowrey & fees
G. Earl Mowrey & doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 116 |
| High-net-worth clients | 6 |
| Accounts managed | 123 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-69497) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 120802 |