Firm
GFM Asset Management
Maumee, Ohio
Fee-only
GFM Asset Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 37 individual clients, 20 of them high net worth.
- Its average account is about $437,000 (assets it manages divided by its 63 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Maumee, Ohio |
|---|---|
| Website | gfmasset.com |
| Phone | (775) 237-8852 |
GFM Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"Our fixed management fees start at 1.5% per year of assets under our management" source
"Our fixed management fees start at 1.5% per year of assets under our management" source
"an hourly fee invoiced on a per-service, per-project, or monthly / annual retainer basis" source
"an hourly fee invoiced on a per-service, per-project, or monthly / annual retainer basis" source
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 · Subscription · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 17 |
| High-net-worth clients | 20 |
| Accounts managed | 63 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-107841) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 283810 |