Hyland Wealth Management
Green, Ohio
Hyland Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 102 individual clients, 17 of them high net worth.
- Its average account is about $176,000 (assets it manages divided by its 360 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Green, Ohio |
|---|---|
| Website | hylandwealthmanagement.com |
| [email protected] | |
| Phone | (705) 422-7014 |
Questions about Hyland Wealth Management
How is Hyland Wealth Management paid?
Hyland Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Hyland Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Hyland Wealth Management.
What is the average account at Hyland Wealth Management?
Hyland Wealth Management's average account is about $176,000. That's the assets on its Form ADV divided by its 360 accounts.
What does Hyland Wealth Management specialize in?
Hyland Wealth Management's advisors and website list physicians & residents, retirement planning and tax planning.
Hyland Wealth Management fees
Hyland Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 85 |
| High-net-worth clients | 17 |
| Accounts managed | 360 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 288231 |
Advisors at this firm (1)
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