Whitaker-Myers Wealth Managers provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Whitaker-Myers Wealth Managers reports 3,458 clients. They include 3,255 individual clients, 167 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 93.3% ($794M across 8,005 accounts) are managed with discretion; $56.9M across 342 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 59% |
| High-net-worth individuals | 5% | 34% |
| Pension and profit-sharing plans | <1% | 6% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,255 | $500M | 58.8% | $154K |
| High-net-worth individuals | 167 | $289M | 34.0% | $1.73M |
| Pension and profit-sharing plans | 24 | $53.6M | 6.3% | $2.23M |
| Charitable organizations | 5 | $1.81M | 0.2% | $361K |
| Corporations and other businesses | 7 | $5.98M | 0.7% | $854K |
| Total | 3,458 | $851M | 100% | $246K |
- Clients
- 3,255
- Regulatory AUM
- $500M
- AUM share
- 58.8%
- Avg. per client
- $154K
- Clients
- 167
- Regulatory AUM
- $289M
- AUM share
- 34.0%
- Avg. per client
- $1.73M
- Clients
- 24
- Regulatory AUM
- $53.6M
- AUM share
- 6.3%
- Avg. per client
- $2.23M
- Clients
- 5
- Regulatory AUM
- $1.81M
- AUM share
- 0.2%
- Avg. per client
- $361K
- Clients
- 7
- Regulatory AUM
- $5.98M
- AUM share
- 0.7%
- Avg. per client
- $854K
Total
- Clients
- 3,458
- Regulatory AUM
- $851M
- AUM share
- 100%
- Avg. per client
- $246K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Whitaker-Myers Wealth Managers charges 0.50%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is negotiable. The brochure also prices 7 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Bill Pay Service
- Set-up is $250 an hour, then $100 to $200 a month by number of bills, plus $25 per bill over 10.
- Debt-Free College Savings Plan
- Planning with Collegiate Funding Solutions is $250 an hour, time tracked.
- Estate Planning Documents
- One-time fee: will $600, trust $1,500; deed fee varies by state.
- Financial Coaching
- Monthly coaching is $150 a month for personal finances or $200 for personal and small business; custom budgets are $250 an hour; negotiable.
- Financial Peace University Group Class
- Nine-week group class for businesses: $250 per paid attendee; negotiable.
- Financial Planning
- One-time financial planning fee of $250 to $5,000 by complexity; no ongoing planning fee after the plan is delivered.
- Pension Consulting Services
- Pension consulting is 1.00% of assets to $1 million, 0.75% to $2 million and 0.50% above; negotiable.
John-Mark Young owns 25% to 50% of Whitaker-Myers Wealth Managers. The leadership team of Whitaker-Myers Wealth Managers includes President John-Mark Young and Chief Compliance Officer Kelly Taylor. It has 30 employees, 10 of them in advisory roles.
Leadership
- John-Mark YoungPresident/Chief Investment Officer
- Kelly TaylorChief Compliance Officer
- Matthew HarrisMember
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
Staff
- 30 employees
- 10 in advisory functions
- 16 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 25% to 50% of Whitaker-Myers Wealth Managers, LTD.
John-Mark Young
Control person · since August 2021
- Owns 25% to 50% of Whitaker-Myers Wealth Managers, LTD.
Chris Vanderzyden
Control person · since March 2014
- Owns 5% to 10% of Whitaker-Myers Wealth Managers, LTD.
Matthew Harris
since March 2014
- Owns 5% to 10% of Whitaker-Myers Wealth Managers, LTD.
Ryan Emmons
since March 2014
- Owns 5% to 10% of Whitaker-Myers Wealth Managers, LTD.
Seth Buckwalter
Control person · since January 2022
Whitaker-Myers Wealth Managers’ regulatory assets grew 4.9× from $174M (July 2021) to $851M (June 2026); clients rose from 1,319 to 3,458 and employees from 16 to 30.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $851M | 3,458 | 30 | 20 |
| June 2025 | $713M | 3,237 | 30 | 27 |
| June 2024 | $513M | 2,931 | 22 | 23 |
| July 2023 | $313M | 2,420 | 22 | 22 |
| July 2022 | $287M | 1,952 | 21 | 14 |
| July 2021 | $174M | 1,319 | 16 | 8 |
Besides its headquarters, Whitaker-Myers Wealth Managers has 19 offices, with 20 listed addresses across 6 states.
Ohio · 12 listed addresses
- 1485 Lexington Ave., MansfieldHQ
- 8044 Montgomery RD, Deer Park
- 470 Olde Worthington Road, Westerville
- 20 East Main Street, Ashland
- 5194 Blazer Parkway, Dublin
- 3524 Commerce Parkway, Wooster
- 70 Birch Alley, Beavercreek
- 6100 Oak Tree Boulevard, Independence
- 388 South Main Street, Akron
- 1715 Indian Wood Circle;, Maumee
- 1706 West 4th Street, Mansfield
- 2014 Champions Gateway NW, Canton
Texas · 3 listed addresses
- 227 North Loop 1604 East, San Antonio
- 5050 Quorum Drive, Dallas
- 7500 Rialto BLVD, Austin
Florida · 2 listed addresses
- 822 Florida A1a, Ponte Vedra Beach
- 113 South Monroe Street, Tallahassee
Georgia · 1 listed address
- 100 Bull Street, Savannah
Pennsylvania · 1 listed address
- 651 Holiday Drive, Pittsburgh
South Carolina · 1 listed address
- 1 Mallett Way, Bluffton
Other business names
Whitaker-Myers Wealth Managers has reported 1 other business name to the SEC.
- Whitaker-Myers Group
Contact and registration details
- Legal name
- Whitaker-Myers Wealth Managers, LTD.
- Headquarters
- 1485 Lexington Ave., Mansfield, OH 44907
- Website
- whitakerwealth.com
- Phone
- 330-345-5000
- @whitaker-myers-wealth-managers
- SEC file
- 801-118404
- Structure
- Ohio LLC
- Fiscal year end
- December
Whitaker-Myers Wealth Managers uses Charles Schwab ($647M, 85%) and Fidelity ($111M, 15%) as custodians for its separately managed accounts. Whitaker-Myers Wealth Managers does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $647M85%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $111M15%
At year end, Whitaker-Myers Wealth Managers’ separately managed accounts were mostly in funds (80%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $599M across 113 positions; the largest are Vaneck ETF Trust (7.5%), Dbx ETF TR (6.5%) and Invesco Exch Traded FD TR II (6.2%).
What the accounts hold
- Stocks10%
- Exchange-traded equities9%
- Non-exchange-traded equities1%
- Funds80%
- Registered funds79%
- Pooled vehicles1%
- Bonds6%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash4%
Reported 13F holdings
- $599M
- Reported 13F value
- 113
- Positions
- 52.9%
- In the 10 largest
- +19.4%
- Value vs. prior quarter
- Vaneck ETF Trust · Mrngstr Wde Moat7.5%
- Dbx ETF TR · Xtrack MSCI Eafe6.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF6.2%
- Invesco Exch Traded FD TR II · S&P 500 Momntm6.0%
- Schwab Strategic TR · US Dividend EQ5.5%
- Vanguard Index Fds · Sml CP Grw ETF4.8%
- Vanguard Index Fds · SM CP Val ETF4.7%
- Invesco Exch Traded FD TR II · S&P Intl Momnt4.4%
- iShares TR · Rus MD CP GR ETF3.8%
- Vanguard Instl Index FD · 0 3 MO TR BI ETF3.7%
Together, the ten largest are 52.9% of reported value.
How many clients does Whitaker-Myers Wealth Managers have?
Whitaker-Myers Wealth Managers has 3,458 clients and manages $851 million for them, as of June 2026. They include 3,255 individual clients, 167 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026
What services does Whitaker-Myers Wealth Managers offer?
Whitaker-Myers Wealth Managers provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Whitaker-Myers Wealth Managers charge?
Whitaker-Myers Wealth Managers charges 0.50%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is negotiable.
Source: ADV PART 2A-WHITAKER-MYERS WEALTH MANAGERS, LTD., filed 2 June 2026
Which custodians does Whitaker-Myers Wealth Managers use?
Whitaker-Myers Wealth Managers’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $647M and Fidelity Brokerage Services LLC (Smithfield, RI), with $111M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026
How many financial advisors does Whitaker-Myers Wealth Managers have?
Whitaker-Myers Wealth Managers has 16 investment adviser representatives registered with state securities authorities, out of 30 employees, and 10 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Whitaker-Myers Wealth Managers invest in?
At the end of its last fiscal year, Whitaker-Myers Wealth Managers’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 4% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities, 1% state and local bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Whitaker-Myers Wealth Managers?
Whitaker-Myers Wealth Managers’ direct owners are John-Mark Young, Matthew Harris, Chris Vanderzyden, Ryan Emmons and Seth Buckwalter, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 June 2026
How does Whitaker-Myers Wealth Managers get paid?
Whitaker-Myers Wealth Managers is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Whitaker-Myers Wealth Managers registered with the SEC?
Yes, Whitaker-Myers Wealth Managers has been registered with the SEC as an investment adviser since 9 April 2020. Its CRD number is 286093 and its SEC file number is 801-118404.
Source: Form ADV Part 1A, Item 1, filed 2 June 2026; IAPD firm record
How do I contact Whitaker-Myers Wealth Managers?
Whitaker-Myers Wealth Managers’ main office is at 1485 Lexington Ave., Mansfield, OH 44907. Its phone number is 330-345-5000. Its website is whitakerwealth.com.