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The fee is negotiable.","source":"ADV PART 2A-WHITAKER-MYERS WEALTH MANAGERS, LTD., filed 2 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Whitaker-Myers Wealth Managers use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Whitaker-Myers Wealth Managers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Whitaker-Myers Wealth Managers invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Whitaker-Myers Wealth Managers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Whitaker-Myers Wealth Managers get paid?","answer":"Whitaker-Myers Wealth Managers is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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