Best Financial Advisors in MAUMEE, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$242M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in MAUMEE
#1
100
MUNN WEALTH MANAGEMENT, LLC
MAUMEE, OH · Since 2015
$242M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100
CAMELOT EVENT-DRIVEN ADVISORS, LLC
MAUMEE, OH · Since 2018
$108M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
97
CAMELOT PORTFOLIOS, LLC
MAUMEE, OH · Since 2010
$272M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
97
ATLANTIS WEALTH ADVISORS LLC
MAUMEE, OH · Since 2014
$150M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
TFO WEALTH PARTNERS
MAUMEE, OH · Since 2003
$5.7B AUM55 clientsFee: 0%
FiduciaryFee-Only
#6
95
BEACON ASSOCIATES WEALTH MANAGEMENT, LLC
MAUMEE, OH · Since 2026
$101M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
85
THE RETIREMENT GUYS FORMULA
MAUMEE, OH · Since 2020
$277M AUM7 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MAUMEE?
The median advisory fee in MAUMEE, OH is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.