Matthew Harris
Matthew Harris is a registered investment advisor at Whitaker-Myers Wealth Managers, LTD., based in Mansfield, OH, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,237 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1485 Lexington Ave., Mansfield, OH, 44907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a registered investment advisor and part owner of Whitaker-Myers Wealth Managers, dedicating full-time hours to this role. He also works as an insurance agent for Whitaker-Myers Benefit Plans and sells insurance products, spending about 10-20% of his time on these activities. Finally, Matthew is CFO for Trifecta Tickets, LLC, spending minimal time on this.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Whitaker-Myers Wealth Managers, LTD.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.