Fee-only adviser · Canton, OH
Buckeye Financial Solutions, Inc.
Buckeye Financial Solutions, Inc. is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Canton, Ohio. On its latest Form ADV, filed March 31, 2026, it reports $96M in regulatory assets under management, 86 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 130404 |
| Office | 3730 Whipple Ave, NW Suite 300 Canton, OH 44718 |
| Phone | (330) 244-8600 |
| Website | www.buckeyefinancialsolutions.com |
| Regulatory assets under management | $96M ($76M discretionary) |
| Individual clients | 58 non-high-net-worth, 28 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Canton
- Beese Fulmer Private Wealth Management $2.1B
- Strong Investment Management, LLC $112M
- T.t.g. Financial, Inc. $194M
- Harvest Advisors, LLC $33M
- Clarion River Adventures, LLC $13M
- Nickelplate Financial LLC $17M
See all 9 fee-only advisers in Canton →
Nearby
- North Canton 2 firms
- Green 1 firm
- Uniontown 3 firms
- Canal Fulton 1 firm
- Copley 1 firm
- Wadsworth 1 firm
- Cuyahoga Falls 1 firm
- Stow 1 firm
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