Fee-only adviser · Canton, OH
Nickelplate Financial LLC
Nickelplate Financial LLC 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 July 31, 2026, it reports $17M in regulatory assets under management, 54 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 | 284347 |
| Office | 4429 Fulton DR NW Suite 220 Canton, OH 44718 |
| Phone | (330) 526-8037 |
| Website | www.nickelplatefinancial.com |
| Regulatory assets under management | $17M |
| Individual clients | 50 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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
- Buckeye Financial Solutions, Inc. $96M
- Clarion River Adventures, LLC $13M
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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