Saylor Wealth Strategies

What Saylor Wealth Strategies does

Saylor Wealth Strategies is a privately held, founder-owned independent financial advisory firm headquartered in downtown Coshocton, Ohio, with a secondary office in Newcomerstown. Founded in 2016 by Arthur Saylor (a financial professional since 2003 and the firm's sole named advisor), the firm provides Financial Planning, Legacy Planning, and Insurance Services to individuals and small business owners in Ohio, Florida, Texas, and Kentucky. The firm operates a horizontal segmentation model across retirement planners, legacy planners, insurance buyers, and small-business/family savers, with a $5,000 minimum account size and free initial consultations conducted directly by Art Saylor.

The firm does not operate proprietary technology. Client accounts are processed through the Cambridge Investment Research broker-dealer and RIA platforms, and clients access statements, tax documents, and trade confirmations via the NetXInvestor portal (powered by Pershing). The Cambridge affiliation is foundational: it provides access to non-proprietary products (mutual funds, life insurance, wrap-fee programs), compliance infrastructure, practice management support, and the ability to deliver unbiased (non-proprietary) investment advice. Marketing is executed through a content blog authored by Arthur J. Saylor, a Facebook presence, and direct outreach via phone, email, and website contact forms.

Revenue is generated through six fee structures: asset-based fees (percentage of AUM, ongoing), fixed fees (one-time or recurring), hourly fees (aggregate hours billed), set-up fees (one-time at account opening), program/wrap fees (inclusive of custodial, trading, and strategist fees), and commission compensation on securities and insurance products. Distribution is sales-led and locally rooted, with geographic expansion limited to four U.S. states and the team consisting of three publicly identified members despite firmographic headcount stated at 11-50.

Name

Saylor Wealth Strategies

Legal name

Saylor Wealth Strategies, LLC

Website

https://saylorwealth.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Saylor Wealth Strategies is an independent, founder-owned financial advisory firm in Coshocton, Ohio, offering financial planning, legacy planning, and insurance services to individuals and small business owners in Ohio, Florida, Texas, and Kentucky.

Ownership category

akta.pro rank

Headquarters

HQ city

Coshocton

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Asset-Based Fees: Percentage-based fees charged on all assets in client accounts on an ongoing basis. The more assets in the account, the more the client pays.
2. Fixed Fees: Set amount charged either one-time or on an ongoing basis for specified services.
3. Hourly Fees: Set amount based on aggregate number of hours of service provided.
4. Set-Up Fees: One-time set amount charged when opening new accounts or establishing services.
5. Program/Wrap Fees: Inclusive wrap fees including asset-based fees, custodial and trading fees, strategist fees, and set-up fees charged on an ongoing basis.
6. Commission Compensation: Financial professionals receive fees based on transactions and product sales, in addition to advisory fees. Securities and insurance products sold through Cambridge Investment Research.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Saylor Wealth Strategies is an independent financial advisory firm that delivers personalized financial planning, legacy/estate planning, and insurance advisory services to individual clients and families. The firm, led by founder Arthur Saylor and operating through Cambridge Investment Research, evaluates clients' current financial state, builds customized investment portfolios, and provides ongoing monitoring and advice across cash flow, retirement income, and beneficiary planning.

Product overview

Saylor Wealth Strategies is an independent financial advisory firm offering a unified suite of advisory services centered around three core offerings: Financial Planning, Legacy Planning, and Insurance Services. The firm operates as a service-based business rather than a software product company. Financial Planning evaluates clients' current financial state and creates customized investment portfolios. Legacy Planning provides strategies for estate and beneficiary asset maximization. Insurance Services helps clients navigate health, life, property and casualty insurance options. These services are delivered through a consultative process involving initial consultation, personalized financial plan development, and ongoing portfolio management, all provided by Principal Arthur Saylor and supported by Cambridge Investment Research as their broker-dealer partner.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Evaluates the client's current income and future financial state and creates a customized investment portfolio intended to support a brighter financial future, from early-stage savers through near-retirees.
• Legacy Planning Provides a sound financial strategy designed to ensure beneficiaries can obtain maximum assets from an estate, supporting estate transfer and beneficiary planning.
• Insurance Services Helps clients explore insurance options including health, life, property and casualty coverage, coordinated with their broader financial and legacy plans.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Ameriprise Financial: Large national financial advisory firm with a vast advisor network offering financial planning, retirement, legacy, and insurance services. Comparable to Saylor in product breadth but vastly larger in scale, headcount, and geographic reach.
• Edward Jones: Main Street-oriented wealth management franchise with thousands of branch offices in small and mid-sized U.S. communities. Closely comparable in its community-embedded, holistic advisory approach and retirement/legacy planning focus.
• Waddell & Reed Financial: Diversified wealth management and investment firm serving individual investors with financial planning, retirement, and advisory services. Comparable as a mid-sized player in financial planning and advisory for retail clients.
• Northwestern Mutual: Large U.S. financial services mutual company offering holistic financial planning, life insurance, and investment advisory. Comparable in its integrated planning-plus-insurance value proposition and long-term advisor-client relationships.
• Raymond James Financial: Diversified financial services holding company with an independent advisor channel offering wealth management, retirement, and insurance planning. Comparable as a hybrid independent/broker-dealer RIA model serving individual clients.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors with custody, compliance, and product access. Directly comparable to Saylor's relationship with Cambridge, just at vastly larger scale.
• Schwab Wealth Advisory: Charles Schwab's managed-account and advisor-led wealth advisory service. Comparable as a fee-based, goals-based wealth management offering for retail and mass-affluent clients, but with vastly greater scale and digital infrastructure.

Others

• Cambridge Investment Research: Independent broker-dealer and RIA platform partner to Saylor. Comparable in business model (independent advisor support, non-proprietary products) but functions primarily as a service provider to firms like Saylor rather than a direct competitor to retail clients.

Direct peers

• Mariner Wealth Advisors: National independent RIA offering comprehensive financial planning, estate, tax, and insurance services to individuals and families. Comparable as a multi-service independent advisory firm, though at much larger scale following acquisitions.

Emerging players

• Vanguard Personal Advisor Services: Hybrid digital advisory service combining automated portfolios with human advisor access at low fees. Comparable to Saylor in serving mass-affluent clients needing retirement and wealth planning, but competes on cost and technology rather than local relationship.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/saylorwealthstrategies
• LinkedInlinkedin.com/company/saylor-wealth-strategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Saylor Wealth Strategies