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Gudorf Financial Group Launches Independent Ria with Charles Schwab as Custodian
- Gudorf Financial Group launched its independent Registered Investment Advisor with Charles Schwab as its custodian, aiming to change retirement planning in the Dayton area.
- The firm shifted to a fee-only fiduciary model that removes third-party constraints to fully control planning, investments, and client outcomes.
- After eight years with Cambridge Investment Research, Gudorf Financial Group became independent to fully control its advisory platform and act as fee-only fiduciaries.
- Charles Schwab supports the firm with custody services and technology while preserving its independence as a financial planner.
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51 Articles
51 Articles
The Berkshire Eagle+50 Reposted by 50 other sources
Dayton, Ohio / Storyteller / Feb 16, 2026 /
Coverage Details
Total News Sources51
Leaning Left5Leaning Right4Center18Last UpdatedBias Distribution67% Center
Bias Distribution
- 67% of the sources are Center
67% Center
L 18%
C 67%
15%
Factuality
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