How many financial advisors are in Mason, Ohio?

Falists lists 7 registered investment advisers with a principal office or filing address in Mason, Ohio, based on public SEC IAPD data.

How do financial advisors in Mason charge fees?

Fee structures vary by firm. In Mason, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Mason?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Ohio · 7 advisers

Financial Advisors in Mason, Ohio

Looking for a financial advisor in Mason, Ohio? Falists indexes 7 SEC-registered and state-registered investment advisers in Mason — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $24.33B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$24.33B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts4 Retirement2 Institutional1

Top advisors in Mason

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

MATSON MONEY, INC.

Mason, OH

AUM

$24.33B

Wealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

—

Fees

Percentage of AUM; SEE DESCRIPTION IN MISC. SECTION

513-204-8000

Full profile Visit site →

365 WEALTH MANAGEMENT GROUP

Mason, OH

AUM

$186.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

513-880-0002

Full profile Visit site →

RETIRE RIGHT WEALTH MANAGEMENT

Mason, OH

AUM

$60.0M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

5137229222

Full profile Visit site →

RETIREMENT PLANNING GROUP, LLC

Mason, OH

AUM

$2.4M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

513-587-4765

Full profile Visit site →

MATSON CAPITAL LLC

Mason, OH

AUM

—

Financial Planning

Team

4 advisors

Clients

Fees

Percentage of AUM

(513) 204-8084

Full profile Visit site →

RISKNEUTRAL, LLC

Mason, OH

AUM

$20.0M

Team

1 advisors

Clients

—

Fees

Performance-based fees

513-792-2219

Full profileNo website

SOUND ASSET MANAGEMENT, INC.

Mason, OH

AUM

$15.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

513-755-8297

Full profileNo website

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Common questions

How many financial advisors are in Mason, Ohio?: 7 registered investment advisers are listed in our Mason directory, sourced from public SEC filings.
What types of advisors are in Mason?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Mason?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.