SCHULER WEALTH PLANNING LLC
Columbus, OH
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
614-454-1768
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
82 advisers found
PHYSICIANS WEALTH SOLUTIONS, LLC
Columbus, OH
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
740-417-4160
SKY VISION WEALTH, LLC
Columbus, OH
AUM
$35.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-412-8737
TRENDCALC DYNAMICS
Columbus, OH
AUM
$35.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
614-300-7390
WORLD CHOICE SECURITIES, INC.
Columbus, OH
AUM
$26.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
614-436-0231
DIAMOND EQUITY ADVISORS
Columbus, OH
AUM
$16.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-763-6553
MILESTONE WEALTH STRATEGIES
Columbus, OH
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
614-361-5559
KURFEES CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
6148599834
TRICORD WEALTH ADVISORS
Columbus, OH
AUM
$7.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-436-1658
ORGANIC WEALTH, LLC
Columbus, OH
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-412-4611
KIPI FINANCIAL PLANNING LLC
Columbus, OH
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
614-401-6444
CME FINANCIAL SERVICES, LLC
Columbus, OH
AUM
—
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(614) 396-4612
GRANT STREET WEALTH MANAGEMENT, LTD.
Columbus, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-766-3621
MONEYFLUENT
Columbus, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(614) 245-5484
NATIONWIDE SECURITIES, LLC
Columbus, OH
AUM
—
Financial PlanningWealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM
888-753-7364
PARTNERSHIP FINANCIAL, LLC
Columbus, OH
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Fixed fees; INCOME BASED FEE
614-328-9319
THE HENDRICKSON ADVISORY GROUP, INC.
Columbus, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614-459-6196
NATIONWIDE INVESTMENT ADVISORS, LLC
Columbus, OH
AUM
$16.73B
Wealth MgmtRetirementInstitutional
Team
316 advisors
Clients
—
Fees
Percentage of AUM
614-435-8371
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