FILLMORE CAPITAL PARTNERS, LLC
Powell, OH
AUM
$247.1M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
614-781-1420
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
NVEST WEALTH STRATEGIES, INC.
Powell, OH
AUM
$236.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
614-389-4646
SHUTTLEWORTH & COMPANY
Powell, OH
AUM
$173.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-760-7738
CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
Powell, OH
AUM
$79.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-485-0803