INVEST CAPITAL PARTNERS
Springboro, OH
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-557-3200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH, SPRINGBORO
5 advisers found
KIPLINGER WEALTH ADVISORS
Springboro, OH
AUM
$261.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
937-886-1442
MCCARTHY WEALTH & TAX ADVISORS
Springboro, OH
AUM
$202.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
937-748-4765
AXIM PLANNING & WEALTH
Springboro, OH
AUM
$127.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
937-291-2060
FINANCIAL COUNSELING, INC.
Springboro, OH
AUM
$100.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-748-8710