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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
PEB CAPITAL MANAGEMENT LLC
Columbus, OH
AUM
$171.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(614) 457-6855
MCCARLEY & COOK FINANCIAL PLANNERS
Cincinnati, OH
AUM
$169.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
513-792-9990
MEYER GATES FINANCIAL ADVISORS, INC
West Chester, OH
AUM
$168.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
937-220-4915
SAFE HARBOR WEALTH ADVISORS, LLC
Dublin, OH
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
614-760-0670
VISION FINANCIAL MANAGEMENT, LLC
Cuyahoga Falls, OH
AUM
$165.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
330-929-9900
BELL CITY WEALTH, INC.
Hillsboro, OH
AUM
$163.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
937-393-3154
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
Columbus, OH
AUM
$163.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
614-543-1350
SHEPHERD WEALTH MANAGEMENT
Cincinnati, OH
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(513) 630-2664
HARDING FINANCIAL GROUP
Westerville, OH
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-515-4722
IRON GATE WEALTH ADVISORS, LLC
Poland, OH
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-953-1396
HDA WEALTH MANAGEMENT, LLC
Poland, OH
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
330-980-0741
RICHWOOD INVESTMENT ADVISORS, LLC
Cincinnati, OH
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(513) 871-0123
GRAVER CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$153.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
614-499-2500
INFINITY WEALTH COUNSEL, LLC
Loveland, OH
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
513-563-3500
ATLANTIS WEALTH ADVISORS LLC
Maumee, OH
AUM
$150.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
419-794-0538
COMPASS FINANCIAL GROUP, INC.
Dublin, OH
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
614-791-0093
PEERLESS WEALTH
Columbus, OH
AUM
$148.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
614-824-2824
RABE INVESTMENT CONSULTING GROUP
Richfield, OH
AUM
$147.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
2167707300
THE WEALTH ADVANTAGE GROUP, INC.
Columbus, OH
AUM
$146.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-459-9000
CHAPMAN & CHAPMAN ADVISORS LLC
Chagrin Falls, OH
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
440-287-7603
EGSI INVESTMENT MANAGEMENT
Dublin, OH
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-526-4118
AUM
$144.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
614-662-4250
GEM-YOUNG WEALTH ADVISORS, LLC
Canfield, OH
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 employees
Clients
251-500
Fees
Percentage of AUM; FEE SPLIT WITH UNDERLYING MANAGER
330-533-6936