AUM
$137.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
330-659-3773
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
VANWEELDEN WEALTH MANAGEMENT, LLC
West Chester Township, OH
AUM
$136.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(513) 942-8961
SCHMITT WEALTH ADVISERS, LLC
Cincinnati, OH
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(513) 813-1580
AUM
$134.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(614) 760-9100
BISON WEALTH MANAGEMENT, LLC
Lyndhurst, OH
AUM
$131.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
216-270-4425
LINCOLN DOUGLAS INVESTMENTS, LLC
Mount Vernon, OH
AUM
$130.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
740-397-1397
MESSMER CAPITAL ADVISORS LLC
Milford, OH
AUM
$130.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
740-972-1196
AAN WEALTH ADVISORS LLC
Canton, OH
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(888) 720-0360
SEVEN HILLS CAPITAL ADVISORS
Cincinnati, OH
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
513-515-3135
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
SHEIKH INVESTMENTS, INC.
Columbus, OH
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-824-4652
ODA AND COMPANY, INC.
Medina, OH
AUM
$125.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-725-8911
DEMERS FINANCIAL PLANNING
Columbus, OH
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
614-451-4505
EVANS WEALTH MANAGEMENT
Gallipolis, OH
AUM
$122.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
740-446-4200
GUDORF FINANCIAL GROUP, LLC
Dayton, OH
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(937) 898-5430
VAN WINKLE WEALTH MANAGEMENT GROUP LLC
Newark, OH
AUM
$120.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740-366-1110
WESTERN RESERVE CAPITAL MANAGEMENT, LLC
Hudson, OH
AUM
$120.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
330-655-1543
COX & COOK WEALTH ADVISORS
Dublin, OH
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
614-764-2366
INDEPENDENCE CAPITAL CO., INC.
Parma, OH
AUM
$118.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
440-888-7000
WURZ FINANCIAL SERVICES, LLC
Holland, OH
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
859-291-9879
CAPSTONE WEALTH PARTNERS
Dublin, OH
AUM
$114.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 754-7805
QUEEN CITY CAPITAL MANAGEMENT, LLC
Cincinnati, OH
AUM
$114.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(513) 721-6089
DEETER ADVISORY GROUP, LLC
Terrace Park, OH
AUM
$114.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
513-289-5056
BLUE JAY FINANCIAL GROUP, LLC
Defiance, OH
AUM
$113.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-785-4525