CAPITAL ADVISORY SERVICES, LLC
West Chester, OH
AUM
$90.3M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(513) 942-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
TOTAL FINANCIAL MANAGEMENT, LLC
Poland, OH
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(330) 707-1919
EQUITTA ADVISORS LLC
Milford, OH
AUM
$89.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-369-3961
APPALOOSA WEALTH MANAGEMENT LLC
Independence, OH
AUM
$88.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
216-573-3725
RIVER WEALTH MANAGEMENT LLC
Medina, OH
AUM
$86.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-600-8175
BOLLIN WEALTH MANAGEMENT, LLC
Perrysburg, OH
AUM
$86.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
419-878-3934
HUFFMAN WEALTH MANAGEMENT
Cincinnati, OH
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
513-866-5800
KEDZIOR WEALTH MANAGEMENT LLC
Independence, OH
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(216) 264-4395
DEFIANT FINANCIAL SERVICES LLC
Westlake, OH
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
440-385-0208
CROSBY ADVISORY GROUP, LLC
Ashland, OH
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(419) 496-0770
PERSONAL FINANCIAL ADVISORS, INC.
Pickerington, OH
AUM
$80.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; FEE BASED ON NET WORTH OF CLIENT
614-837-7000
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
KIRKEY & CO. FINANCIAL ADVISORS, INC.
Hilliard, OH
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-777-5007
PRISM WEALTH MANAGEMENT
Wooster, OH
AUM
$75.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
(330) 804-0123
SKYBOX FINANCIAL GROUP LLC
Middleburg Heights, OH
AUM
$75.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
440-238-6983
WEALTH ACCEL
Centerville, OH
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(937) 949-5254
BUCKEYE WEALTH MANAGEMENT LLC
Westerville, OH
AUM
$72.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
614-839-2090
ISAACS & ASSOCIATES, LLC
Cincinnati, OH
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-474-5102
GREAT LAKES BENEFITS AND WEALTH MANAGEMENT
Sandusky, OH
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
419.626.3900
TRULY PROSPER FINANCIAL PLANNING LLC
Dublin, OH
AUM
$70.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
614-259-7737
GATEWAY ASSET MANAGEMENT, LLC
Independence, OH
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
440-484-3258
CBS FUNDING, INC.
Broadview Heights, OH
AUM
$70.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-717-1604
FIRELANDS WEALTH MANAGEMENT, LLC
Huron, OH
AUM
$70.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
419-616-0092
BUCKEYE WEALTH PARTNERS, LLC
Centerville, OH
AUM
$68.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(937) 434-1790