ATHLETES FINANCIAL ADVISERS, LLC
Westlake, OH
AUM
$67.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
949-776-3310
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
ZENITH ADVISORY GROUP, LLC
Centerville, OH
AUM
$65.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
937-312-8171
MCCOLLUM INVESTMENT ADVISORS
Dayton, OH
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
937-435-7070
HYLAND WEALTH MANAGEMENT LLC
Green, OH
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
330-800-0353
NEW LEGACY FINANCIAL GROUP, LLC
Smithville, OH
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-669-2080
INFRESH, INC.
Findlay, OH
AUM
$62.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(419) 434-0838
PATRIOT ASSET ADVISORS, LLC
Pataskala, OH
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
614-944-5225
INTENTIONAL WEALTH PARTNERS
Cleveland, OH
AUM
$60.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(440) 545-1001
SWS ADVISORS, INC.
Columbus, OH
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-438-5300
ARD ADVISORY SERVICES, LLC
Dublin, OH
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-602-6506
SPINNAKER FINANCIAL GROUP, LLC
Independence, OH
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-615-4101
ELEVATION FINANCIAL PARTNERS, LLC
Westerville, OH
AUM
$58.7M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
614-888-2222
AMFG WEALTH MANAGEMENT LLC
Westlake, OH
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(440) 249-0397
NOTTINGHILL INVESTMENT ADVISERS, LTD
Cincinnati, OH
AUM
$57.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
513-624-3000
ONCENTER FINANCIAL ADVISORS LLC
Beachwood, OH
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(216) 296-7373
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
Cincinnati, OH
AUM
$53.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
513-241-2110
YFP WEALTH
New Albany, OH
AUM
$53.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-618-5901
WALDEN FINANCIAL
Granville, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-517-1687
FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
Olmsted Falls, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-235-0310
ONE BRICK CAPITAL, LLC
Columbus, OH
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
614-5309733
PARALLEL EQUITY ADVISORS LTD.
Dublin, OH
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-354-5452
TRUE NORTH FINANCIAL ADVISORS, LLC
Hilliard, OH
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
6142053389
NORTHPOINT FINANCIAL PLANNING LLC
Delaware, OH
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
740-513-7968
CLEVELAND RETIREMENT PLANNING LLC
Westlake, OH
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-801-4874