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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
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
AUM
$112.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
440-519-0300
COLBURN WEALTH MANAGEMENT, LLC
Grove City, OH
AUM
$111.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
740.831.4004
AUM
$111.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
440-442-4483
KLOPP INVESTMENT MANAGEMENT LLC
Cleveland, OH
AUM
$110.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-566-1100
LYNCH FINANCIAL GROUP
Dublin, OH
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614-791-8884
FINISH WELL RIA LLC
Columbus, OH
AUM
$109.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Fixed fees
(833) 397-3847
JRP CAPITAL CORP
Dublin, OH
AUM
$108.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
614-559-2261
NYE WEALTH MANAGEMENT LLC
Hudson, OH
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(330) 656-0007
WESTPOINT WEALTH MANAGEMENT, LLC
Berea, OH
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
216-4344055
FIKE ADVISORS, LLC
Wooster, OH
AUM
$104.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-264-1100
S.C. THOMAS & ASSOCIATES, CPA, LLC
Medina, OH
AUM
$104.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
330-725-3162
ALEXANDER FINANCIAL PLANNING, INC.
Columbus, OH
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614-538-1600
PHILLIPS WEALTH MANAGEMENT LLC
Pickerington, OH
AUM
$102.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
614-254-6034
OMEGA WEALTH PRIVATE CAPITAL LLC
Cincinnati, OH
AUM
$102.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
513-657-1072
BEACON ASSOCIATES WEALTH MANAGEMENT, LLC
Maumee, OH
AUM
$101.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
419-482-0280
FC WEALTH SOLUTIONS LLC
Westerville, OH
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 212-1015
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
FAITH FINANCIAL ADVISORS, INC.
Loveland, OH
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
513-644-3238
BUCKEYE FINANCIAL SOLUTIONS, INC.
Canton, OH
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
330-244-8600