CONFIANCE, FINANCIAL & INVESTMENT ADVISORS
Cleveland, OH
AUM
$31.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-987-8781
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
ZIMMERMAN ADVISORY GROUP, LLC
Dublin, OH
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
614-571-5058
DEMLAND WEALTH LLC
Defiance, OH
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(419) 990-7526
MFH INVESTMENTS INC.
Dayton, OH
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-271-1467
DINERGY
Cincinnati, OH
AUM
$29.1M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
513-878-0200
SAFE HARBOR WEALTH MANAGEMENT, LLC
Dublin, OH
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
614-760-0670
TCM WEALTH ADVISORS
Fairlawn, OH
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330.836.7000
AUM
$28.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
740-447-5540
WORLD CHOICE SECURITIES, INC.
Columbus, OH
AUM
$26.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
614-436-0231
WELSPIRE LLC
Upper Arlington, OH
AUM
$26.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(614) 745-1696
HUGHES FINANCIAL GROUP, LLC
Perrysburg, OH
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
419-376-9385
APOLLO WEALTH MANAGEMENT
Wooster, OH
AUM
$22.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
330-345-5207
THE DAVENPORT FINANCIAL GROUP, INC.
Dayton, OH
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
937-298-3113
ENTRYPOINT WEALTH MANAGEMENT
Cincinnati, OH
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-203-1414
F2 WEALTH
Cincinnati, OH
AUM
$20.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
513-278-8064
GEORGE FINANCIAL SERVICES
Canton, OH
AUM
$20.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
330-452-8476
ACCESS WEALTH GROUP, LLC
Dublin, OH
AUM
$19.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
614-285-4777
ANDREWS WEALTH MANAGEMENT, LLC
Uniontown, OH
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-644-9000
AUM
$18.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
740-345-0055
CROWE FINANCIAL GROUP LLC
Hillsboro, OH
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-393-8788
DIAMOND EQUITY ADVISORS
Columbus, OH
AUM
$16.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-763-6553
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
440-339-3550
CINCINNATI WEALTH MANAGEMENT, INC.
Cincinnati, OH
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
513-235-9126
ANGART & CO.
Beachwood, OH
AUM
$16.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
216-5344424