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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
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
MDH INVESTMENT MANAGEMENT, INC.
East Liverpool, OH
AUM
$76.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
330.386.4452
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
GREENPORT FINANCIAL ADVISERS INC.
North Canton, OH
AUM
$72.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(330) 433-1800
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
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
JULIUS ARTHUR SEIBERT & COMPANY, LLC
Cincinnati, OH
AUM
$65.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(513) 277-0916
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