KANU ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(513) 769-2700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
PHILIPP CAPITAL ADVISORS
Beachwood, OH
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(216) 202-5491
LIFETIME FINANCIAL ADVISORS LLC
Wooster, OH
AUM
$14.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-264-8580
HAWK100
Dublin, OH
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-791-4295
CCF ADVISORS LLC
Rocky River, OH
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
440-253-2077
VICTORY FINANCIAL SERVICES LLC
Medina, OH
AUM
$13.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-331-4447
DUNPHY WEALTH MANAGEMENT, INC.
Cincinnati, OH
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
513-232-6333
GROSS INVESTMENTS LLC
Valley City, OH
AUM
$13.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
216-644-6957
CLARION RIVER ADVENTURES, LLC
Canton, OH
AUM
$13.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(330) 418-4170
MACINO FINANCIAL, LLC
Holland, OH
AUM
$12.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-491-0909
PROVIDENCE FINANCIAL SERVICES, LLC
Rocky River, OH
AUM
$12.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
440-333-1393
MILESTONE WEALTH STRATEGIES
Columbus, OH
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
614-361-5559
TAVCO FINANCIAL ADVISORY, INC
Springfield, OH
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
937-399-8415
SUMMIT INVESTMENTS AND FINANCIAL PLANNING
Uniontown, OH
AUM
$10.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
3302564283
PECK & ASSOCIATES, LLC
Independence, OH
AUM
$8.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-520-1323
KLD WEALTH MANAGEMENT
Lebanon, OH
AUM
$8.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(937) 404-5180
KURFEES CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
6148599834
TRICORD WEALTH ADVISORS
Columbus, OH
AUM
$7.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-436-1658
COLETTA CAPITAL, LLC
Westlake, OH
AUM
$7.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
440-641-0153
ADVOCATE WEALTH SOLUTIONS
Dublin, OH
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614.408.0004
GREAT LAKES RETIREMENT PLANNING LLC
Cleveland, OH
AUM
$6.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-230-4643
ORGANIC WEALTH, LLC
Columbus, OH
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-412-4611
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
Toledo, OH
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
419-531-2414
NEXTGEN WEALTH DEFENSE LLC
Lorain, OH
AUM
$5.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(440) 890-2026