LINDAHL & MANSAGER INC
Fairlawn, OH
AUM
$213.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
330-665-0655
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
DBK FINANCIAL COUNSEL, LLC
Cuyahoga Falls, OH
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-923-3038
Full profileNo website
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
216-292-5700
Full profileNo website
SKA FINANCIAL SERVICES,INC.
Fairview Park, OH
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
440-734-3200
Full profileNo website
MONETARY SOLUTIONS, LTD.
Dayton, OH
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-297-1140
Full profileNo website
STRONG INVESTMENT MANAGEMENT, LLC
Canton, OH
AUM
$111.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-492-4470
Full profileNo website
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
216-436-3637
Full profileNo website
FERRARO WEALTH MANAGEMENT, LLC
Dublin, OH
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
614 783 1051
Full profileNo website
BORLAND MARKER
Dayton, OH
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
937-434-7736
Full profileNo website
MOY INVESTMENT MANAGEMENT, LLC
Cincinnati, OH
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-247-6102
Full profileNo website
COYNE CAPITAL MANAGEMENT, LLC
Westlake, OH
AUM
$76.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
440-360-7422
Full profileNo website
G. EARL MOWREY & CO., L.L.C
Youngstown, OH
AUM
$41.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-759-3444
Full profileNo website
SAMUELS FINANCIAL SERVICES, INC.
Youngstown, OH
AUM
$33.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Commissions
330-726-5921
Full profileNo website
EHMLI INVESTMENT ADVISORS LLC
Dayton, OH
AUM
$30.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
937-312-9699
Full profileNo website
MANDEL FINANCIAL SERVICES
Cincinnati, OH
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-441-4025
Full profileNo website
PRESTIGE WEALTH MANAGEMENT LLC
Strongsville, OH
AUM
$26.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(440) 846-9170
Full profileNo website
LYNCH RETIREMENT ADVISORS, LLC.
Canal Winchester, OH
AUM
$19.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
614-578-5066
Full profileNo website
EFS WEALTH MANAGEMENT LLC
Columbus, OH
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
614.536.0222
Full profileNo website
KOSMIN WEALTH MANAGEMENT
Beachwood, OH
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-595-1995
Full profileNo website
FSC ADVISORS LLC
North Canton, OH
AUM
$17.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
330-494-8824
Full profileNo website
DODOK WEALTH AND INVESTMENT ADVISORS LLC
Dayton, OH
AUM
$15.4M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
937-938-6842
Full profileNo website
SOUND ASSET MANAGEMENT, INC.
Mason, OH
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
513-755-8297
Full profileNo website
TISHY FINANCIAL LLC
West Chester, OH
AUM
$14.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-953-9338
Full profileNo website
INTEGRATED FINANCIAL RESOURCES, INC.
Toledo, OH
AUM
$11.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
419-842-1505
Full profileNo website