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Filter by name, location, or specialty. All data from public SEC filings.

Showing Trusts & Estates advisors in OH

572 advisers found

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

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

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

SCHEAR CAPITAL, INC.

Cincinnati, OH

AUM

$12.2M

Trusts & Estates

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

513-984-5700

Full profileNo website

GJW INVESTMENT ADVISER LLC

Medina, OH

AUM

$5.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

330-723-7241

Full profileNo website

ULTRA ADVISORS LLC

Lyndhurst, OH

AUM

$2.7M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

0

Fees

Percentage of AUM

216-906-2929

Full profileNo website
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