RETIREMENT PLANNING GROUP, LLC
Mason, OH
AUM
$2.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-587-4765
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
STRAIT DIRECTION WEALTH MANAGEMENT
Lyndhurst, OH
AUM
$2.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
216-331-2163
APRICITY FINANCIAL PLANNING
Whitehouse, OH
AUM
$1.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
419-825-6161
VIRGIL WEALTH ADVISORY
Cincinnati, OH
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-334-7054
DORSEY GROOMES WEALTH MANAGEMENT
Dublin, OH
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-300-0549
WROUGHT IRON FINANCIAL LLC
Canal Fulton, OH
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
330-258-2548
JIM EARL FINANCIAL
Warren, OH
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-240-0846
TONJES FINANCIAL GROUP
Findlay, OH
AUM
$457K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
4194237797
JFJ ADVISORY SERVICES LLC
Morrow, OH
AUM
$76K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
3307528500
FIREFLY WEALTH MANAGEMENT
Cleveland, OH
AUM
$65K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-285-1140
AUM
$24K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
330-703-7644
CANDELA FINANCIAL
Toledo, OH
AUM
$21K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-299-6842
AI STOCK PROPHET, LLC
Akron, OH
AUM
$0
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Fixed fees; SUBSCRIPTION FEE (NON-REFUNDABLE)
786-292-8649
ALDA ADVISORS, INC.
Fairlawn, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
330-665-4111
ALLOS VENTURE MANAGEMENT COMPANY, LTD.
Cincinnati, OH
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
317-275-6800
ARCADIA FINANCIAL PARTNERS, LLC
Pickerington, OH
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
6149539110
ARVEN WEALTH MANAGEMENT LLC
Hillsboro, OH
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
937-402-6231
BRICKER FINANCIAL
Marblehead, OH
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
330-708-9208
BROOKSIDE FINANCIAL ADVISORS, LLC
Parma, OH
AUM
$0
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
440-886-3550
CAPITAL INVESTORS ADVISORY CORPORATION
Dublin, OH
AUM
—
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
614 224-6828
CHAGRIN VALLEY LEGACY ADVISORS, LLC
Chagrin Falls, OH
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
440 539 4582