CANOPY PARTNERS
Cincinnati, OH
AUM
$869.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-766-3770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
VANTAGE FINANCIAL GROUP, INC.
Cleveland, OH
AUM
$866.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-642-7878
TSG ADVICE PARTNERS, LLC
Columbus, OH
AUM
$866.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(614) 697-2750
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Mansfield, OH
AUM
$850.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(330) 345-5000
LAKERIDGE WEALTH MANAGEMENT LLC
Mentor, OH
AUM
$805.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(440) 510-1901
TEMPO WEALTH
Independence, OH
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
440-568-3676
G2 CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$756.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(614) 484-1400
WALLER FINANCIAL PLANNING GROUP, INC.
Columbus, OH
AUM
$747.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
614-457-7026
JOHN E. SESTINA AND COMPANY
Columbus, OH
AUM
$744.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
614.326.3077
FINANCIAL MANAGEMENT STRATEGIES, INC.
Broadview Hts., OH
AUM
$714.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
216-642-1099
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
Westerville, OH
AUM
$709.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 591-4515
THOR WEALTH MANAGEMENT INC
Cincinnati, OH
AUM
$678.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-271-6777
ROCKPORT WEALTH ADVISORS
Fairview Park, OH
AUM
$676.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(216) 226-4560
DEMMING FINANCIAL SERVICES CORP.
Aurora, OH
AUM
$675.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-562-2122
HARVEST FINANCIAL ADVISORS, LLC
West Chester, OH
AUM
$671.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
513-779-3030
TRINITY FINANCIAL ADVISORS LLC
Columbus, OH
AUM
$670.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
614-848-7667
PEAK RETIREMENT PLANNING, INC.
Columbus, OH
AUM
$631.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(614) 500-4121
CORNERSTONE WEALTH MANAGEMENT
Westlake, OH
AUM
$628.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
440-899-4000
KEELER & NADLER FAMILY WEALTH
Dublin, OH
AUM
$609.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
614-791-4123
HERITAGE WEALTH ADVISORS
Cincinnati, OH
AUM
$604.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-440-5475
GERBER, LLC
Columbus, OH
AUM
$592.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
614-431-4343
CONSOLIDATED FINANCIAL
Dublin, OH
AUM
$588.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
614-932-0000
KEIDAN FINANCIAL CONSULTANTS LLC
Columbus, OH
AUM
$574.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
614-469-5003
PRASAD WEALTH PARTNERS
Independence, OH
AUM
$572.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
216-313-9999