DEAN FINANCIAL SERVICES
Beavercreek, OH
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
937-222-9531
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OH
314 advisers found
JPS FINANCIAL, LLC
Westlake, OH
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-899-6350
KLEINFELDER CAPITAL, INC.
Cincinnati, OH
AUM
$376.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(513) 808-9700
WARTHER PRIVATE WEALTH
Akron, OH
AUM
$371.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-867-6999
REBEL FINANCIAL, LLC
Groveport, OH
AUM
$370.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
614-441-9605
CROAK CAPITAL
Toledo, OH
AUM
$363.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
419-464-7000
LECLAIR WEALTH PARTNERS
Dublin, OH
AUM
$363.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-277-5704
PRESPER FINANCIAL ARCHITECTS, LLC
Akron, OH
AUM
$362.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-253-6000
JESSUP WEALTH MANAGEMENT
Dayton, OH
AUM
$360.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(937) 938-9105
FOURTH DIMENSION WEALTH, LLC
Middleburg Heights, OH
AUM
$356.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
440-664-4045
HICKS CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$344.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-944-5210
KELLETT WEALTH ADVISORS, LLC
Cincinnati, OH
AUM
$344.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
513-554-1472
EUKLES ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$341.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
513-977-4799
CAMBRIDGE FINANCIAL GROUP, INC.
Columbus, OH
AUM
$331.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
614-457-1530
ARTIFEX FINANCIAL GROUP, LLC
Oakwood, OH
AUM
$328.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
855-752-6644
ARDENT CAPITAL MANAGEMENT, INC.
Cincinnati, OH
AUM
$327.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
513-831-9393
KAPSTONE FINANCIAL ADVISORS LLC
Lebanon, OH
AUM
$322.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(937) 751-1000
SWISHER FINANCIAL CONCEPTS, INC.
Westerville, OH
AUM
$317.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
614-890-1930
HORTER INVESTMENT MANAGEMENT, LLC
Cincinnati, OH
AUM
$314.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-984-9933
SIMS INVESTMENT MANAGEMENT LLC
Cincinnati, OH
AUM
$304.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
513-278-7467
BIRCHCREEK WEALTH MANAGEMENT, LLC
Miami Township, OH
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(937) 567-0646
GATEPASS CAPITAL, LLC
Independence, OH
AUM
$299.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
833-428-3727
RESOLUTE WEALTH ADVISOR, INC.
Findlay, OH
AUM
$293.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
419-422-4400
NORTH STAR ADVISORY GROUP, LLC
Beachwood, OH
AUM
$289.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
216-202-0202