KIPLINGER WEALTH ADVISORS
Springboro, OH
AUM
$261.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
937-886-1442
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
RIDGELINE WEALTH PLANNING LLC
Centerville, OH
AUM
$259.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(937)-739-3744
SHAKER INVESTMENTS
Beachwood, OH
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
216-292-2950
TUDOR FINANCIAL, INC.
Dayton, OH
AUM
$256.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-439-9292
INTEGRATED WEALTH MANAGEMENT, INC.
Uniontown, OH
AUM
$254.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
330-896-1644
ENDEAVOR WEALTH ADVISORS, LLC
Pepper Pike, OH
AUM
$252.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
216-373-0808
MICHAEL BRADY & CO., LLC
Westlake, OH
AUM
$248.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
440-235-2100
MUNN WEALTH MANAGEMENT, LLC
Maumee, OH
AUM
$242.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
419-794-0536
LIGHTHOUSE WEALTH MANAGEMENT, INC.
Ashland, OH
AUM
$237.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
419-496-0016
NVEST WEALTH STRATEGIES, INC.
Powell, OH
AUM
$236.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
614-389-4646
CREW CAPITAL MANAGEMENT, LTD.
Cincinnati, OH
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-245-2620
FOUNTAIN SQUARE ASSET MANAGEMENT
Cincinnati, OH
AUM
$233.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
513-984-9111
SUMMIT FINANCIAL ADVISORS, INC.
Middletown, OH
AUM
$232.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
513-424-6300
RIGHTWEALTH ADVISORS, LLC
Miamisburg, OH
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
937-859-9800
STRUCTURED WEALTH MANAGEMENT, INC.
Toledo, OH
AUM
$226.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; PLAN FEE
419-517-1227
POLARIS FINANCIAL PARTNERS, LLC
Westerville, OH
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-901-3400
EDGEWATER PRO SPORTS FINANCIAL
Avon, OH
AUM
$225.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
440-934-2195
BOND TECH INC
Bellbrook, OH
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-836-3991
JERICHO FINANCIAL
Westerville, OH
AUM
$220.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(614) 948-0039
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
Brookville, OH
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-833-4043
AFFINITY WEALTH LLC
Canton, OH
AUM
$217.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(330) 526-8412
KINETIC WEALTH INVESTMENT ADVISORS, LLC
Westlake, OH
AUM
$214.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-250-9500
OBJECTIVE CAPITAL MANAGEMENT, LLC
Fairlawn, OH
AUM
$214.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
216-468-1231
SIGNAL TREE FINANCIAL PARTNERS LLC
Copley, OH
AUM
$213.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(330) 590-5937