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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
ALCYON WEALTH PARTNERS
Youngstown, OH
AUM
$356.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(330) 797-4088
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
EGI FINANCIAL, INC.
Akron, OH
AUM
$348.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
330-374-1932
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
COORDINATED FINANCIAL PLANNING CORP
Cincinnati, OH
AUM
$343.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
513-769-3131
EUKLES ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$341.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
513-977-4799
ELIOS FINANCIAL GROUP, INC.
Westlake, OH
AUM
$331.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
440-617-9100
CAMBRIDGE FINANCIAL GROUP, INC.
Columbus, OH
AUM
$331.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
614-457-1530
SIGNATURE EQUITY PARTNERS, LLC
Columbus, OH
AUM
$330.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
614-846-6000
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
BROWN FINANCIAL ADVISORS, LLC
Milford, OH
AUM
$323.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
513-575-9654
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
GENERATIONS WEALTH, LLC
Cincinnati, OH
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(513) 834-8056
FUTURE FINANCES INC
Columbus, OH
AUM
$304.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-888-7526
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
SPRENG CAPITAL MANAGEMENT, INC.
Bucyrus, OH
AUM
$300.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
419-563-0084
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
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
Upper Arlington, OH
AUM
$299.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-222-4888
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