Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 1 of 9.
2 knights wealth management, llc
pepper pike, OH
365 wealth management group
mason, OH
accent capital management, llc
centerville, OH
accolade asset/liability advisory services
columbus, OH
adaptive financial consulting, llc
beachwood, OH
advanced asset management advisors, inc.
dublin, OH
affinity wealth llc
canton, OH
alan b. lancz & associates, inc.
toledo, OH
alcyon wealth partners
youngstown, OH
align capital partners, lp
shaker heights, OH
allos venture management company, ltd.
cincinnati, OH
alpha asset management
akron, OH
alpha planning and financial services, inc.
solon, OH
american money management corporation ("ammc")
cincinnati, OH
ancora advisors llc
mayfield heights, OH
ancora alternatives llc
cleveland, OH
ancora private wealth advisors, llc
cleveland, OH
ancora retirement plan advisors, llc
cleveland, OH
anderson financial strategies, llc
dayton, OH
antolino wealth advisors
columbus, OH
appalachian capital management
St. Clairsville, OH
ardent capital management, inc.
cincinnati, OH
ardlussa capital, llc
cincinnati, OH
argentarii, llc
cincinnati, OH
artifex financial group, llc
oakwood, OH
atlantis wealth advisors llc
maumee, OH
axim planning & wealth
springboro, OH
b.a. schrock wealth management
wadsworth, OH
bahl & gaynor inc
cincinnati, OH
balance wealth
worthington, OH
balanced wealth group llc
westlake, OH
barnes dennig private wealth management, llc
cincinnati, OH
bartlett & co. wealth management llc
cincinnati, OH
beacon associates wealth management, llc
maumee, OH
beacon capital management, inc.
dayton, OH
beacon financial advisory llc
cleveland, OH
beese fulmer private wealth management
canton, OH
bell city wealth, inc.
hillsboro, OH
benchmark wealth management
cincinnati, OH
birchcreek wealth management, llc
miami township, OH
blake schutter theil wealth advisors, llc
dayton, OH
blue jay financial group, llc
defiance, OH
blue point capital partners llc
cleveland, OH
bluestone private wealth, llc
cleveland, OH
bond tech inc
bellbrook, OH
boyd watterson asset management, llc
cleveland, OH
bps wealth advisors, inc.
canfield, OH
bright path sports partners, llc
cleveland, OH
Frequently Asked Questions
How much does a financial advisor cost in Ohio?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.