Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 2 of 9.
brilliant advice, llc
cincinnati, OH
brixey & meyer capital llc
cincinnati, OH
broadleaf partners, llc
hudson, OH
brown financial advisors, llc
milford, OH
bullseye investment management, llc
cincinnciati, OH
buoyant ventures management, llc
beachwood, OH
cambridge financial group, inc.
columbus, OH
camelot event-driven advisors, llc
maumee, OH
camelot portfolios, llc
maumee, OH
canopy partners
cincinnati, OH
capital advisors, ltd., llc
shaker heights, OH
capital asset management, inc.
columbus, OH
capstone wealth partners
dublin, OH
carnegie investment counsel
pepper pike, OH
cbiz investment advisory services, llc
cleveland, OH
cbiz retirement plan advisory services
cleveland, OH
chapman & chapman advisors llc
chagrin falls, OH
cincinnati asset management inc
cincinnati, OH
cincytech
cincinnati, OH
cincytech, llc
cincinnati, OH
cintrifuse capital
cincinnati, OH
citymark capital management company llc
cleveland, OH
claymore capital partners
cincinnati, OH
clearstead; clearstead advisory solutions
cleveland, OH
cleveland capital management, l.l.c.
rocky river, OH
cleveland wealth, llc
cleveland, OH
clutterbuck capital management llc
cleveland, OH
cm wealth advisors llc
beachwood, OH
columbus investment advisory inc.
new albany, OH
compass financial group, inc.
dublin, OH
consolidated financial
dublin, OH
constellation investments, inc.
montgomery, OH
constellation wealth advisors
cincinnati, OH
coordinated financial planning corp
cincinnati, OH
core investment advisors llc
columbus, OH
cornerstone wealth management
westlake, OH
cox & cook wealth advisors
dublin, OH
crew capital management, ltd.
cincinnati, OH
croak capital
toledo, OH
cw industrial partners, llc
cleveland, OH
cyprium partners
cleveland, OH
daymark wealth partners, llc
cincinnati, OH
dbk financial counsel, llc
cuyahoga falls, OH
dean financial services
beavercreek, OH
dean investments
beavercreek, OH
demming financial services corp.
aurora, OH
diamond hill capital management inc
columbus, OH
dover partners inc
dayton, 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.