Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 3 of 9.
drive capital llc
columbus, OH
eagle realty capital partners, llc
cincinnati, OH
edgewater capital partners
independence, OH
edgewater pro sports financial
avon, OH
egi financial, inc.
akron, OH
eichner investment planning, llc
cincinnati, OH
elios financial group, inc.
westlake, OH
elizabeth park capital management, ltd
pepper pike, OH
ellsworth advisors, llc
hudson, OH
empeiria capital management, llc
cincinnati, OH
emvision capital advisors, llc
aurora, OH
endeavor wealth advisors, llc
pepper pike, OH
enza financial, llc
independence, OH
eta capital fund management, llc
cincinnati, OH
eubel brady & suttman
miamisburg, OH
eukles asset management, llc
cincinnati, OH
evans wealth management
gallipolis, OH
everhart advisors
dublin, OH
fairway wealth management llc
independence, OH
family wealth advisory group, llc
cincinnati, OH
fc wealth solutions llc
westerville, OH
feg
cincinnati, OH
feg curio investment partners, llc
cincinnati, OH
feg investment services, llc
cincinnati, OH
feg private investors, llc
cincinnati, OH
fidato wealth llc
middleburg heights, OH
fiduciary wealth group, llc
centerville, OH
fifth third securities, inc.
cincinnati, OH
fifth third wealth advisors llc
cincinnati, OH
fillmore capital partners, llc
powell, OH
financial counseling, inc.
springboro, OH
financial freedom
cincinnati, OH
financial management strategies, inc.
broadview hts., OH
financial rounds
cincinnati, OH
first fiduciary investment counsel inc
cleveland, OH
first mason financial, llc
medina, OH
formidable asset management, llc
cincinnati, OH
fort washington investment advisors inc
cincinnati, OH
foster & motley inc
cincinnati, OH
fountain square asset management
cincinnati, OH
fourth dimension wealth, llc
middleburg heights, OH
frazier financial advisors, llc
columbus, OH
future finances inc
columbus, OH
future financial wealth management group, llc
cincinnati, OH
g2 capital management, llc
columbus, OH
game plan financial advisors, llc
westlake, OH
garlikov advisors inc
columbus, OH
gatepass capital, llc
independence, 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.