Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 4 of 9.
gateway investment advisers, llc
cincinnati, OH
gbx fund management, ltd.
cleveland, OH
gearhart & associates
cincinnati, OH
generations wealth, llc
cincinnati, OH
gerber, llc
columbus, OH
gfp private wealth
cleveland, OH
ggm financial llc
columbus, OH
glasfunds, llc
cleveland, OH
golden reserve retirement, llc
dublin, OH
grandview partners management, llc
columbus, OH
graver capital management, llc
columbus, OH
gryphon financial partners
columbus, OH
gudorf financial group, llc
dayton, OH
h venture partners
cincinnati, OH
hackman financial group
cincinnati, OH
hamilton capital
columbus, OH
harding financial group
westerville, OH
hardy & hardy co llc
lima, OH
harvest financial advisors, llc
west chester, OH
hauser retirement solutions 2 llc
cincinnati, OH
hcm wealth advisors
cincinnati, OH
hda wealth management, llc
poland, OH
heartland group holdings llc
columbus, OH
hendley & co. inc.
zanesville, OH
heritage financial advisors, llc
waterville, OH
heritage wealth advisors
cincinnati, OH
hicks capital management, llc
columbus, OH
highland consulting associates inc.
cleveland, OH
highland consulting associates international, inc.
cleveland, OH
hixon zuercher capital management
findlay, OH
horan wealth, llc
cincinnati, OH
horter investment management, llc
cincinnati, OH
hpe capital management ii, llc
cincinnati, OH
huffman prairie holdings, llc
miamisburg, OH
huntington financial advisors
columbus, OH
idr investment management, llc
independence, OH
independence wealth advisors, llc
independence, OH
infinity wealth counsel, llc
loveland, OH
integrated wealth management, inc.
uniontown, OH
invest capital partners
springboro, OH
james investment research inc
xenia, OH
jericho financial
westerville, OH
jessup wealth management
dayton, OH
john e. sestina and company
columbus, OH
johnson investment counsel, inc.
cincinnati, OH
journey wealth management
cleveland, OH
jps financial, llc
westlake, OH
jrp capital corp
dublin, 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.