Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 5 of 9.
kapstone financial advisors llc
lebanon, OH
keeler & nadler family wealth
dublin, OH
keidan financial consultants llc
columbus, OH
kellett wealth advisors, llc
cincinnati, OH
kennon-green & co.
new albany, OH
key investment services llc
brooklyn, OH
keybanc capital markets research, llc
cleveland, OH
keystone financial planning, inc
westlake, OH
kinetic wealth investment advisors, llc
westlake, OH
kiplinger wealth advisors
springboro, OH
kirtland capital partners
orange village, OH
kirtland hills capital management, llc
bratenahl, OH
kleinfelder capital, inc.
cincinnati, OH
kmg fiduciary partners, llc
toledo, OH
kohmann bosshard financial services, llc.
akron, OH
kovalcik & geraghty wealth partners llp
upper arlington, OH
lakeridge wealth management llc
mentor, OH
landing point financial group
avon, OH
leclair wealth partners
dublin, OH
lesjak planning, llc
westlake, OH
libertas wealth management group, inc.
columbus, OH
lighthouse wealth management, inc.
ashland, OH
lincoln douglas investments, llc
Mount Vernon, OH
lindahl & mansager inc
fairlawn, OH
lineweaver wealth advisors
valley view, OH
livelsberger financial advisory
ashland, OH
m.k. brown wealth advisory
oakwood, OH
m3 wealth management
north royalton, OH
mai capital management, llc
cleveland, OH
mariemont capital llc
cincinnati, OH
matson capital llc
mason, OH
matson money, inc.
mason, OH
maywic iii gp, llc
cincinnati, OH
maywic management, llc
cincinnati, OH
mbia capital advisors
cincinnati, OH
mccarley & cook financial planners
cincinnati, OH
mccarthy & cox retirement & estate specialists llc
marysville, OH
mccarthy wealth & tax advisors
springboro, OH
mcdonald partners llc
cleveland, OH
mcm capital advisors iii, llc
beachwood, OH
meeder advisory services, inc.
dublin, OH
meeder asset management, inc.
dublin, OH
meeder public funds, inc.
dublin, OH
mench financial inc
cincinnati, OH
messmer capital advisors llc
milford, OH
meyer capital management llc.
cincinnati, OH
meyer gates financial advisors, inc
west chester, OH
meyers wealth management, llc
columbus, 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.