Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 6 of 9.
miami valley portfolio management inc
brookville, OH
michael brady & co., llc
westlake, OH
monetary solutions, ltd.
dayton, OH
mpe partners
cleveland, OH
mpm wealth advisors
holland, OH
mt. rainier group, llc
miamisburg, OH
munn wealth management, llc
maumee, OH
narya capital management, llc
columbus, OH
national wealth management group, llc
cincinnati, OH
nationwide asset management, llc
columbus, OH
nationwide fund advisors
columbus, OH
nationwide investment advisors, llc
columbus, OH
nationwide securities, llc
columbus, OH
nct fund management, llc
columbus, OH
newport investment advisors inc
beachwood, OH
north point portfolio managers corporation
orange village, OH
north star advisory group, llc
beachwood, OH
northavenue llc
columbus, OH
nvest wealth strategies, inc.
powell, OH
nye wealth management llc
hudson, OH
oak associates ltd
akron, OH
objective capital management, llc
fairlawn, OH
octavia wealth advisors llc
cincinnati, OH
oda and company, inc.
medina, OH
oelschlager investments
akron, OH
oif management corp.
dublin, OH
oif management ii, l.l.c.
dublin, OH
on investment management co
cincinnati, OH
oneseven
beachwood, OH
opus capital management
cincinnati, OH
org portfolio management llc
beachwood, OH
paradigm wealth management, llc
westlake, OH
park edge advisors, llc
cleveland, OH
pca investment advisory services, inc.
cincinnati, OH
pcm management advisor, llc
chagrin falls, OH
pds planning inc
dublin, OH
peak retirement planning, inc.
columbus, OH
peak wealth solutions
pepper pike, OH
peb capital management llc
columbus, OH
peerless wealth
columbus, OH
pinnacle advisors
mansfield, OH
pmc sports
gahanna, OH
polaris financial partners, llc
westerville, OH
prasad wealth partners
independence, OH
preservation fund management llc
cleveland, OH
presper financial architects, llc
akron, OH
prosperity capital advisors
westlake, OH
purtill financial llc
highland heights, 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.