Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 7 of 9.
qovex inc
cleveland, OH
queen city capital management, llc
cincinnati, OH
quest wealth solutions, inc.
mansfield, OH
rabe investment consulting group
richfield, OH
randolph co inc
cincinnati, OH
rc capital
cincinnati, OH
rea wealth management
new philadelphia, OH
rebel financial, llc
groveport, OH
redtree investment group
cincinnati, OH
redwood financial network
solon, OH
reed financial services, inc.
cleveland, OH
refinery ventures management, llc
cincinnati, OH
reservoir wealth management
lima, OH
resilience management
cleveland, OH
resolute wealth advisor, inc.
findlay, OH
retirement plans, inc.
westerville, OH
retirement strategies, ltd.
dublin, OH
return on life wealth partners
cleveland, OH
revisor wealth management llc
akron, OH
richwood investment advisors, llc
cincinnati, OH
ridgeline wealth planning llc
centerville, OH
rightwealth advisors, llc
miamisburg, OH
rik saylor financial, inc.
fairfield, OH
ritter daniher financial advisory llc
cincinnati, OH
riverview research, llc
independence, OH
rockbridge capital, llc
columbus, OH
rockport wealth advisors
fairview park, OH
royal oak financial group
worthington, OH
ruggaard & associates
hudson, OH
s.c. thomas & associates, cpa, llc
medina, OH
saas capital, llc
cincinnati, OH
safe harbor wealth advisors, llc
dublin, OH
scaleco capital
cleveland, OH
schear investment advisers, llc
cincinnati, OH
schmitt wealth advisers, llc
cincinnati, OH
schulhoff & co inc
cincinnati, OH
seniors housing fund manager llc
toledo, OH
sequoia financial group, l.l.c.
akron, OH
seven hills capital advisors
cincinnati, OH
shaffer capital
westerville, OH
shaker investments
beachwood, OH
shepherd wealth management
cincinnati, OH
shuttleworth & company
powell, OH
signal tree financial partners llc
copley, OH
signature equity partners, llc
columbus, OH
sims investment management llc
cincinnati, OH
sjs investment services
sylvania, OH
ska financial services,inc.
fairview park, 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.