Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 8 of 9.
souders financial advisors, llc
cincinnati, OH
spreng capital management, inc.
bucyrus, OH
st. clair advisors, llc
mayfield heights, OH
stonehenge partners, corp.
columbus, OH
strategic planning, inc.
columbus, OH
strategic value bank partners llc
cleveland, OH
strategic wealth partners, ltd.
independence, OH
stratos investment management, llc
beachwood, OH
stratos wealth advisors llc
beachwood, OH
stratos wealth partners, ltd
beachwood, OH
structured wealth management, inc.
toledo, OH
summit financial advisors, inc.
middletown, OH
summit financial strategies inc
columbus, OH
summit wealth management llc
akron, OH
swisher financial concepts, inc.
westerville, OH
swp investment management llc
independence, OH
sws partners, llc
columbus, OH
symphony financial services, inc.
akron, OH
t.t.g. financial, inc.
canton, OH
tactical fund advisors, llc
cincinnati, OH
tcp asset management, llc
upper arlington, OH
tempo wealth
independence, OH
tfo wealth partners
maumee, OH
the joseph group capital management
columbus, OH
the o.h.i.o. fund
cleveland, OH
the pension group
dublin, OH
the private investment group, inc.
kettering, OH
the retirement guys formula
maumee, OH
the wealth advantage group, inc.
columbus, OH
thor wealth management inc
cincinnati, OH
timber bay partners, llc
cincinnati, OH
touchstone advisors inc
cincinnati, OH
townsend holdings llc
cleveland, OH
trinity financial advisors llc
columbus, OH
trinity wealth management llc
cincinnati, OH
true wealth design, llc
akron, OH
trueblood wealth management, llc
lima, OH
truepoint, inc.
cincinnati, OH
tsg advice partners, llc
columbus, OH
tudor financial, inc.
dayton, OH
turncap management llc
beachwood, OH
turnstone financial
troy, OH
union strategic advisors
blue ash, OH
united advisor group
cincinnati, OH
uprety capital
west chester, OH
valmark advisers, inc.
akron, OH
van cleef asset management inc
beachwood, OH
vantage financial group, inc.
cleveland, 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.