Financial Advisors in Ohio
Browse 416 financial advisors in Ohio — page 9 of 9.
vanweelden wealth management, llc
west chester township, OH
vawter financial ltd
columbus, OH
vela investment management, llc
new albany, OH
venture visionary partners llc
sylvania, OH
viking partners advisors
cincinnati, OH
virtera partners llc
pepper pike, OH
vision financial management, llc
cuyahoga falls, OH
w.a. smith financial group
sandusky, OH
w&s advisory services, llc
cincinnati, OH
w&s brokerage services, inc.
cincinnati, OH
waller financial planning group, inc.
columbus, OH
warther private wealth
akron, OH
watermark investment management company, llc
columbus, OH
wealth dimensions family office, inc
cincinnati, OH
wealth dimensions group, ltd.
cincinnati, OH
wealthbridge capital management, llc
westerville, OH
wealthquest corporation
cincinnati, OH
weinberg capital group, inc.
pepper pike, OH
wellspring financial advisors, llc
cleveland, OH
wesbanco securities, inc.
St. Clairsville, OH
western reserve capital management, llc
hudson, OH
westminster financial advisory corp
beavercreek, OH
whitaker-myers wealth managers, ltd.
mansfield, OH
whitcomb & hess, inc.
ashland, OH
white oak partners investment advisor, llc
westerville, OH
windsor advisory group, llc
columbus, OH
winslow asset management inc
beachwood, OH
woodland wealth partners
pepper pike, OH
worthington wealth management
worthington, OH
wurz financial services, llc
holland, OH
yarger wealth strategies, llc
westerville, OH
yfp wealth
new albany, 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.