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Advisors for under $500,000 in Ohio

All 540 advisors

Advisors for under $500,000 in Ohio: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Ituoghirisic Igoni YFP Wealth New Albany Not listed Percentage of assets, Fixed fees
Jackie Dierickx Total Financial Management Poland Not listed Percentage of assets, Hourly
James Harpst Infresh Findlay Not listed Percentage of assets, Hourly
James Spreng Spreng Capital Management Bucyrus Not listed Percentage of assets, Hourly
James Stuart Blue Chip Financial Advisors Seville Not listed Percentage of assets, Fixed fees
James Wynne James a Wynne Hinckley Not listed Percentage of assets, Fixed fees
Janet Zorko Integrity Wealth Management Loveland Not listed Percentage of assets, Hourly
Jason Feist Center for Wealth Management Advisory Milford Not listed Percentage of assets, Hourly
Jason Pinson 212 Wealth Management Group Loveland Not listed Percentage of assets
Jeffrey Albright Shepherd Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
Jeffrey Porterfield PEB Capital Management Columbus Not listed Percentage of assets, Hourly
Joe Anderson Clearmind Capital Columbus Not listed Percentage of assets, Fixed fees
John Ashcroft Shepherd Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
John Cioffi Vertice Capital Partners Cincinnati Not listed Percentage of assets
John Goodson Alpha Planning and Financial Services Solon Not listed Percentage of assets, Hourly
John McKewen Elevation Financial Partners Worthington Not listed Percentage of assets
Jolie Howell Strong Investment Management Canton Not listed Percentage of assets, Fixed fees
Joseph Doogan Fiduciary Wealth Group Centerville Not listed Percentage of assets, Hourly
Joseph Duke Duke Financial Services Hamilton Not listed Percentage of assets, Hourly
Joseph Gates Meyer Gates Financial Advisors West Chester Not listed Percentage of assets, Fixed fees
Joseph Rudnicki Fourth Dimension Wealth Middleburg Heights Not listed Percentage of assets, Hourly
Josiah Kedzior Kedzior Wealth Management Independence Not listed Percentage of assets, Fixed fees
Kathleen Mueller Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Kati Hays Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly
Keith Burkhardt Center for Wealth Management Advisory Milford Not listed Percentage of assets, Hourly
Kellen Finan Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Kenny Dodson The Wealth Advantage Group Columbus Not listed Percentage of assets, Hourly
Kimberly Warrick Libertas Wealth Management Group Columbus Not listed Percentage of assets, Fixed fees
Laura Gentzkow Integrity Wealth Management Loveland Not listed Percentage of assets, Hourly
Laura Lindahl Lindahl & Mansager Fairlawn Not listed Percentage of assets
Leah Hadley Intentional Wealth Partners Cleveland Not listed Percentage of assets, Hourly
Lowell Fletcher American Capital Management Columbus Not listed Percentage of assets, Hourly
Lydia Boyer Ridgeline Wealth Planning Centerville Not listed Percentage of assets, Hourly
Maria Rykbost Ridgeline Wealth Planning Centerville Not listed Percentage of assets, Hourly
Mark Gargano National Wealth Management Group Cincinnati Not listed Percentage of assets, Hourly
Mark Kollar HDA Wealth Management Poland Not listed Percentage of assets, Hourly
Matthew Berning Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Matthew Schiller Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Micah McCollum Mccollum Investment Advisors Dayton Not listed Percentage of assets, Hourly
Michael Fickell FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Michael Stafford One Brick Capital Columbus Not listed Percentage of assets, Fixed fees
Michael Treft Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Michelle Raddell Intentional Wealth Partners Cleveland Not listed Percentage of assets, Hourly
Michelle Taylor Balanced Wealth Group Westlake Not listed Percentage of assets, Hourly
Murray Kosmin Kosmin Wealth Management Beachwood Not listed Percentage of assets, Hourly
Nathan Quilter Retirement Strategies Dublin Not listed Percentage of assets, Hourly
Nathanial Parker RIK Saylor Financial Fairfield Not listed Percentage of assets, Hourly
Nicholas Daniel Columbus Wealth Management Dublin Not listed Percentage of assets, Hourly
Nicholas Leeper Retirement Strategies Dublin Not listed Percentage of assets, Hourly
Nicholas Neuville Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly