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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
Nicolette Goedde 212 Wealth Management Group Loveland Not listed Percentage of assets
Noah Buttermore Demland Wealth Defiance Not listed Percentage of assets, Hourly
Paul Solomon Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Phillip Westhoff Incline Wealth Cincinnati Not listed Percentage of assets, Fixed fees
Richard Clemens Hawk100 Dublin Not listed Percentage of assets, Hourly
Rik Saylor RIK Saylor Financial Fairfield Not listed Percentage of assets, Hourly
Robert Faulkner Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly
Robert Stark Watch Guard Capital Copley Not listed Percentage of assets, Hourly
Roger Potter Balanced Wealth Group Westlake Not listed Percentage of assets, Hourly
Ronald Alban Alban Investment Management Kettering Not listed Percentage of assets
Ronald Rich Ronald J. Rich Financial Advising Lakewood Not listed Percentage of assets, Hourly
Salvatore Dangelo Fourth Dimension Wealth Mentor Not listed Percentage of assets, Hourly
Shane Duckworth Clearmind Capital Columbus Not listed Percentage of assets, Fixed fees
Shawn Goetz Reservoir Wealth Management Lima Not listed Percentage of assets, Hourly
Smarika Adhikari Rebel Financial Groveport Not listed Percentage of assets, Hourly
Steven Carlson Strong Investment Management Canton Not listed Percentage of assets, Fixed fees
Steven French Harvest Money | Invest Your Faith Cincinnati Not listed Percentage of assets, Hourly
Steven LaChance Lachance Wealth Partners Shaker Heights Not listed Percentage of assets, Fixed fees
Steven Manuel Outpost Advisors Cincinnati Not listed Percentage of assets, Hourly
Susan Vasu Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
Thomas Brown Spreng Capital Management Bucyrus Not listed Percentage of assets, Hourly
Thomas Macey Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Thomas Schrock REA Wealth Management New Philadelphia Not listed Percentage of assets, Hourly
Tiffany Boval Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Timothy Baker Cornerstone Asset Management Services Broadview Heights Not listed Percentage of assets, Hourly
Todd Brown PEB Capital Management Columbus Not listed Percentage of assets, Hourly
Tracey Guthrie Alexander Financial Planning Columbus Not listed Percentage of assets, Hourly
Troy Rennekamp Shepherd Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
Tyler Ayres KLD Wealth Management Lebanon Not listed Percentage of assets, Hourly
Tyler Koepf M. Thomas Capital Management Chagrin Falls Not listed Percentage of assets, Hourly
Vincent Forte Shawnee Investments & Planning Cincinnati Not listed Percentage of assets, Hourly
W. Harper HP & Associates Bellefontaine Not listed Percentage of assets, Fixed fees
William Baker W.M. Baker Investments Dublin Not listed Percentage of assets, Hourly
William Deshurko Buckeye Wealth Partners Centerville Not listed Percentage of assets, Hourly
William Ferber Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
William Haase 365 Wealth Management Group Mason Not listed Percentage of assets, Fixed fees
William Haase 365 Wealth Management Group Mason Not listed Percentage of assets, Fixed fees
William Ratcliff Rebel Financial Groveport Not listed Percentage of assets, Hourly
William Shaffer Shaffer Capital Westerville Not listed Percentage of assets, Hourly
Winfield Geiger Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees