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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
Alexander Browning Artifex Financial Group Dayton Not listed Percentage of assets, Hourly
Alexander Shaffer Shaffer Capital Westerville Not listed Percentage of assets, Hourly
Andrea Clark Pathways Wealth Management Tipp City Not listed Percentage of assets
Andrew Shaffer Shaffer Capital Westerville Not listed Percentage of assets, Hourly
Anne Spreng-Cole Spreng Capital Management Bucyrus Not listed Percentage of assets, Hourly
Anthony Budak Budak Financial Group Olmsted Falls Not listed Percentage of assets, Hourly
Anthony Deem Deem Asset Management Uniontown Not listed Percentage of assets, Hourly
Anthony Jones Rebel Financial Groveport Not listed Percentage of assets, Hourly
Anthony Kulka Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Anthony Lapinto Clarion River Adventures Canton Not listed Percentage of assets, Fixed fees
Austin Wolfe Clearmind Capital Columbus Not listed Percentage of assets, Fixed fees
Benjamen Jacobs Jacobs Wealth Management Milford Not listed Percentage of assets, Fixed fees
Benjamin Grossheim Family Wealth Advisory Group Cincinnati Not listed Percentage of assets, Fixed fees
Benjamin Jones National Wealth Management Group Cincinnati Not listed Percentage of assets, Hourly
Benjamin Zagorski Right Investment Team Avon Not listed Percentage of assets, Fixed fees
Bret Rodgers Rodgers Capital Management Canton Not listed Percentage of assets, Hourly
Brett Thomas Fractal Financial Design Litchfield Not listed Percentage of assets, Fixed fees
Brian Flanagan Schuler Wealth Planning Powell Not listed Percentage of assets, Hourly
Brian Kerber Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Brian Morgan Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
Caden Beam Pathways Wealth Management Tipp City Not listed Percentage of assets
Cale Ogi REA Wealth Management New Philadelphia Not listed Percentage of assets, Hourly
Carole Rominger Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Casey Davis Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
Catherine Zaino Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Christopher Carbone Bellwether Investment Services Loveland Not listed Percentage of assets, Hourly
Christopher Cassiere FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Christopher Combs FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Christopher Newcomb Fourth Dimension Wealth Middleburg Heights Not listed Percentage of assets, Hourly
Craig Cavicchia FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Craig Poeppelman HP & Associates Bellefontaine Not listed Percentage of assets, Fixed fees
Daniel Evans Ridgeline Wealth Planning Centerville Not listed Percentage of assets, Hourly
Daniel Mason First Mason Financial Medina Not listed Percentage of assets, Fixed fees
Darren Harp Artifex Financial Group Oakwood Not listed Percentage of assets, Hourly
David Paul Fusion Planning Wooster Not listed Percentage of assets, Fixed fees
David Suchland Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly
Debora Caley Richwood Investment Advisors Cincinnati Not listed Percentage of assets
Deborah Saas Center for Wealth Management Advisory Cincinnati Not listed Percentage of assets, Hourly
Denise French Intentional Wealth Partners Cleveland Not listed Percentage of assets, Hourly
Douglas Meyer Meyer Gates Financial Advisors West Chester Not listed Percentage of assets, Fixed fees
Elizabeth Bibeau Salinas Artifex Financial Group Dayton Not listed Percentage of assets, Hourly
Emily Paulus Northavenue Columbus Not listed Fixed fees
Franco Iozzo Rebel Financial Groveport Not listed Percentage of assets, Hourly
Garrett Boone Fortifi Capital Akron Not listed Percentage of assets, Hourly
Garrett Bourbina Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
George Coyle Triangulated Capital Management Silver Lake Not listed Percentage of assets
George Damasco Bollin Wealth Management Perrysburg Not listed Percentage of assets, Hourly
Glen Strong Strong Investment Management Canton Not listed Percentage of assets, Fixed fees
Gregory Schnelzer Victory Financial Services Medina Not listed Percentage of assets, Hourly
Hunter Collier KLD Wealth Management Lebanon Not listed Percentage of assets, Hourly