Flat fee financial advisors in Ohio
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Ohio is $3,250, from 194 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,750-$6,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,250 | $1,750-$6,250 | 194 firms |
Flat fee financial advisors in Ohio and their published fees
194 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Future Financial Wealth Management Group, LLCCincinnati | $200/hr | $1-$25,000 | Not published |
| Apollo Wealth ManagementWooster | $20-$140/hr | $20-$15,000 | $20-$20,000/yr |
| Epoch Wealth ManagementChagrin Falls | $100-$450/hr | $20-$5,000 | $2,000-$5,000/qtr |
| Meritum Wealth Management LLCCincinnati | $250-$350/hr | $100-$1,500 | Not published |
| Wealthought LLCUpper Arlington | $100-$500/hr | $100-$25,000 | Not published |
| Boutique Wealth Advisors LLCCanton | Not published | $200-$5,000 | $2,500/yr |
| Right Investment Team LLCAvon | Not published | $200-$1,000 | Not published |
| Beacon Financial Advisory LLCCleveland | Not published | $250-$20,000 | Not published |
| Blue Jay Financial Group, LLCDefiance | $250/hr | $250-$15,000 | Not published |
| Dorsey Groomes Wealth ManagementDublin | $200/hr | $250 | Not published |
| Munn Wealth Management, LLCMaumee | Not published | $250-$5,000 | Not published |
| Phillips Wealth Management LLCPickerington | Not published | $250-$1,500 | $5,000/yr |
| Ruiz Financial Group, LLCToledo | Not published | $250 | $750/mo |
| Spicer Wealth ManagementBeavercreek | $500/hr | $250 | Not published |
| Strong Investment Management, LLCCanton | Not published | $250-$950 | Not published |
| Wealth Management GroupTipp City | $400/hr | $250-$15,000 | Not published |
| Whitaker-Myers Wealth Managers, LTD.Mansfield | $250/hr | $250-$5,000 | $150-$200/mo |
| Davis Wealth Management, LLCRichfieldNo AUM fee | $150-$300/hr | $300-$20,000 | Not published |
| Incline WealthCleves | $250/hr | $300-$10,000 | Not published |
| Kosmin Wealth ManagementBeachwood | $150/hr | $300-$3,000 | Not published |
| Mediate Financial Investment Advisory Services, LLCCanfield | $150/hr | $300 | Not published |
| Seven Hills Capital AdvisorsCincinnati | $175/hr | $300-$1,250 | Not published |
| Stone Tower Wealth AdvisorsCincinnati | $300/hr | $300-$10,000 | $1,000-$5,000/qtr |
| Alexander Financial Planning, Inc.Columbus | Not published | $350-$500 | $3,000-$7,000/yr |
| Peak Wealth SolutionsPepper Pike | $1,000/hr | $350-$5,000 | Not published |
| Duke Financial ServicesHamilton | $125/hr | $400 | Not published |
| Finance 180Columbus | Not published | $400-$4,000 | $3,750/qtr |
| Adams and Co Financial ServicesCincinnati | Not published | $500-$2,500 | Not published |
| Alan B. Lancz & Associates, Inc.Toledo | $275/hr | $500-$2,400 | $250-$500/qtr |
| Anfield Wealth ManagementCleveland | Not published | $500 | $200/mo |
| Arch City FinancialGrove City | $175-$350/hr | $500-$20,000 | $200-$800/mo |
| Ard Advisory Services, LLCDublin | $180-$286/hr | $500-$3,000 | $85-$250/mo |
| Balance WealthWorthington | Not published | $500-$10,000 | $588-$7,200/yr |
| Bullrock Capital, LLCDublin | Not published | $500-$2,500 | Not published |
| Clark SoetenColumbus | $300/hr | $500-$5,000 | $100-$1,000/yr |
| Cognition Financial LLCDublin | $250/hr | $500-$6,000 | Not published |
| Coletta Capital, LLCRocky River | Not published | $500-$3,000 | Not published |
| Demland Wealth LLCDefiance | $200/hr | $500-$15,000 | $12,000/yr |
| Demming Financial Services Corp.Aurora | $50-$200/hr | $500-$1,500 | Not published |
| Fairpoint Wealth Management, LLCOlmsted Falls | $200-$250/hr | $500-$10,000 | $100-$600/mo |
| Grant Street Wealth Management, LTD.Columbus | $150/hr | $500-$2,000 | $500/yr |
| Hicks Capital Management, LLCColumbus | $75-$500/hr | $500-$25,000 | Not published |
| KLD Wealth ManagementLebanon | $194/hr | $500-$15,000 | Not published |
| Kohmann Bosshard Financial Services, LLC.Akron | Not published | $500 | Not published |
| Labrador Investments, LLCCincinnati | $150/hr | $500 | Not published |
| Lineweaver Wealth AdvisorsValley View | $50-$150/hr | $500-$2,500 | Not published |
| Moment Financial PlanningCircleville | $150/hr | $500-$3,000 | $125-$300/mo |
| MoneyfluentColumbusNo AUM fee | $275/hr | $500-$10,000 | Not published |
| Mount Vernon FinancialMount Vernon | Not published | $500-$8,000 | Not published |
| Organic Wealth, LLCColumbus | $250/hr | $500-$15,000 | Not published |
| Prasad Wealth PartnersIndependence | Not published | $500-$25,000 | Not published |
| Queen City WealthCincinnati | Not published | $500-$3,000 | $100-$2,000/mo |
| Ridge and Republic FinancialDayton | $400/hr | $500-$5,000 | $6,000/yr |
| Shaffer CapitalWesterville | $300/hr | $500 | Not published |
| Skybox Financial Group LLCMiddleburg Heights | $250/hr | $500 | $1,000-$15,000/yr |
| Strait Direction Wealth ManagementLyndhurst | $250/hr | $500-$6,000 | $2,500-$6,000/yr |
| Symphony Financial Services, Inc.Akron | $300/hr | $500-$5,000 | Not published |
| The Hendrickson Advisory Group, Inc.Columbus | $250/hr | $500-$2,000 | $250/mo |
| The Retirement Specialist of Central OhioNewark | $200/hr | $500-$3,500 | $94/mo |
| Trajectory Financial PlanningUniversity HeightsNo AUM fee | $350/hr | $500-$10,000 | $150-$1,000/mo |
| Transcend WealthWoodmere | $100-$250/hr | $500-$3,500 | Not published |
| Unrivaled Wealth ManagementSalem | $500/hr | $500-$8,000 | Not published |
| Vaultis Private Wealth LTDCincinnati | $250/hr | $500 | Not published |
| Victory Financial Services LLCMedina | $250/hr | $500-$5,000 | Not published |
| W.m. Baker Investments LLCDublin | $200/hr | $500-$5,000 | Not published |
| Walden FinancialGranville | $250/hr | $500-$10,000 | $1,200-$3,600/yr |
| Wrought Iron Financial LLCCanal Fulton | $200/hr | $500-$4,000 | $100-$500/mo |
| Macino Financial, LLCHolland | $190/hr | $595 | Not published |
| Fein AdvisorsCincinnatiNo AUM fee | $125/hr | $600-$3,500 | Not published |
| Chapters To WealthLewis CenterNo AUM fee | $325/hr | $650 | $150-$833/mo |
| Allied Planning PartnersBataviaNo AUM fee | Not published | $750 | $4,000/yr |
| Prelude FinancialWadsworth | $200/hr | $750 | $100-$400/mo |
| Reaching Upward Financial Solutions LLCDayton | $100/hr | $750-$3,500 | Not published |
| Retirement Strategies, LTD.Dublin | $150-$300/hr | $750-$5,000 | $250-$2,500/yr |
| Tonjes Financial GroupFindlay | $275-$325/hr | $750-$5,000 | $300-$500/mo |
| Vision Financial Management, LLCCuyahoga Falls | Not published | $750-$5,000 | Not published |
| Wealth Transitions, LLCCincinnati | Not published | $750-$10,000 | Not published |
| Weiser Financial Planning LLCLewis Center | $350/hr | $750-$5,000 | $500-$2,500/mo |
| Lachance Wealth PartnersShaker Heights | Not published | $800-$10,000 | Not published |
| Anderson Financial Strategies, LLCDayton | Not published | $1,000-$10,000 | $150-$500/mo |
| Ascend Wealth ManagementBrunswick | $375/hr | $1,000 | Not published |
| Bigby Financial Planning, LLCLewis Center | $200/hr | $1,000-$5,000 | $5,000/yr |
| Buckeye Wealth Partners, LLCCenterville | $250-$350/hr | $1,000 | $798/yr |
| Cochran Wealth Management LLCMartinsville | $150-$400/hr | $1,000-$10,000 | Not published |
| Columbus Street Wealth Management, LLCDublinNo AUM fee | $250/hr | $1,000-$50,000 | $250/qtr |
| Compass Planning, LLCAshlandNo AUM fee | Not published | $1,000-$20,000 | Not published |
| Deeter Advisory Group, LLCTerrace Park | $250/hr | $1,000 | Not published |
| Diamond Equity AdvisorsColumbus | $150-$300/hr | $1,000-$3,000 | Not published |
| Epic Financial, LLCHudson | $250/hr | $1,000 | $1,200/yr |
| Financial Management Strategies, Inc.Broadview Hts. | $75-$250/hr | $1,000-$25,000 | Not published |
| Flegal Financial PlanningBerea | $250/hr | $1,000-$15,000 | $1,000-$30,000/yr |
| Heritage Wealth AdvisorsCincinnati | Not published | $1,000 | Not published |
| Huff Wealth Management LLCJohnstown | Not published | $1,000-$5,000 | Not published |
| Hyland Wealth Management LLCGreen | Not published | $1,000-$6,000 | Not published |
| Innerworks Wealth ManagementCincinnati | Not published | $1,000-$5,000 | Not published |
| James a Wynne LLCHinckley | Not published | $1,000 | Not published |
| Kinetic Wealth Investment Advisors, LLCWestlake | $250/hr | $1,000 | Not published |
| Live and Give FinancialCincinnati | $350/hr | $1,000-$10,000 | Not published |
| M. Thomas Capital ManagementChagrin Falls | $100-$500/hr | $1,000-$10,000 | $1,000-$10,000/yr |
| Paradigm Investment Advisory LLCAkronNo AUM fee | Not published | $1,000-$5,000 | Not published |
| Patriot Wealth Planners LLCMaumee | $300/hr | $1,000-$5,000 | Not published |
| Presper Financial Architects, LLCAkron | $150-$350/hr | $1,000-$2,500 | Not published |
| Sand Run Wealth ManagementAkron | $250/hr | $1,000-$5,000 | $83/mo |
| Sims Investment Management LLCCincinnati | $250/hr | $1,000-$5,000 | Not published |
| SJS Investment ServicesSylvania | Not published | $1,000-$5,000 | Not published |
| Solido Financial LLCCincinnati | Not published | $1,000-$5,000 | Not published |
| T.i.p.s. 4 RepsAvon | Not published | $1,000-$50,000 | Not published |
| Tempo WealthIndependence | Not published | $1,000-$3,000 | Not published |
| Thomas Everett Investments, LLCColumbus | Not published | $1,000-$8,000 | $1,000/yr |
| Titan Wealth ManagementCincinnati | Not published | $1,000-$5,000 | Not published |
| Tranquil Path Financial PlanningBrooklyn Heights | $250-$500/hr | $1,000-$5,000 | $4,000-$50,000/yr |
| W.a. Smith Financial GroupSandusky | Not published | $1,000-$25,000 | Not published |
| Cleveland Wealth, LLCCleveland | Not published | $1,200-$10,000 | Not published |
| Entrypoint Wealth ManagementCincinnati | $300/hr | $1,200 | Not published |
| Alpha Planning and Financial Services, Inc.Solon | $500/hr | $1,500-$5,000 | Not published |
| Athens Impact Socially Responsible InvestmentsAthens | $1,250/hr | $1,500 | Not published |
| Blue AdvisorsUpper Arlington | $200/hr | $1,500-$5,000 | Not published |
| Capstone Wealth PartnersDublin | Not published | $1,500 | Not published |
| Cornerstone Wealth ManagementWestlake | $300-$600/hr | $1,500-$15,000 | $3,000-$15,000/yr |
| Daymark Wealth Partners, LLCCincinnati | $350/hr | $1,500-$10,000 | Not published |
| Ferraro Wealth Management, LLCDublin | Not published | $1,500-$7,500 | Not published |
| Generations Wealth, LLCCincinnati | Not published | $1,500-$6,000 | $50,000/yr |
| Gianola Financial Planning, LLCWorthingtonNo AUM fee | Not published | $1,500 | $3,500/yr |
| Legacy Finance Group LLCColumbia Station | $250/hr | $1,500-$10,000 | Not published |
| Schuler Wealth Planning LLCPowell | $400/hr | $1,500-$6,500 | Not published |
| TCM Wealth AdvisorsFairlawn | $300-$600/hr | $1,500-$15,000 | $65/mo |
| The Pension GroupDublin | $100-$300/hr | $1,500-$5,000 | Not published |
| Virgil Wealth AdvisoryCincinnati | Not published | $1,500 | Not published |
| Yfp WealthNew Albany | Not published | $1,500 | $5,000/yr |
| Spencer Hawkins Investment Adviser, LLCColumbus | $60-$1,000/hr | $1,800 | Not published |
| Selhorst Services Inc.PerrysburgNo AUM fee | $200/hr | $1,950 | Not published |
| Ethos Financial PlanningCleveland | Not published | $2,000-$10,000 | Not published |
| Gateway FinancialNorthfield | $500/hr | $2,000-$5,000 | $4,000-$30,000/yr |
| Oda and Company, Inc.Medina | $150-$300/hr | $2,000-$5,000 | Not published |
| Truly Prosper Financial Planning LLCDublin | $300/hr | $2,000-$5,000 | $10,000-$25,000/yr |
| Harvest Money | Invest Your FaithCincinnati | $100-$500/hr | $2,400-$100,000 | $187/mo |
| Artifex Financial Group, LLCOakwood | Not published | $2,500 | Not published |
| Asendo Wealth AdvisoryColumbus | $250/hr | $2,500 | $3,000/yr |
| Belay FinanceMontgomeryNo AUM fee | $250/hr | $2,500 | Not published |
| Brown Financial Advisors, LLCMilford | $200/hr | $2,500 | Not published |
| Chrys Financial Planning, LLCWyoming | $150/hr | $2,500 | Not published |
| F2 WealthCincinnati | Not published | $2,500-$4,000 | $25,000/yr |
| Family Life Financial PlanningMentor | $100-$300/hr | Up to $2,500 | Not published |
| Fourth Dimension Wealth, LLCMiddleburg Heights | $200/hr | $2,500-$5,000 | Not published |
| GGM Financial LLCColumbus | $500/hr | $2,500-$10,000 | Not published |
| Infinity Wealth Counsel, LLCLoveland | $300/hr | $2,500-$4,000 | $2,500/yr |
| Intentional Wealth PartnersCleveland | $400/hr | $2,500-$10,000 | $200-$900/mo |
| Kovalcik & Geraghty Wealth Partners LLPUpper Arlington | $425/hr | $2,500-$10,000 | $1,562/qtr |
| Mundell Asset Management LLCCanal FultonNo AUM fee | $200/hr | $2,500 | Not published |
| Northpoint Financial Planning LLCMilford | $225/hr | $2,500-$5,000 | $3,000-$5,000/yr |
| Nye Wealth Management LLCHudson | $75-$250/hr | $2,500-$10,000 | Not published |
| Park Edge Advisors, LLCCleveland | Not published | $2,500-$15,000 | Not published |
| Purpose1st FinancialHilliard | Not published | $2,500 | Not published |
| Resolute Wealth Advisor, Inc.Findlay | Not published | $2,500-$15,000 | Not published |
| The Wealth Advantage Group, Inc.Columbus | $180-$250/hr | $2,500-$10,000 | Not published |
| True Wealth Design, LLCAkron | $250-$1,000/hr | $2,500-$10,000 | $1,800/yr |
| Truepoint, Inc.Cincinnati | Not published | $2,500 | Not published |
| Western Reserve Capital Management, LLCHudson | $250/hr | $2,500-$4,000 | $5,000/yr |
| What About Us FinancialBellbrook | $450/hr | Up to $2,500 | $150/mo |
| Apricity Financial PlanningWhitehouse | Not published | $3,000-$8,000 | Not published |
| Bespoke Family AdvisorsMansfield | Not published | $3,000-$5,000 | $1,000-$10,000/yr |
| Bollin Wealth Management, LLCPerrysburg | $500/hr | $3,000-$10,000 | Not published |
| Financial FreedomCincinnati | $150/hr | $3,000-$4,500 | $8,000-$25,000/yr |
| Pinnacle AdvisorsMansfield | Not published | $3,000-$20,000 | $7,500/yr |
| Strategic Wealth Partners, LTD.Independence | $500/hr | $3,000 | Not published |
| Harding Financial GroupWesterville | $500/hr | $3,500-$7,000 | Not published |
| Candela FinancialToledo | $250/hr | $4,000-$10,000 | Not published |
| Kelos Wealth Planning, LLCCincinnati | Not published | $4,200-$10,000 | $13,750/yr |
| Atlas Wealth ManagementSouth Euclid | Not published | $5,000-$15,000 | Not published |
| Capital Advisors, LTD., LLCShaker Heights | $200-$400/hr | $5,000-$15,000 | Not published |
| Chester Financial Services LLCFredericktown | $350/hr | $5,000 | Not published |
| Clearmind CapitalColumbus | Not published | $5,000 | $100-$1,200/mo |
| Firefly Wealth ManagementCleveland | Not published | $5,000 | Not published |
| Leclair Wealth PartnersDublin | Not published | $5,000-$250,000 | Not published |
| Parallel Equity Advisors LTD.Dublin | $250/hr | $5,000 | Not published |
| Tenacity Private WealthPowell | $250/hr | $5,000 | Not published |
| Tfo Wealth PartnersMaumee | $150-$450/hr | $5,000-$25,000 | $500/qtr |
| Vawter Financial LTDColumbus | Not published | $5,000 | Not published |
| Columbus Wealth ManagementDublin | $500/hr | $6,000 | $6,000/yr |
| Faith Financial Advisors, Inc.Loveland | $385/hr | $7,500 | Not published |
| Warther Private WealthAkron | $175/hr | $8,000-$50,000 | Not published |
| Gryphon Financial PartnersColumbus | $100-$500/hr | $10,000 | Not published |
| Ironkoor Retirement, LLCWest Chester | Not published | Up to $10,000 | Not published |
| Keeler & Nadler Family WealthDublin | $500/hr | $10,000 | Not published |
| Spinnaker Financial Group, LLCIndependence | $200/hr | $10,000 | Not published |
| SRS Wealth ManagementLancaster | Not published | Up to $10,000 | Not published |
| Ville Wealth ManagementAvon Lake | Not published | $10,000 | Not published |
| Atlantis Wealth Advisors LLCMaumee | $125-$350/hr | Up to $15,000 | $500-$4,000/yr |
| TCP Asset Management, LLCUpper Arlington | Up to $500/hr | Up to $15,000 | Not published |
| Trendcalc DynamicsColumbus | Not published | Up to $15,000 | Not published |
| Kirkey & Co. Financial Advisors, Inc.Hilliard | $250/hr | $16,000 | Not published |
| Gerber, LLCColumbus | Not published | $20,000-$200,000 | Not published |
| Ajd WealthCincinnati | $500/hr | $30,000 | Not published |
| Wurz Financial Services, LLCHolland | Not published | Up to $50,000 | $100-$4,000/mo |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (305)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Aan Wealth Advisors LLC, Canton
- Accountable Financial Planning LLC, Westerville
- Advocate Wealth Solutions, Dublin
- Affinity Wealth LLC, Canton
- Alaminos Wealth Planning, Dublin
- Antolino Wealth Advisors, Columbus
- Arcadia Financial Partners, LLC, Pickerington
- Athletes Financial Advisers, LLC, Westlake
- Bell City Wealth, Inc., Hillsboro
- Benchmark Wealth Management, Cincinnati
- Birchcreek Wealth Management, LLC, Miami Township
- Blake Schutter Theil Wealth Advisors, LLC, Dayton
- Blue Chip Financial Advisors, Inc., Seville
- Carnegie Investment Counsel, Pepper Pike
- CBS Funding, Inc., Broadview Heights
- Central Point Wealth Management LLC, Beavercreek Township
- Childs Investment Group, Inc, Archbold
- Cornerstone Asset Management Services, Inc., Broadview Heights
- Crew Capital Management, LTD., Cincinnati
- DBK Financial Counsel, LLC, Cuyahoga Falls
- Demma-Novak Wealth Management, Dayton
- Derenzo Advisors LLC, Dayton
- Ellsworth Advisors, LLC, Hudson
- Family Financial Planning, LLC, Cortland
- Fidato Wealth LLC, Middleburg Heights
- Fiduciary Wealth Group, LLC, Centerville
- Financial Legacy Builders, Fairborn
- Financial Rounds, Cincinnati
- Finish Well RIA LLC, Columbus
- Forward Thinking Wealth Management, Copley
- George Financial Services, Canton
- GJW Investment Adviser LLC, Medina
- Golden Reserve Retirement, LLC, Dublin
- Great Lakes Benefits and Wealth Management, Sandusky
- Heritage Financial Advisors, LLC, Waterville
- Hindman Financial, LLC, Dover
- Horter Investment Management, LLC, Cincinnati
- Infresh, Inc., Findlay
- Intera Financial Planners LLC, Avon Lake
- James Investment Research Inc, Xenia
- Jessup Wealth Management, Dayton
- Journey Wealth Management, Cleveland
- Kith & Kin Wealth, Broadview Heights
- Landfall Financial Advisors, Inc., Columbus
- Lesjak Planning, LLC, Westlake
- Libertas Wealth Management Group, Inc., Columbus
- Lifetime Financial Planning Solutions, LLC, Lancaster
- Lyon Capital Strategies, Akron
- Mev Value LLC, Hudson
- Michael G Miller, Willoughby
- Milestones Financial, Columbus
- MPM Wealth Advisors, Holland
- National Wealth Management Group, LLC, Cincinnati
- Northavenue LLC, Columbus
- Oberdorfer Financial, Blacklick
- Partners Investment Services, Inc, Cleveland Heights
- Pay It Forward Financial Planning, LLC, Worthington
- Peak Financial Partners, LLC, Galena
- Peb Capital Management LLC, Columbus
- Peters Wealth Group, Westerville
- Philipp Capital Advisors, Shaker Heights
- Poitinger Financial, Inc., Fairlawn
- Queen City Capital Management, LLC, Cincinnati
- Quiet Wealth Management, Cincinnati
- R&b Financial Consultants, Wadsworth
- Rebel Financial, LLC, Groveport
- Ridgeline Wealth Planning LLC, Centerville
- Rik Saylor Financial, Inc., Fairfield
- Rockport Wealth Advisors, Fairview Park
- Russo Investment Management, Cincinnati
- Sheikh Investments, Inc., Columbus
- Shuttleworth & Company, Powell
- Tayyib Investments LLC, Toledo
- Tetelestai Capital, Loveland
- The Freedom Experience, Inc., Fletcher
- The Sherrington Group, Columbus
- Tidmore Retirement Planning Specialists, Beachwood
- TMT Investment Adviser, Loveland
- Trinity Financial Advisors LLC, Columbus
- Waller Financial Planning Group, Inc., Columbus
- Wealth Accel, Centerville
- Wealthbridge Capital Management, LLC, Westerville
- Wealthquest Corporation, Cincinnati
- Westlake Advisors, Lakewood
- Wisdom Investment Strategies, LLC, Chagrin Falls
- Zimmerman Capital Management, Salem
- 365 Wealth Management Group, Mason
- 3CM Capital Management, LLC, North Canton
- A Schaffer Advisor Services, Norwalk
- Alc Investment Advisory Services, LLC, Dayton
- Andrews Wealth Management, LLC, Uniontown
- Appaloosa Wealth Management LLC, Independence
- Arseneau Financial, Westerville
- Axim Planning & Wealth, Springboro
- Bahl & Gaynor LLC, Cincinnati
- Balanced Wealth Group LLC, Westlake
- BCD Advisors, Akron
- Beacon Hill Investment Advisory, LLC, Dublin
- Beese Fulmer Private Wealth Management, Canton
- Belleau Wood Advisors, Newark
- Belser Pinnacle Financial Advisors, LLC, Bellefontaine
- Bond Tech Inc, Bellbrook
- Borland Marker, Dayton
- Brilliant Advice, LLC, Cincinnati
- Buckeye Financial Solutions, Inc., Canton
- Budak Financial Group, LLC, Highland Heights
- Cambridge Financial and Tax Advisors, LLC., Columbus
- Canopy Partners, Cincinnati
- Capital Advisory Services, LLC, West Chester
- Clarion River Adventures, LLC, Canton
- Clearstead; Clearstead Advisory Solutions, Cleveland
- Cleveland Retirement Planning LLC, Westlake
- CM Wealth Advisors LLC, Beachwood
- Colburn Wealth Management, LLC, Grove City
- Compass Financial Group, Inc., Dublin
- Concordia Wealth Planning, LLC, Powell
- Constellation Wealth Advisors, Cincinnati
- Coordinated Financial Planning Corp, Cincinnati
- Cornerstone Family Office, LLC, Mayfield Heights
- Creative Financial Solutions, LLC, Washington C. H.
- Croak Capital, Toledo
- Crowe Financial Group LLC, Hillsboro
- Cunningham Wealth Management, Broadview Heights
- Darby Creek Financial Advisors LLC, Plain City
- Dean Financial Services, Beavercreek
- Defiant Financial Services LLC, Westlake
- Demers Financial Planning, Columbus
- Dffa, LLC, Mentor
- Dye Family Office, Canfield
- Dynasty Financial Planners, Worthington
- Eadvisor LLC, Cincinnati
- Edgewater Pro Sports Financial, Avon
- Egsi Investment Management, Dublin
- Ehmli Investment Advisors LLC, Dayton
- Emvision Capital Advisors, LLC, Aurora
- Equitta Advisors LLC, Milford
- Evans Wealth Management, Gallipolis
- Everhart Advisors, Dublin
- Family Wealth Advisory Group, LLC, Cincinnati
- FC Wealth Solutions LLC, Westerville
- Fike Advisors, LLC, Wooster
- Financial Counseling, Inc., Springboro
- Financial Guidance Investment Advisers, Inc., Olmsted Falls
- Financialfamilies, Carroll
- Firelands Wealth Management, LLC, Huron
- First Fiduciary Investment Counsel Inc, Cleveland
- First Mason Financial, LLC, Medina
- Firstten Financial, Westerville
- Forestview Financial Partners, LLC, Delaware
- Foster & Motley Inc, Cincinnati
- Fourth Dimension Financial Group, Perrysburg
- Fractal Financial Design, LLC, Medina
- Frazier Financial Advisors, LLC, Columbus
- Fusion Planning LLC, Wooster
- Future Finances Inc, Columbus
- G. Earl Mowrey & Co., L.L.C, Youngstown
- G2 Capital Management, LLC, Columbus
- Gartner Financial Advisors, Mason
- Gatepass Capital, LLC, Independence
- Gateway Asset Management, LLC, Independence
- Gateway Wealth, Inc., Stow
- Gould Ruma Financial Advisors, Toledo
- Great Lakes Retirement Planning, LLC, Cleveland
- Grenadilla Advisory LLC, Kirtland
- Gross Investments LLC, Valley City
- H&m Financial Advisors, Marion
- Hackman Financial Group, Cincinnati
- Hamilton Capital, Columbus
- Harvest Advisors, LLC, Canton
- Hawk100, Dublin
- HCM Wealth Advisors, Cincinnati
- HD Pinnacle Advisors, LTD., Mansfield
- Hero Investors, LLC, Cincinnati
- Highland Consulting Associates Inc., Cleveland
- Highline Wealth Solutions, Columbus
- Hixon Zuercher Capital Management, Findlay
- Horan Wealth, LLC, Cincinnati
- HP & Associates, Bellefontaine
- Impassioned Wealth Management LTD, Napoleon
- Independence Wealth Advisors, LLC, Independence
- Integrated Wealth Management, Inc., Uniontown
- Invest Capital Partners, Springboro
- Iron Gate Wealth Advisors, LLC, Poland
- Isaacs & Associates, LLC, Cincinnati
- Isgrig Capital Asset Management, LLC, Cincinnati
- Jacobs Wealth Management, LLC, Milford
- James Ruthsatz Pinnacle Advisors LLC, Sandusky
- Jericho Financial, Westerville
- JFJ Advisory Services LLC, Morrow
- JGR Financial Solutions, Canton
- Jim Earl Financial, Warren
- John E. Sestina and Company, Columbus
- Johnson Investment Counsel, Inc., Cincinnati
- Jovan, LTD., Ashland
- JPS Financial, LLC, Westlake
- Kedzior Wealth Management LLC, Independence
- Kee Huchok Wealth Management LLC, Canal Fulton
- Keystone Financial Planning, Inc, Westlake
- Kleinfelder Capital, Inc., Cincinnati
- Km&m Pinnacle, LTD., Mansfield
- KMG Fiduciary Partners, LLC, Toledo
- Kyleshill Financial Planning, Columbus
- Lakeridge Wealth Management LLC, Mentor
- Landing Point Financial Group, Avon
- Legacy Financial Advisors, LLC, Solon
- Leither's Financial Planning, Inc., Blacklick
- Lynch Financial Group, Dublin
- Mai Capital Management, LLC, Cleveland
- Mandel Financial Services, Cincinnati
- Mbia Capital Advisors, Cincinnati
- Meridian Wealth Management, LLC, Dublin
- Meyer Gates Financial Advisors, Inc, West Chester
- MFH Investments Inc., Dayton
- Michael Brady & Co., LLC, Westlake
- Monetary Solutions, LTD., Dayton
- Money & Clarity, Cincinnati
- New Horizon Wealth Management, LLC, Canton
- North Star Advisory Group, LLC, Beachwood
- Oak Park Wealth Management LLC, Lakewood
- Octavia Wealth Advisors LLC, Cincinnati
- Omega Capital Management LLC, New Albany
- Oncenter Financial Advisors LLC, Beachwood
- One Brick Capital, LLC, Columbus
- Partnership Financial, LLC, Columbus
- Patriot Asset Advisors, LLC, Pataskala
- PDS Planning Inc, Dublin
- Peak Retirement Planning, Inc., Columbus
- Peck & Associates, LLC, Independence
- Pennant Wealth Management LLC, Avon
- Phase Line Financial, Cincinnati
- Polaris Financial Partners, LLC, Westerville
- Pomeroy Financial Planning, LLC., Cincinnati
- Prestige Wealth Management LLC, Strongsville
- Price Planning, LLC, Powell
- Prosperity Capital Advisors, Westlake
- Providence Financial Services, LLC, Rocky River
- R & M Consultants, LTD., Mansfield
- Radiant Wealth Advisory, LLC, Cincinnati
- Redwood Financial Network, Solon
- Regency Financial, LLC, Dayton
- Resource Strategies Inc, Pepper Pike
- Retirement Planning Group, LLC, Mason
- Revisor Wealth Management LLC, Akron
- Richard Miller Financial Services, LLC, Zanesville
- Rightwealth Advisors, LLC, Miamisburg
- Ripple Effect Investment Strategies, LLC, Westerville
- River Wealth Management LLC, Medina
- Ronald J. Rich Financial Advising, Lakewood
- Rookwood Wealth Management, LLC, Cinti
- Roscoe Financial, Coshocton
- Safe Harbor Wealth Advisors, LLC, Dublin
- Safe Harbor Wealth Management, LLC, Dublin
- Sapphire Wealth, Chesterland
- Schmitt Wealth Advisers, LLC, Cincinnati
- Scott S. Duko, Registered Investment Advisor, LTD., Canfield
- Securawealth, Canton
- SFG Wealth Management LLC, Grove City
- Shepherd Wealth Management, Cincinnati
- Shoreglass Financial Studio, Toledo
- Signal Tree Financial Partners LLC, Copley
- Signature Equity Partners, LLC, Columbus
- Souders Financial Advisors, LLC, Cincinnati
- Southward Financial Services, LLC, Groveport
- Square Peg Financial Advisory Services, LLC, Columbus
- SSB Managed Wealth, LLC, Canfield
- ST. Clair Advisors, LLC, Mayfield Heights
- Stage Ready Financial Planning, Oakwood
- Sterling Financial Group LLC, Worthington
- Strategic Planning, Inc., Columbus
- Sullivan Pinnacle Advisors, LTD., Akron
- SWS Partners, LLC, Columbus
- T Green Wealth Advisors LLC, Grove City
- Taub Investment Planning Services LLC, Beachwood
- The Davenport Financial Group, Inc., Dayton
- The Estate Planning Team, Inc., Middleburg Heights
- The Joseph Group Capital Management, Columbus
- The Private Investment Group, Inc., Kettering
- The Siekmann Company, Plain City
- Theus Wealth Advisors, Sunbury
- Thor Wealth Management Inc, Cincinnati
- Tricord Wealth Advisors, Columbus
- Trinity Wealth Management LLC, Cincinnati
- True North Financial Advisors, LLC, Hilliard
- Tudor Financial, Inc., Dayton
- Union Strategic Advisors, Blue Ash
- United Advisor Group, Cincinnati
- Van Winkle Wealth Management Group LLC, Newark
- Vanweelden Wealth Management, LLC, West Chester Township
- Vela Investment Management, LLC, New Albany
- Venture Visionary Partners LLC, Sylvania
- W3 Wealth Advisors, LLC, Akron
- Way Street Financial, LLC, Brunswick
- Wayne D. Minich & Company, Inc., Richfield
- Wealth Dimensions Family Office, Inc, Cincinnati
- Wealth Dimensions Group, LTD., Cincinnati
- Wealth Pinnacle, Inc., Centerville
- Well Spent Wealth Planning, Loveland
- Wellness Investment Advisers LLC, Piqua
- Wellspring Family Office, Cleveland
- Welspire LLC, Upper Arlington
- Whitcomb & Hess, Inc., Ashland
- Windsor Advisory Group, LLC, Columbus
- WS Wealth Management, LLC, Middleburg Heights
- Yarger Wealth Strategies, LLC, Westerville
- Zimmerman Advisory Group, LLC, Dublin