PlannerFees

Firms based in other states that are registered in Ohio

197 fee only firms that publish prices. Back to the Ohio page.

These firms are based in another state and are registered in Ohio. The list isn't complete: a firm with five or fewer clients in Ohio doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.

197 firms with published fees

Firms that publish fees
FirmHourly rateFlat or project feeOngoing fee
Abound Wealth Management, LLCFranklin, TNCFP®Not published$5,200No monthly fee$4,200/yr
Absher Wealth Management, LLCChapel Hill, NCNot publishedUp to $20,000% of assets
Abundo WealthHouston, TXNo AUM feeNot publishedNot published$199/mo$199/mo
AdviceOne Advisory Services, LLCGlastonbury, CTNot publishedUp to $25,000% of assets
Advisors Capital Management, LLCRidgewood, NJ$350⁠-$500/hrNot published% of assets
Advisors Management Group IncLa Crosse, WINot published$500⁠-$10,000% of assets
Albion Financial GroupSalt Lake City, UT$250⁠-$500/hr$2,500⁠-$50,000% of assets
Alpha Capital Family Office, LLCGreenwood Village, CONot published$1,000⁠-$300,000% of assets
American Financial Advisors, LLC.Marietta, GA$150/hrNot published% of assets
Ankerstar Wealth, LLCLeander, TXNot published$1,500% of assets
Anthony Investment Management, LLCWheeling, WVNot published$100⁠-$10,000% of assets
ApforiaVirginia Beach, VAUp to $500/hrNot publishedNo monthly feeUp to $30,000/yr
Arbor Trust Wealth Advisors, LLCAnn Arbor, MICFP®$200⁠-$400/hr$2,500⁠-$5,000% of assets
Arena Private WealthChicago, IL$250/hrNot published% of assets
Arena Wealth Advisors LLCJeffersonville, IN$300/hrNot published% of assets
Ask DollyDenver, CONo AUM feeNot publishedNot published$50⁠-$100/mo$50⁠-$100/mo
AssetBuilder, Inc.Allen, TXCFP®Up to $350/hrNot published% of assets
Astoria Portfolio Advisors LLCNew York City, NY$300/hr$300⁠-$50,000% of assets
Aurelius Family Office, LLCBedford, NHNot published$2,000⁠-$10,000% of assets
Bailard, Inc.Foster City, CANot published$3,500⁠-$15,000No monthly fee$2,000⁠-$50,000/yr
BakerAvenueSan Francisco, CA$225⁠-$300/hr$2,000⁠-$10,000% of assets
Barlow Wealth Partners, LLCLouisville, KY$150⁠-$750/hrNot published% of assets
Beacon TrustMorristown, NJNot published$5,000⁠-$15,000% of assets
Becker Capital Management, Inc.Portland, OR$100⁠-$500/hrNot published% of assets
Bedel Financial Consulting IncIndianapolis, INNot published$1,000⁠-$2,500% of assets
Better Pockets FinancialFort Collins, COVirtual meetings$250/hr$500⁠-$15,000$100⁠-$150/mo$100⁠-$150/mo
BLBB AdvisorsMontgomeryville, PANot published$2,500⁠-$10,000% of assets
Boldin AdvisorsMill Valley, CANo AUM fee$300⁠-$475/hrUp to $6,000No monthly feeUp to $6,000/yr
Braun-Bostich & Associates Inc.Canonsburg, PACFP®Not published$2,000⁠-$10,000No monthly fee$1,500⁠-$20,000/yr
Breachway Investments, LLCCharlestown, RICFP®$200/hrNot published% of assets
Brennan Capital Management LLCWestport, CTCFP®$300/hr$750⁠-$3,000$750/mo$750/mo
Brighton Jones LLCSeattle, WA$150⁠-$300/hr$5,000⁠-$25,000% of assets
Brooklyn FI, LLCBrooklyn, NYNot publishedNot published$500⁠-$2,000/mo$500⁠-$2,000/mo
Brownson, Rehmus & Foxworth, Inc.Chicago, ILVirtual meetingsCFP®$150⁠-$500/hrNot published% of assets
Burling Wealth PartnersChicago, ILUp to $1,000/hr$10,000⁠-$100,000% of assets
Cahill Financial Advisors, Inc.Edina, MNNot publishedUp to $5,000% of assets
Calamita Wealth ManagementCharlotte, NCCFP®Not published$5,000⁠-$15,000% of assets
Calculated WealthMadison, WI$400/hr$4,500⁠-$60,000No monthly fee$10,000⁠-$60,000/yr
Cambridge Advisors IncOmaha, NENot published$2,500% of assets
Campbell Financial Partners, LLCFort Myers, FL$300/hr$3,000⁠-$5,000% of assets
Canopy Wealth ManagementMiddleton, WINot published$1,000⁠-$25,000From $200/moFrom $200/mo
Capstone Financial Advisors IncDowners Grove, IL$150⁠-$400/hr$1,000⁠-$30,000% of assets
Capstone Wealth Management Group, Inc.Bend, OR$95⁠-$295/hr$500⁠-$7,000% of assets
Castle Wealth ManagementBoynton Beach, FLCFP®$100⁠-$450/hrFrom $2,500% of assets
Catawba River CapitalLake Wylie, SC$150/hrNot published% of assets
Century Management Financial AdvisorsAustin, TX$250/hr$4,000⁠-$10,000% of assets
CGN Advisors, LLCManhattan, KSNot publishedNot publishedNo monthly fee$480⁠-$8,000/yr
Chicago Capital, LLCChicago, ILFrom $1,000/hrNot published% of assets
Choate Investment AdvisorsBoston, MANot published$1,000⁠-$2,500% of assets
CJM Wealth Advisers, Ltd.Falls Church, VANot published$2,000⁠-$10,000% of assets
147 more firms with published fees