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Top Rated Financial Advisors in Ohio
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Ohio is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Ohio near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Doug Kinsey
Artifex Financial Group, LLC
Additional Information:
Years of Experience:
25 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional, Folio Institutional and Betterment
James Elios
Elios Financial Group, Inc.
Additional Information:
Years of Experience:
30 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, Fidelity
Dave Wilder
Total Wealth Planning LLC.
Additional Information:
Years of Experience:
35 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $5,000
- Financial Advice & Consulting
Financial Services Provided:
Jonathan Kesselman
Kesselman Wealth Management
Additional Information:
Years of Experience:
10 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Rick Scheeler
Scheeler Financial Group
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Andrew Hayek
Bluestone Wealth Partners / LPL Financial
Additional Information:
Years of Experience:
24 Years
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Brian Davis
Davis Wealth Management, LLC
Additional Information:
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Brian Mills
Mills Financial Planning,Inc.
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Hourly
- Commissions
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
Pershing
Dan Brown
National Wealth Management Group / LPL Financial
Additional Information:
Years of Experience:
26 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $25,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
W. Phil Ratcliff
Rebel Financial
Additional Information:
Years of Experience:
18 Years
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Retirement Planning
- 401K Rollovers
- Education Funding and Planning
- Financial Advice & Consulting
- Financial Planning for Individuals
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Schwab, TIAA CREF
James Evans
TTG Financial Inc
Additional Information:
Years of Experience:
38 Years
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Schwab
Mark Fissel
Beacon Hill Investment Advisory
Additional Information:
Years of Experience:
13 Years
- Hourly
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Ascensus, Vanguard, TIAA-CREF
Scott Lucas
Lucas Financial Services, Inc
Additional Information:
Years of Experience:
29 Years
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Wealth Management
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Pershing LLC
Tyler Emrick
True Wealth Design
Additional Information:
Years of Experience:
14 Years
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Retirement Planning
- Wealth Management
- Financial Planning for Individuals
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Shareholder Service Group, Charles Schwab, TD Ameritrade
Allworth Financial
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
Birchcreek Wealth Management
Additional Information:
- Fee-Only
Fee Structure
Asset Requirement: $500,000
Name(s) of Custodian(s):
Fidelity Investments
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Marc Henn
Harvest Financial Advisors
Additional Information:
Years of Experience:
30 Years
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, JP Morgan, Fidelity
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Top vetted financial advisors in Ohio by cities
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