Fee-OnlyFinder

Advisers in Centerville, OH

7 advisers in Centerville — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)

All advisers

Accent Capital Management, LLC170 E. Spring Valley Pike, Suite B · Centerville, OH 45458 · (937) 231-0528 · % of assets managedCRD 319275 · % of assets · $382.7 million AUMSEC registeredNo commissions reportedBuckeye Wealth Partners, LLC203 W. Franklin St. · Centerville, OH 45459 · (937) 434-1790 · Financial planningCRD 126428 · % of assets, Hourly charges, Fixed fees · $68.0 million AUMState registeredNo commissions reportedFiduciary Wealth Group, LLC6784 Loop Road Suite# 208 · Centerville, OH 45459 · (855) 560-7171 · Financial planningCRD 299711 · % of assets, Hourly charges, Fixed fees · $178.0 million AUMSEC registeredNo commissions reportedFry Investment Advisors, INC.323 Regency Ridge Dr. · Centerville, OH 45459 · (937) 428-0787 · % of assets managedCRD 300109 · % of assets · $27.0 million AUMState registeredNo commissions reportedRidgeline Wealth Planning LLC1700 Lyons Road, Suite B · Centerville, OH 45458 · (937) 739-3744 · Financial planningCRD 307702 · % of assets, Hourly charges, Fixed fees · $259.6 million AUMSEC registeredNo commissions reportedWealth Accel81 Rhoads Center Dr. Suite a · Centerville, OH 45458 · (937) 949-5254 · Financial planningCRD 330912 · % of assets, Fixed fees · $74.8 million AUMState registeredNo commissions reportedZenith Advisory Group, LLC10554 Success Lane, Suite G · Centerville, OH 45458 · (937) 312-8171 · Financial planningCRD 287801 · % of assets, Hourly charges · $65.3 million AUMState registeredNo commissions reported
Talking to advisers in Centerville? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.