Fee-OnlyFinder

Financial planning in Columbus, OH

51 advisers in Columbus offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 51

Alexander Financial Planning, INC.3600 Olentangy River Road, Suite C2 · Columbus, OH 43214 · (614) 538-1600 · Financial planningCRD 121139 · % of assets, Hourly charges, Fixed fees · $102.8 million AUMState registeredNo commissions reportedAntolino Wealth Advisors150 E. Broad St., Suite 100 · Columbus, OH 43215 · (614) 442-3355 · Financial planningCRD 119829 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedCambridge Financial and Tax Advisors, LLC.830 E Johnstown Rd, Suite a · Columbus, OH 43230 · (614) 414-0600 · Financial planningCRD 145773 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedCapital Asset Management, INC.445 Hutchinson Avenue, Suite 270 · Columbus, OH 43235 · (614) 515-5510 · Financial planningCRD 120597 · % of assets · $199.5 million AUMSEC registeredNo commissions reportedDemers Financial Planning3380 Tremont Road, Suite 100 · Columbus, OH 43221 · (614) 451-4505 · Financial planningCRD 106702 · % of assets, Fixed fees, Other · $125.3 million AUMSEC registeredNo commissions reportedDiamond Equity Advisors4200 Regent Street, Suite 200 · Columbus, OH 43219 · (614) 763-6553 · Financial planningCRD 306451 · % of assets, Hourly charges, Fixed fees · $16.4 million AUMState registeredNo commissions reportedEfs Wealth Management LLC4182 Worth Ave · Columbus, OH 43219 · (614) 536-0222 · Financial planningCRD 314709 · % of assets · $19.5 million AUMState registeredNo commissions reportedFinish Well Ria LLC1 E Campus View Blvd, Ste 250 · Columbus, OH 43235 · (833) 397-3847 · Financial planningCRD 321957 · Fixed fees · $109.0 million AUMSEC registeredNo commissions reportedFrazier Financial Advisors, LLC1690 West Lane Avenue, Suite 280 · Columbus, OH 43221 · (614) 793-8297 · Financial planningCRD 106649 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedFuture Finances INC100 Northwoods Blvd. Ste "B" · Columbus, OH 43235 · (614) 888-7526 · Financial planningCRD 105190 · % of assets, Fixed fees · $304.6 million AUMSEC registeredNo commissions reported
G2 Capital Management, LLC1600 West Lane Avenue, Suite 270 · Columbus, OH 43221 · (614) 484-1400 · Financial planningCRD 286521 · % of assets, Fixed fees, Performance-based fees · $756.5 million AUMSEC registeredNo commissions reportedGerber, LLC580 N Fourth Street, Suite 400 · Columbus, OH 43215 · (614) 431-4343 · Financial planningCRD 120039 · % of assets, Fixed fees · $592.1 million AUMSEC registeredNo commissions reportedGgm Financial LLC2492 W Dublin Granville Rd. · Columbus, OH 43235 · (614) 310-2400 · Financial planningCRD 327008 · % of assets, Fixed fees · $513.0 million AUMSEC registeredNo commissions reportedGraver Capital Management, LLC1550 Old Henderson Road, Suite E-273 · Columbus, OH 43220 · (614) 499-2500 · Financial planningCRD 312515 · % of assets · $153.5 million AUMSEC registeredNo commissions reportedGryphon Financial Partners325 John H. McConnell Blvd., Suite 425 · Columbus, OH 43215 · (614) 929-2880 · Financial planningCRD 288210 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedHamilton Capital5025 Arlington Centre Blvd, Suite 300 · Columbus, OH 43220 · (614) 273-1000 · Financial planningCRD 109116 · % of assets, Hourly charges, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedHicks Capital Management, LLC4200 Regent Street, Suite 200 · Columbus, OH 43219 · (614) 944-5210 · Financial planningCRD 158609 · % of assets, Hourly charges, Fixed fees · $344.7 million AUMSEC registeredNo commissions reportedJohn E. Sestina and Company1161 Bethel Road, Suite 201 · Columbus, OH 43220 · (614) 326-3077 · Financial planningCRD 108634 · % of assets, Fixed fees · $744.0 million AUMSEC registeredNo commissions reportedKipi Financial Planning LLC2029 Riverside Drive, Suite 106 · Columbus, OH 43221 · (614) 401-6444 · Financial planningCRD 333112 · % of assets · $5.5 million AUMState registeredNo commissions reportedKurfees Capital Management, LLC2786 Helston Road · Columbus, OH 43220 · (614) 859-9834 · Financial planningCRD 120971 · % of assets · $8.5 million AUMState registeredNo commissions reportedKyleshill Financial Planning3400 North High Street, Suite 210 · Columbus, OH 43202 · (614) 395-1295 · Financial planningCRD 143604 · % of assets, Fixed fees · $92.5 million AUMState registeredNo commissions reportedLibertas Wealth Management Group, INC.5003 Horizons Dr., Suite 200 · Columbus, OH 43220 · (614) 543-1350 · Financial planningCRD 157769 · % of assets, Fixed fees · $163.1 million AUMSEC registeredNo commissions reportedMeyers Wealth Management, LLC5005 Horizons Drive, Suite 200 · Columbus, OH 43220 · (614) 442-6787 · Financial planningCRD 289801 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedMilestone Wealth Strategies620 East Broad Street - Suite J · Columbus, OH 43215 · (614) 361-5559 · Financial planningCRD 306297 · % of assets, Hourly charges · $19.1 million AUMState registeredNo commissions reportedNationwide Securities, LLCOne Nationwide Plaza, Mailing Code: 01-17-402 · Columbus, OH 43215 · (888) 753-7364 · Financial planningCRD 11173 · % of assetsSEC registeredNo commissions reportedNorthavenue LLC4400 N High St, Suite 201 · Columbus, OH 43214 · (614) 210-3948 · Financial planningCRD 297300 · Fixed fees · $204.8 million AUMSEC registeredNo commissions reportedOne Brick Capital, LLC5005 Horizons Dr, Suite 100 · Columbus, OH 43220 · (614) 530-9733 · Financial planningCRD 300365 · % of assets, Fixed fees, Other · $50.5 million AUMState registeredNo commissions reportedOrganic Wealth, LLC752 High Street, Suite #2 · Columbus, OH 43085 · (614) 412-4611 · Financial planningCRD 331383 · % of assets, Hourly charges, Fixed fees · $6.5 million AUMState registeredNo commissions reportedPartnership Financial, LLC4400 N High St, Suite 412 · Columbus, OH 43214 · (614) 328-9319 · Financial planningCRD 119681 · Fixed fees, OtherState registeredNo commissions reportedPeak Retirement Planning, INC.3600 Olentangy River Road, Building 501 · Columbus, OH 43214 · (614) 500-4121 · Financial planningCRD 317592 · % of assets, Fixed fees · $631.0 million AUMSEC registeredNo commissions reportedPeb Capital Management LLC1880 Mackenzie Drive, Suite #100 · Columbus, OH 43220 · (614) 457-6855 · Financial planningCRD 315241 · % of assets, Hourly charges, Fixed fees · $171.0 million AUMSEC registeredNo commissions reportedPeerless Wealth1 E. Campus View Blvd., Suite 210 · Columbus, OH 43235 · (614) 824-2824 · Financial planningCRD 305807 · % of assets, Hourly charges · $148.7 million AUMSEC registeredNo commissions reportedPhysicians Wealth Solutions, LLC6816 Caine Road · Columbus, OH 43235 · (740) 417-4160 · Financial planningCRD 170623 · % of assets · $43.3 million AUMState registeredNo commissions reportedSheikh Investments, INC.5001 Horizons Dr., Suite 202 · Columbus, OH 43220 · (614) 824-4652 · Financial planningCRD 305832 · % of assets, Hourly charges, Fixed fees · $143.6 million AUMState registeredNo commissions reportedSignature Equity Partners, LLC445 Hutchinson Avenue, Suite 800 · Columbus, OH 43235 · (614) 846-6000 · Financial planningCRD 327455 · % of assets, Hourly charges, Fixed fees · $688.1 million AUMSEC registeredNo commissions reportedSky Vision Wealth, LLC445 Hutchinson Ave., Suite 125 · Columbus, OH 43235 · (614) 412-8737 · Financial planningCRD 317010 · % of assets · $35.1 million AUMState registeredNo commissions reportedStrategic Planning, INC.7730 Olentangy River Road · Columbus, OH 43235 · (614) 802-0170 · Financial planningCRD 139648 · % of assets, Fixed fees · $376.6 million AUMSEC registeredNo commissions reportedSummit Financial Strategies INC4111 Worth Ave., #510 · Columbus, OH 43219 · (614) 885-1115 · Financial planningCRD 110112 · % of assets, Other · $2.3 billion AUMSEC registeredNo commissions reportedSws Advisors, INC.1900 Polaris Parkway, Suite 450 · Columbus, OH 43240 · (614) 438-5300 · Financial planningCRD 120054 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedSws Partners, LLC230 West Street, Suite 500 · Columbus, OH 43215 · (614) 670-5733 · Financial planningCRD 281838 · % of assets, Fixed fees, Performance-based fees · $442.6 million AUMSEC registeredNo commissions reportedThe Joseph Group Capital Management605 South Front Street, Suite 100 · Columbus, OH 43215 · (614) 228-4300 · Financial planningCRD 165311 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedThe Sherrington Group2175 Riverside Drive · Columbus, OH 43221 · (614) 485-2000 · Financial planningCRD 119864 · % of assets, Hourly charges, Fixed fees · $90.9 million AUMState registeredNo commissions reportedThe Wealth Advantage Group, INC.5005 Horizons Drive, Suite 100 · Columbus, OH 43220 · (614) 459-9000 · Financial planningCRD 122231 · % of assets, Hourly charges, Fixed fees · $146.4 million AUMSEC registeredNo commissions reportedTrendcalc Dynamics21 E. State Street, Suite 200 · Columbus, OH 43215 · (614) 300-7390 · Financial planningCRD 288325 · % of assets, Hourly charges, Fixed fees · $35.1 million AUMState registeredNo commissions reportedTricord Wealth Advisors5000 Arlington Centre Blvd., Suite 7162 · Columbus, OH 43220 · (614) 436-1658 · Financial planningCRD 119921 · % of assets, Hourly charges, Fixed fees · $7.7 million AUMState registeredNo commissions reportedTrinity Financial Advisors LLC760 Communications Parkway, Suite 200 · Columbus, OH 43214 · (614) 848-7667 · Financial planningCRD 133191 · % of assets, Fixed fees · $670.0 million AUMSEC registeredNo commissions reportedTsg Advice Partners, LLC4449 Easton Way, Suite 200 · Columbus, OH 43219 · (614) 697-2750 · Financial planningCRD 305999 · % of assets, Hourly charges, Fixed fees · $866.5 million AUMSEC registeredNo commissions reportedVawter Financial LTD1161 Bethel Road, Suite 304 · Columbus, OH 43220 · (614) 451-1002 · Financial planningCRD 108830 · % of assets, Hourly charges, Fixed fees · $394.4 million AUMSEC registeredNo commissions reportedWaller Financial Planning Group, INC.941 Chatham Lane Suite 212 · Columbus, OH 43221 · (614) 457-7026 · Financial planningCRD 159564 · % of assets, Hourly charges, Fixed fees · $747.8 million AUMSEC registeredNo commissions reportedWindsor Advisory Group, LLC2130 Quarry Trails Dr, 1st Floor · Columbus, OH 43228 · (614) 545-0300 · Financial planningCRD 122266 · % of assets, Fixed fees, Other · $2.9 billion AUMSEC registeredNo commissions reportedWorld Choice Securities, INC.7650 Rivers Edge Drive, Suite 260 · Columbus, OH 43235 · (614) 436-0231 · Financial planningCRD 30933 · % of assets · $26.7 million AUMState registeredNo commissions reported