Fee-OnlyFinder

Flat / fixed fees in Columbus, OH

39 advisers in Columbus offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 39

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 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 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 reportedG2 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 reportedGarlikov Advisors INC41 S High St Ste 3400 · Columbus, OH 43215 · (614) 221-0900 · Flat / fixed feesCRD 112352 · % of assets, Fixed fees · $207.6 million AUMSEC registeredNo commissions reported
Gerber, 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 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 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 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 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 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 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 reported