Fee-OnlyFinder

% of assets managed in Columbus, OH

58 advisers in Columbus offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 58

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 Group, INC.4100 Horizons Drive, Suite 209 · Columbus, OH 43220 · (614) 457-1530 · % of assets managedCRD 112254 · % of assets · $331.3 million AUMSEC 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 reportedCommon Wealth Management LLC6816 Caine Road · Columbus, OH 43015 · (740) 417-4160 · Hourly feesCRD 150464 · % of assets, Hourly charges · $9.9 million AUMState 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 reportedDiamond Hill Capital Management, LLC325 John H. McConnell Blvd., Suite 200 · Columbus, OH 43215 · (614) 255-3333 · % of assets managedCRD 110638 · % of assets, Performance-based fees · $29.4 billion AUMSEC 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 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 reported
Future 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 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 reportedHuntington Financial Advisors41 S. High Street · Columbus, OH 43215 · (800) 322-4600 · % of assets managedCRD 16986 · % of assets · $7.9 billion 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 reportedJr Mesenburg and Associates, LLC96 Northwoods Blvd. · Columbus, OH 43235 · (614) 431-0431 · % of assets managedCRD 144645 · % of assets · $118.3 million AUMState 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 Investment Advisors, LLCOne Nationwide Plaza, 03-07-202 · Columbus, OH 43215 · (614) 435-8371 · % of assets managedCRD 142373 · % of assets · $16.7 billion AUMSEC 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 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 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 reportedPowers Capital Management, LLC831 Grandview Ave · Columbus, OH 43215 · (614) 485-1188 · % of assets managedCRD 317897 · % of assets · $59.1 million AUMState registeredNo commissions reportedRoss Wealth Advisors, LLC1093 Fishinger Road · Columbus, OH 43221 · (614) 545-0277 · % of assets managedCRD 304359 · % of assets · $139.7 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 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 reportedSteele Investment Counsel, LTD.5005 Horizons Dr., Ste 100 · Columbus, OH 43220 · (614) 206-3272 · % of assets managedCRD 105065 · % of assets · $83.3 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 reportedWeinberg Advisory Group35 North Fourth Street, Suite 300-D · Columbus, OH 43215 · (614) 571-5409 · Hourly feesCRD 133954 · % of assets, Hourly charges · $55.1 million AUMState 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