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Financial planning in Dayton, OH

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

All 12

Anderson Financial Strategies, LLC2500 Stratacache Tower, 40 N Main St. · Dayton, OH 45423 · (855) 237-4545 · Financial planningCRD 290343 · % of assets, Hourly charges, Fixed fees · $402.1 million AUMSEC registeredNo commissions reportedBlake Schutter Theil Wealth Advisors, LLC7777 Washington Village Dr., Suite 120 · Dayton, OH 45459 · (937) 956-7875 · Financial planningCRD 292661 · % of assets, Hourly charges, Fixed fees · $459.5 million AUMSEC registeredNo commissions reportedBorland Marker7001 Corporate Way · Dayton, OH 45459 · (937) 434-7736 · Financial planningCRD 328726 · % of assets, Hourly charges, Fixed fees · $98.0 million AUMState registeredNo commissions reportedDemma-Novak Wealth Management261 Regency Ridge Drive · Dayton, OH 45459 · (937) 523-0029 · Financial planningCRD 172311 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedEhmli Investment Advisors LLC7026 Corporate Way, Suite 111 · Dayton, OH 45459 · (937) 312-9699 · Financial planningCRD 137273 · % of assets, Hourly charges, Fixed fees · $31.2 million AUMState registeredNo commissions reportedGudorf Financial Group, LLC8145 North Main Street · Dayton, OH 45415 · (937) 898-5430 · Financial planningCRD 339836 · % of assets · $121.1 million AUMSEC registeredNo commissions reportedJessup Wealth Management35 Park Avenue · Dayton, OH 45419 · (937) 938-9105 · Financial planningCRD 323035 · % of assets, Hourly charges, Fixed fees · $360.2 million AUMSEC registeredNo commissions reportedMcCollum Investment Advisors8087 Washington Village Drive, Suite 110 · Dayton, OH 45458 · (937) 435-7070 · Financial planningCRD 307225 · % of assets, Hourly charges · $63.7 million AUMState registeredNo commissions reportedMfh Investments INC.2331 Far Hills Ave. #200 · Dayton, OH 45419 · (937) 271-1467 · Financial planningCRD 121228 · % of assets, Hourly charges, Fixed fees · $30.5 million AUMState registeredNo commissions reportedMonetary Solutions, LTD.3066 Kettering Blvd · Dayton, OH 45439 · (937) 297-1140 · Financial planningCRD 121217 · % of assets, Hourly charges, Fixed fees · $139.7 million AUMSEC registeredNo commissions reported
The Davenport Financial Group, INC.267 Regency Ridge Drive · Dayton, OH 45459 · (937) 298-3113 · Financial planningCRD 282200 · % of assets, Fixed fees · $21.7 million AUMState registeredNo commissions reportedTudor Financial, INC.8111 Timberlodge Trail · Dayton, OH 45458 · (937) 439-9292 · Financial planningCRD 121495 · % of assets, Hourly charges, Fixed fees · $256.3 million AUMSEC registeredNo commissions reported