Fee-OnlyFinder

Advisers in Dublin, OH

33 advisers in Dublin — 33 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (26)Hourly fees (17)Flat / fixed fees (29)% of assets managed (29)Retirement plan consulting (11)

All advisers

Access Wealth Group, LLC25 North St. · Dublin, OH 43017 · (614) 285-4777 · Financial planningCRD 327982 · % of assets, Hourly charges · $19.6 million AUMState registeredNo commissions reportedAdvanced Asset Management Advisors, INC.4995 Bradenton Ave., Suite 210 · Dublin, OH 43017 · (614) 717-4451 · Flat / fixed feesCRD 119859 · % of assets, Fixed fees · $651.3 million AUMSEC registeredNo commissions reportedAdvocate Wealth Solutions655 Metro Place South, Suite 440 · Dublin, OH 43017 · (614) 408-0004 · Financial planningCRD 152534 · % of assets, Hourly charges, Fixed fees · $7.0 million AUMState registeredNo commissions reportedArd Advisory Services, LLC7263 Sawmill Rd., Ste 150 · Dublin, OH 43016 · (614) 602-6506 · Financial planningCRD 318653 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedBeacon Hill Investment Advisory, LLC6000 Venture Drive, Suite B · Dublin, OH 43017 · (614) 469-4685 · Financial planningCRD 148463 · % of assets, Hourly charges, Fixed fees · $91.7 million AUMState registeredNo commissions reportedCapstone Wealth Partners6037 Frantz Rd., Suite 104 · Dublin, OH 43017 · (614) 754-7805 · Financial planningCRD 152524 · % of assets, Fixed fees · $114.9 million AUMSEC registeredNo commissions reportedColumbus Street Wealth Management, LLC5650 Blazer Parkway · Dublin, OH 43017 · (614) 662-4250 · Financial planningCRD 301788 · Hourly charges, Fixed fees · $144.5 million AUMSEC registeredNo commissions reportedColumbus Wealth Management6605 Longshore Street, Suite 240 #190 · Dublin, OH 43017 · (937) 776-5494 · Financial planningCRD 317480 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reportedCompass Financial Group, INC.6277 Riverside Drive, Suite 2n · Dublin, OH 43017 · (614) 791-0093 · Financial planningCRD 130867 · % of assets, Fixed fees · $148.8 million AUMSEC registeredNo commissions reportedCox & Cook Wealth Advisors53 North High Street, Suite A1 · Dublin, OH 43017 · (614) 764-2366 · Financial planningCRD 173691 · % of assets · $119.5 million AUMSEC registeredNo commissions reported
Delta Capital Management, INC.545 Metro Place South, Suite 100 · Dublin, OH 43017 · (614) 655-8877 · % of assets managedCRD 164736 · % of assets · $6.8 million AUMState registeredNo commissions reportedDorsey Groomes Wealth Management220 W Bridge St, Suite 117 · Dublin, OH 43017 · (614) 300-0549 · Financial planningCRD 333086 · % of assets, Hourly charges, Fixed fees · $1.1 million AUMState registeredNo commissions reportedEgsi Investment Management5100 Parkcenter Ave, Suite 120 · Dublin, OH 43017 · (614) 526-4118 · Financial planningCRD 171488 · % of assets, Fixed fees · $144.7 million AUMSEC registeredNo commissions reportedEverhart Advisors5200 Rings Road · Dublin, OH 43017 · (614) 717-9705 · Financial planningCRD 107091 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedFerraro Wealth Management, LLC109 S. High Street · Dublin, OH 43017 · (614) 783-1051 · Financial planningCRD 308015 · % of assets, Fixed fees · $105.0 million AUMState registeredNo commissions reportedGolden Reserve Retirement, LLC270 Bradenton Avenue · Dublin, OH 43017 · (855) 456-4777 · Financial planningCRD 283588 · Fixed fees · $544.3 million AUMSEC registeredNo commissions reportedHawk100555 Metro Place North, Suite 100 · Dublin, OH 43017 · (614) 791-4295 · Financial planningCRD 130927 · % of assets, Hourly charges, Fixed fees · $14.0 million AUMState registeredNo commissions reportedJrp Capital Corp5100 Parkcenter Ave, Suite 120 · Dublin, OH 43017 · (614) 559-2261 · Flat / fixed feesCRD 106285 · % of assets, Fixed fees · $108.5 million AUMSEC registeredNo commissions reportedKeeler & Nadler Family Wealth565 Metro Place South, Suite 280 · Dublin, OH 43017 · (614) 791-4123 · Financial planningCRD 173079 · % of assets, Hourly charges, Fixed fees · $609.9 million AUMSEC registeredNo commissions reportedLeclair Wealth Partners6515 Longshore Loop, Suite 100 · Dublin, OH 43017 · (888) 277-5704 · Financial planningCRD 332827 · % of assets, Hourly charges, Fixed fees · $363.0 million AUMSEC registeredNo commissions reportedLynch Financial Group5880 Sawmill Rd, Suite 204 · Dublin, OH 43017 · (614) 791-8884 · Financial planningCRD 105821 · % of assets, Hourly charges, Fixed fees · $109.2 million AUMState registeredNo commissions reportedMeeder Advisory Services, INC.6125 Memorial Dr · Dublin, OH 43017 · (866) 633-3371 · Flat / fixed feesCRD 106814 · % of assets, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedMeeder Asset Management, INC.6125 Memorial Drive · Dublin, OH 43017 · (866) 633-3371 · Flat / fixed feesCRD 105794 · % of assets, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedMeeder Public Funds, INC.6125 Memorial Drive · Dublin, OH 43017 · (866) 633-3371 · Hourly feesCRD 106816 · % of assets, Hourly charges, Fixed fees · $70.2 billion AUMSEC registeredNo commissions reportedParallel Equity Advisors LTD.5650 Blazer Parkway, Suite 112 · Dublin, OH 43017 · (614) 354-5452 · Financial planningCRD 153265 · % of assets, Hourly charges, Fixed fees · $50.4 million AUMState registeredNo commissions reportedPds Planning INC475 Metro Place S., Suite 460 · Dublin, OH 43017 · (614) 481-8449 · Financial planningCRD 106895 · Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedPersonal Wealth Management Advisors, INC.6001 Tain Drive, Suite 104 · Dublin, OH 43017 · (614) 336-7962 · % of assets managedCRD 135588 · % of assets · $19.2 million AUMState registeredNo commissions reportedRetirement Strategies, LTD.5060 Parkcenter Ave., Suite a · Dublin, OH 43017 · (614) 799-8668 · Financial planningCRD 163701 · % of assets, Hourly charges, Fixed fees · $272.7 million AUMSEC registeredNo commissions reportedSafe Harbor Wealth Advisors, LLC6099 Frantz Road · Dublin, OH 43017 · (614) 760-0670 · Financial planningCRD 284613 · % of assets, Fixed fees, Other · $167.2 million AUMSEC registeredNo commissions reportedSafe Harbor Wealth Management, LLC6099 Frantz Road · Dublin, OH 43017 · (614) 760-0670 · Financial planningCRD 156743 · % of assets, Fixed fees, Other · $29.0 million AUMState registeredNo commissions reportedThe Pension Group700 Stonehenge Parkway, Suite B · Dublin, OH 43017 · (614) 423-4600 · Financial planningCRD 293819 · % of assets, Hourly charges, Fixed fees · $182.4 million AUMSEC registeredNo commissions reportedTruly Prosper Financial Planning LLC6605 Longshore Street, Suite 240 · Dublin, OH 43017 · (614) 259-7737 · Financial planningCRD 310549 · Hourly charges, Fixed fees · $70.8 million AUMState registeredNo commissions reportedZimmerman Advisory Group, LLC5650 Blazer Pkwy, Ste 100 · Dublin, OH 43017 · (614) 571-5058 · Financial planningCRD 148214 · % of assets, Fixed fees, Other · $31.3 million AUMState registeredNo commissions reported
Talking to advisers in Dublin? 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.