Fee-OnlyFinder

Advisers in Mason, OH

5 advisers in Mason — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

365 Wealth Management Group5770 Gateway Blvd, Suite 102 · Mason, OH 45040 · (513) 880-0002 · Financial planningCRD 314674 · % of assets, Fixed fees, Performance-based fees · $186.6 million AUMSEC registeredNo commissions reportedMatson Money, INC.5955 Deerfield Blvd. · Mason, OH 45040 · (513) 204-8000 · % of assets managedCRD 110425 · % of assets, Other · $24.3 billion AUMSEC registeredNo commissions reportedRetire Right Wealth Management5506 Irwin Simpson Road · Mason, OH 45040 · (513) 722-9222 · % of assets managedCRD 324285 · % of assets · $60.0 million AUMState registeredNo commissions reportedRetirement Planning Group, LLC5740 Gateway Blvd, Suite 203 · Mason, OH 45040 · (513) 587-4765 · Financial planningCRD 337562 · % of assets, Fixed fees · $2.4 million AUMState registeredNo commissions reportedSound Asset Management, INC.969 Reading Rd, Suite K · Mason, OH 45040 · (513) 755-8297 · Financial planningCRD 144170 · % of assets, Hourly charges · $15.4 million AUMState registeredNo commissions reported
Talking to advisers in Mason? 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.