Fee-OnlyFinder

Advisers in New Albany, OH

6 advisers in New Albany — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (4)

All advisers

Columbus Investment Advisory INC.68 North High Street, Building C · New Albany, OH 43054 · (614) 882-1418 · Hourly feesCRD 104595 · % of assets, Hourly charges · $453.7 million AUMSEC registeredNo commissions reportedKennon-Green & CO.5031 Forest Drive, Suite a · New Albany, OH 43054 · (614) 656-3638 · Flat / fixed feesCRD 284713 · % of assets, Fixed fees, Performance-based fees · $171.4 million AUMSEC registeredNo commissions reportedOmega Capital Management LLC7775 Walton Pkwy, Suite 100 · New Albany, OH 43054 · (614) 721-4534 · Financial planningCRD 332533 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedPalmetto Wealth Management, LLC6970 Grate Park Dr · New Albany, OH 43054 · (843) 589-9535 · Financial planningCRD 150648 · % of assets, Hourly charges · $32.4 million AUMState registeredNo commissions reportedVela Investment Management, LLC220 Market Street Suite 208 · New Albany, OH 43054 · (614) 653-8352 · Financial planningCRD 306678 · % of assets, Fixed fees, Performance-based fees · $562.9 million AUMSEC registeredNo commissions reportedYfp Wealth118 E Main St. · New Albany, OH 43054 · (614) 618-5901 · Financial planningCRD 282918 · % of assets, Fixed fees · $53.2 million AUMSEC registeredNo commissions reported
Talking to advisers in New Albany? 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.