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Financial planning in New Albany, OH

4 advisers in New Albany offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Omega 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