Fee-OnlyFinder

Advisers in Powell, OH

4 advisers in Powell — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)

All advisers

Capital City Asset Management Group, LLC3789 Attucks Dr · Powell, OH 43065 · (614) 485-0803 · Financial planningCRD 134008 · % of assets, Hourly charges, Fixed fees · $79.9 million AUMState registeredNo commissions reportedNvest Wealth Strategies, INC.9757 Fairway Drive · Powell, OH 43065 · (614) 389-4646 · Financial planningCRD 139758 · % of assets, Hourly charges · $236.7 million AUMSEC registeredNo commissions reportedSchuler Wealth Planning LLC3819 Attucks Drive · Powell, OH 43065 · (614) 454-1768 · Financial planningCRD 318249 · % of assets, Hourly charges, Fixed fees · $56.0 million AUMState registeredNo commissions reportedShuttleworth & Company3807 Attucks Drive · Powell, OH 43065 · (614) 760-7738 · Financial planningCRD 121382 · % of assets, Fixed fees · $173.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Powell? 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.