Fee-OnlyFinder

Advisers in Upper Arlington, OH

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

Flat / fixed fees (3)

All advisers

Fiducia Wealth Management2939 Kenny Rd, Ste 206 · Upper Arlington, OH 43221 · (210) 792-2052 · Financial planningCRD 338281 · % of assets · $36.0 million AUMState registeredNo commissions reportedKovalcik & Geraghty Wealth Partners LLP2074 Arlington Avenue · Upper Arlington, OH 43221 · (614) 222-4888 · Financial planningCRD 159811 · % of assets, Hourly charges, Fixed fees · $299.1 million AUMSEC registeredNo commissions reportedTcp Asset Management, LLC5000 Horizons Drive · Upper Arlington, OH 43220 · (614) 761-9378 · Financial planningCRD 286037 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWelspire LLC2400 Cambridge Boulevard · Upper Arlington, OH 43221 · (614) 745-1696 · Financial planningCRD 176518 · % of assets, Fixed fees · $26.5 million AUMState registeredNo commissions reported
Talking to advisers in Upper Arlington? 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.