Fee-OnlyFinder

Advisers in West Chester, OH

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

Flat / fixed fees (3)

All advisers

Capital Advisory Services, LLC8240 Beckett Park Drive, Suite B · West Chester, OH 45069 · (513) 942-7000 · Financial planningCRD 121227 · % of assets, Fixed fees · $90.3 million AUMState registeredNo commissions reportedHarvest Financial Advisors, LLC8840 Cincinnati-Dayton Road · West Chester, OH 45069 · (513) 779-3030 · Financial planningCRD 145552 · % of assets, Hourly charges · $671.0 million AUMSEC registeredNo commissions reportedIronkoor Retirement, LLC9624 Cincinnati Columbus Rd., Suite 212 · West Chester, OH 45241 · (513) 953-9338 · Financial planningCRD 327162 · % of assets, Fixed fees · $14.6 million AUMState registeredNo commissions reportedMeyer Gates Financial Advisors, INC9078 Union Centre Blvd., Suite 350 · West Chester, OH 45069 · (937) 220-4915 · Financial planningCRD 125046 · % of assets, Fixed fees · $168.7 million AUMSEC registeredNo commissions reported
Talking to advisers in West Chester? 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.