{ "path": "/advisors/oh/columbus/fee-only", "url": "https://advisorcensus.com/advisors/oh/columbus/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Columbus, OH", "filters": {}, "scope_total": 56, "faq": [ { "q": "How many financial advisory firms are there in Columbus, OH?", "a": "AdvisorCensus lists 184 investment advisory firms with a principal office in the Columbus metro area, from Form ADV filings as of October 2026: 90 SEC-registered, 83 state-registered, and 11 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Columbus, OH?", "a": "56 of the 184 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Columbus, OH offer financial planning?", "a": "134 of the 173 firms in Columbus, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Columbus, OH fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 56 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 56 investment advisory firms with a principal office in the Columbus metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Columbus has 184 investment advisory firms with a principal office in the metro area as of October 2026: 90 SEC-registered, 83 state-registered, and 11 exempt reporting advisers. 56 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 63 report under $100 million in regulatory assets under management. The metro area has 864,663 households, 110,354 of them with income of $200,000 or more, or 600 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Columbus, OH: 56 firms from Form ADV filings as of October 2026.", "total_firms": 56, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 27, "state": 29, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 56 }, { "code": "percentage_of_aum", "count": 49 }, { "code": "hourly", "count": 27 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 38 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 11 }, { "code": "10_to_19", "count": 12 }, { "code": "20_plus", "count": 15 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 8 }, { "code": "25m_100m", "count": 17 }, { "code": "100m_500m", "count": 19 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 120336, "name": "21st Century Equity Advisors Corporation", "name_as_filed": "21ST CENTURY EQUITY ADVISORS CORPORATION", "url": "https://advisorcensus.com/firm/21st-century-equity-advisors-corporation-worthington-oh-120336", "city": "Worthington", "state": "OH", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327982, "name": "Access Wealth Group, LLC", "name_as_filed": "ACCESS WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/access-wealth-group-llc-dublin-oh-327982", "city": "Dublin", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145635, "name": "Accolade ASSET/LIABILITY Advisory Services", "name_as_filed": "ACCOLADE ASSET/LIABILITY ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/accolade-asset-liability-advisory-services-columbus-oh-145635", "city": "Columbus", "state": "OH", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119859, "name": "Advanced Asset Management Advisors, Inc.", "name_as_filed": "ADVANCED ASSET MANAGEMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/advanced-asset-management-advisors-inc-dublin-oh-119859", "city": "Dublin", "state": "OH", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121139, "name": "Alexander Financial Planning, Inc.", "name_as_filed": "ALEXANDER FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/alexander-financial-planning-inc-columbus-oh-121139", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305999, "name": "Asendo Wealth Advisory", "name_as_filed": "ASENDO WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/asendo-wealth-advisory-columbus-oh-305999", "city": "Columbus", "state": "OH", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120597, "name": "Capital Asset Management, Inc.", "name_as_filed": "CAPITAL ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/capital-asset-management-inc-columbus-oh-120597", "city": "Columbus", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152524, "name": "Capstone Wealth Partners", "name_as_filed": "CAPSTONE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/capstone-wealth-partners-dublin-oh-152524", "city": "Dublin", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157870, "name": "Colburn Wealth Management, LLC", "name_as_filed": "COLBURN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/colburn-wealth-management-llc-grove-city-oh-157870", "city": "Grove City", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104595, "name": "Columbus Investment Advisory Inc.", "name_as_filed": "COLUMBUS INVESTMENT ADVISORY INC.", "url": "https://advisorcensus.com/firm/columbus-investment-advisory-inc-new-albany-oh-104595", "city": "New Albany", "state": "OH", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 301788, "name": "Columbus Street Wealth Management, LLC", "name_as_filed": "COLUMBUS STREET WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/columbus-street-wealth-management-llc-dublin-oh-301788", "city": "Dublin", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317480, "name": "Columbus Wealth Management", "name_as_filed": "COLUMBUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/columbus-wealth-management-dublin-oh-317480", "city": "Dublin", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150464, "name": "Common Wealth Management LLC", "name_as_filed": "COMMON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/common-wealth-management-llc-columbus-oh-150464", "city": "Columbus", "state": "OH", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 164736, "name": "Delta Capital Management, Inc.", "name_as_filed": "DELTA CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/delta-capital-management-inc-dublin-oh-164736", "city": "Dublin", "state": "OH", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286381, "name": "FC Wealth Solutions LLC", "name_as_filed": "FC WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381", "city": "Westerville", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109116, "name": "Hamilton Capital", "name_as_filed": "HAMILTON CAPITAL", "url": "https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116", "city": "Columbus", "state": "OH", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105344, "name": "Heximer Investment Management Inc.", "name_as_filed": "HEXIMER INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/heximer-investment-management-inc-columbus-oh-105344", "city": "Columbus", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108634, "name": "John E. Sestina and Company", "name_as_filed": "JOHN E. SESTINA AND COMPANY", "url": "https://advisorcensus.com/firm/john-e-sestina-and-company-columbus-oh-108634", "city": "Columbus", "state": "OH", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144645, "name": "JR Mesenburg and Associates, LLC", "name_as_filed": "JR MESENBURG AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/jr-mesenburg-and-associates-llc-columbus-oh-144645", "city": "Columbus", "state": "OH", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106285, "name": "JRP Capital Corp", "name_as_filed": "JRP CAPITAL CORP", "url": "https://advisorcensus.com/firm/jrp-capital-corp-dublin-oh-106285", "city": "Dublin", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333112, "name": "Kipi Financial Planning LLC", "name_as_filed": "KIPI FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/kipi-financial-planning-llc-columbus-oh-333112", "city": "Columbus", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121242, "name": "Kirkey & Co. Financial Advisors, Inc.", "name_as_filed": "KIRKEY & CO. FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/kirkey-and-co-financial-advisors-inc-hilliard-oh-121242", "city": "Hilliard", "state": "OH", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159811, "name": "Kovalcik & Geraghty Wealth Partners LLP", "name_as_filed": "KOVALCIK & GERAGHTY WEALTH PARTNERS LLP", "url": "https://advisorcensus.com/firm/kovalcik-and-geraghty-wealth-partners-llp-upper-arlington-oh-159811", "city": "Upper Arlington", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120971, "name": "Kurfees Capital Management, LLC", "name_as_filed": "KURFEES CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kurfees-capital-management-llc-columbus-oh-120971", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143604, "name": "Kyleshill Financial Planning", "name_as_filed": "KYLESHILL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/kyleshill-financial-planning-columbus-oh-143604", "city": "Columbus", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120613, "name": "Landfall Financial Advisors, Inc.", "name_as_filed": "LANDFALL FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/landfall-financial-advisors-inc-columbus-oh-120613", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157769, "name": "Libertas Wealth Management Group, Inc.", "name_as_filed": "LIBERTAS WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/libertas-wealth-management-group-inc-columbus-oh-157769", "city": "Columbus", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129917, "name": "Lifetime Financial Planning Solutions, LLC", "name_as_filed": "LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/lifetime-financial-planning-solutions-llc-lancaster-oh-129917", "city": "Lancaster", "state": "OH", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 295879, "name": "Meridian Wealth Management, LLC", "name_as_filed": "MERIDIAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meridian-wealth-management-llc-dublin-oh-295879", "city": "Dublin", "state": "OH", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 306297, "name": "Milestone Wealth Strategies", "name_as_filed": "MILESTONE WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/milestone-wealth-strategies-columbus-oh-306297", "city": "Columbus", "state": "OH", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322788, "name": "Moneyfluent", "name_as_filed": "MONEYFLUENT", "url": "https://advisorcensus.com/firm/moneyfluent-columbus-oh-322788", "city": "Columbus", "state": "OH", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297300, "name": "Northavenue LLC", "name_as_filed": "NORTHAVENUE LLC", "url": "https://advisorcensus.com/firm/northavenue-llc-columbus-oh-297300", "city": "Columbus", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 139758, "name": "Nvest Wealth Strategies, Inc.", "name_as_filed": "NVEST WEALTH STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/nvest-wealth-strategies-inc-powell-oh-139758", "city": "Powell", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150648, "name": "Palmetto Wealth Management, LLC", "name_as_filed": "PALMETTO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/palmetto-wealth-management-llc-new-albany-oh-150648", "city": "New Albany", "state": "OH", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106895, "name": "PDS Planning Inc", "name_as_filed": "PDS PLANNING INC", "url": "https://advisorcensus.com/firm/pds-planning-inc-dublin-oh-106895", "city": "Dublin", "state": "OH", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 135588, "name": "Personal Wealth Management Advisors, Inc.", "name_as_filed": "PERSONAL WEALTH MANAGEMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/personal-wealth-management-advisors-inc-dublin-oh-135588", "city": "Dublin", "state": "OH", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170623, "name": "Physicians Wealth Solutions, LLC", "name_as_filed": "PHYSICIANS WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/physicians-wealth-solutions-llc-columbus-oh-170623", "city": "Columbus", "state": "OH", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299258, "name": "Polaris Financial Partners, LLC", "name_as_filed": "POLARIS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/polaris-financial-partners-llc-westerville-oh-299258", "city": "Westerville", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318249, "name": "Schuler Wealth Planning LLC", "name_as_filed": "SCHULER WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/schuler-wealth-planning-llc-powell-oh-318249", "city": "Powell", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150106, "name": "Shaffer Capital", "name_as_filed": "SHAFFER CAPITAL", "url": "https://advisorcensus.com/firm/shaffer-capital-westerville-oh-150106", "city": "Westerville", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121382, "name": "Shuttleworth & Company", "name_as_filed": "SHUTTLEWORTH & COMPANY", "url": "https://advisorcensus.com/firm/shuttleworth-and-company-powell-oh-121382", "city": "Powell", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317010, "name": "Sky Vision Wealth, LLC", "name_as_filed": "SKY VISION WEALTH, LLC", "url": "https://advisorcensus.com/firm/sky-vision-wealth-llc-columbus-oh-317010", "city": "Columbus", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105065, "name": "Steele Investment Counsel, Ltd.", "name_as_filed": "STEELE INVESTMENT COUNSEL, LTD.", "url": "https://advisorcensus.com/firm/steele-investment-counsel-ltd-columbus-oh-105065", "city": "Columbus", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121131, "name": "Taylor Financial Management Inc", "name_as_filed": "TAYLOR FINANCIAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/taylor-financial-management-inc-bexley-oh-121131", "city": "Bexley", "state": "OH", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165311, "name": "The Joseph Group Capital Management", "name_as_filed": "THE JOSEPH GROUP CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/the-joseph-group-capital-management-columbus-oh-165311", "city": "Columbus", "state": "OH", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119864, "name": "The Sherrington Group", "name_as_filed": "THE SHERRINGTON GROUP", "url": "https://advisorcensus.com/firm/the-sherrington-group-columbus-oh-119864", "city": "Columbus", "state": "OH", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122231, "name": "The Wealth Advantage Group, Inc.", "name_as_filed": "THE WEALTH ADVANTAGE GROUP, INC.", "url": "https://advisorcensus.com/firm/the-wealth-advantage-group-inc-columbus-oh-122231", "city": "Columbus", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133191, "name": "Trinity Financial Advisors LLC", "name_as_filed": "TRINITY FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/trinity-financial-advisors-llc-columbus-oh-133191", "city": "Columbus", "state": "OH", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287463, "name": "True North Financial Advisors, LLC", "name_as_filed": "TRUE NORTH FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/true-north-financial-advisors-llc-hilliard-oh-287463", 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"firm_count": 16 } ], "fee_pages": [ { "path": "/advisors/oh/columbus/flat-fee", "label": "Flat-fee financial advisors in Columbus, OH", "firm_count": 119 }, { "path": "/advisors/oh/columbus/hourly", "label": "Hourly financial advisors in Columbus, OH", "firm_count": 78 } ], "niche_pages": [ { "path": "/advisors/oh/columbus/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in Columbus, OH" } ], "state_fee": { "path": "/advisors/oh/fee-only", "label": "Fee-only financial advisors in Ohio" } }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }