# Hourly financial advisors in Columbus, OH

> AdvisorCensus lists 78 investment advisory firms with a principal office in the Columbus metro area that report hourly charges among their Form ADV Item 5.E compensation arrangements, 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/columbus/hourly/page/2

## At a glance

- Investment advisory firms: 78
- Registration: SEC-registered investment adviser: 35, State-registered investment adviser: 43
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 27 (35%); Percentage of assets 72 (92%); Hourly charges 78 (100%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 66 (85%); Commissions 4 (5%); Performance-based fees 1 (1%); Other 9 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 16 (21%); $25 million to $100 million 18 (23%); $100 million to $500 million 24 (31%); $500 million to $1 billion 7 (9%); $1 billion to $5 billion 6 (8%); Over $5 billion 1 (1%); Not reported 6 (8%)
- Years registered: Under 5 years 26 (33%); 5 to 9 years 20 (26%); 10 to 19 years 17 (22%); 20 years or more 15 (19%)

## Firms (page 2 of 2, 51 to 78 of 78, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [PEB Capital Management LLC](https://advisorcensus.com/firm/peb-capital-management-llc-columbus-oh-315241) ([md](https://advisorcensus.com/firm/peb-capital-management-llc-columbus-oh-315241.md)) | 315241 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Peerless Wealth](https://advisorcensus.com/firm/peerless-wealth-columbus-oh-305807) ([md](https://advisorcensus.com/firm/peerless-wealth-columbus-oh-305807.md)) | 305807 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Peters Wealth Group](https://advisorcensus.com/firm/peters-wealth-group-westerville-oh-316813) ([md](https://advisorcensus.com/firm/peters-wealth-group-westerville-oh-316813.md)) | 316813 | Westerville, OH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Rebel Financial, LLC](https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263) ([md](https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263.md)) | 168263 | Groveport, OH | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Retirement Strategies, Ltd.](https://advisorcensus.com/firm/retirement-strategies-ltd-dublin-oh-163701) ([md](https://advisorcensus.com/firm/retirement-strategies-ltd-dublin-oh-163701.md)) | 163701 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Royal Oak Financial Group](https://advisorcensus.com/firm/royal-oak-financial-group-worthington-oh-166391) ([md](https://advisorcensus.com/firm/royal-oak-financial-group-worthington-oh-166391.md)) | 166391 | Worthington, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Schuler Wealth Planning LLC](https://advisorcensus.com/firm/schuler-wealth-planning-llc-powell-oh-318249) ([md](https://advisorcensus.com/firm/schuler-wealth-planning-llc-powell-oh-318249.md)) | 318249 | Powell, OH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Shaffer Capital](https://advisorcensus.com/firm/shaffer-capital-westerville-oh-150106) ([md](https://advisorcensus.com/firm/shaffer-capital-westerville-oh-150106.md)) | 150106 | Westerville, OH | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Sheikh Investments, Inc.](https://advisorcensus.com/firm/sheikh-investments-inc-columbus-oh-305832) ([md](https://advisorcensus.com/firm/sheikh-investments-inc-columbus-oh-305832.md)) | 305832 | Columbus, OH | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Signature Equity Partners, LLC](https://advisorcensus.com/firm/signature-equity-partners-llc-columbus-oh-327455) ([md](https://advisorcensus.com/firm/signature-equity-partners-llc-columbus-oh-327455.md)) | 327455 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Swisher Financial Concepts, Inc.](https://advisorcensus.com/firm/swisher-financial-concepts-inc-westerville-oh-121384) ([md](https://advisorcensus.com/firm/swisher-financial-concepts-inc-westerville-oh-121384.md)) | 121384 | Westerville, OH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Commissions |
| [SWS Advisors, Inc.](https://advisorcensus.com/firm/sws-advisors-inc-columbus-oh-120054) ([md](https://advisorcensus.com/firm/sws-advisors-inc-columbus-oh-120054.md)) | 120054 | Columbus, OH | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [TCP Asset Management, LLC](https://advisorcensus.com/firm/tcp-asset-management-llc-upper-arlington-oh-286037) ([md](https://advisorcensus.com/firm/tcp-asset-management-llc-upper-arlington-oh-286037.md)) | 286037 | Upper Arlington, OH | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [The Hendrickson Advisory Group, Inc.](https://advisorcensus.com/firm/the-hendrickson-advisory-group-inc-columbus-oh-121514) ([md](https://advisorcensus.com/firm/the-hendrickson-advisory-group-inc-columbus-oh-121514.md)) | 121514 | Columbus, OH | State-registered investment adviser | Not reported | 26 | % of assets, Hourly, Fixed fee |
| [The Pension Group](https://advisorcensus.com/firm/the-pension-group-dublin-oh-293819) ([md](https://advisorcensus.com/firm/the-pension-group-dublin-oh-293819.md)) | 293819 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [The Retirement Specialist of Central Ohio](https://advisorcensus.com/firm/the-retirement-specialist-of-central-ohio-newark-oh-173810) ([md](https://advisorcensus.com/firm/the-retirement-specialist-of-central-ohio-newark-oh-173810.md)) | 173810 | Newark, OH | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [The Sherrington Group](https://advisorcensus.com/firm/the-sherrington-group-columbus-oh-119864) ([md](https://advisorcensus.com/firm/the-sherrington-group-columbus-oh-119864.md)) | 119864 | Columbus, OH | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [The Siekmann Company](https://advisorcensus.com/firm/the-siekmann-company-plain-city-oh-285337) ([md](https://advisorcensus.com/firm/the-siekmann-company-plain-city-oh-285337.md)) | 285337 | Plain City, OH | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [The Wealth Advantage Group, Inc.](https://advisorcensus.com/firm/the-wealth-advantage-group-inc-columbus-oh-122231) ([md](https://advisorcensus.com/firm/the-wealth-advantage-group-inc-columbus-oh-122231.md)) | 122231 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Trendcalc Dynamics](https://advisorcensus.com/firm/trendcalc-dynamics-columbus-oh-288325) ([md](https://advisorcensus.com/firm/trendcalc-dynamics-columbus-oh-288325.md)) | 288325 | Columbus, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Tricord Wealth Advisors](https://advisorcensus.com/firm/tricord-wealth-advisors-columbus-oh-119921) ([md](https://advisorcensus.com/firm/tricord-wealth-advisors-columbus-oh-119921.md)) | 119921 | Columbus, OH | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Fixed fee |
| [Truly Prosper Financial Planning LLC](https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549) ([md](https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549.md)) | 310549 | Dublin, OH | State-registered investment adviser | $25 million to $100 million | 5 | Hourly, Fixed fee |
| [Van Winkle Wealth Management Group LLC](https://advisorcensus.com/firm/van-winkle-wealth-management-group-llc-newark-oh-134813) ([md](https://advisorcensus.com/firm/van-winkle-wealth-management-group-llc-newark-oh-134813.md)) | 134813 | Newark, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Vawter Financial Ltd](https://advisorcensus.com/firm/vawter-financial-ltd-columbus-oh-108830) ([md](https://advisorcensus.com/firm/vawter-financial-ltd-columbus-oh-108830.md)) | 108830 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Walden Financial](https://advisorcensus.com/firm/walden-financial-granville-oh-323234) ([md](https://advisorcensus.com/firm/walden-financial-granville-oh-323234.md)) | 323234 | Granville, OH | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Waller Financial Planning Group, Inc.](https://advisorcensus.com/firm/waller-financial-planning-group-inc-columbus-oh-159564) ([md](https://advisorcensus.com/firm/waller-financial-planning-group-inc-columbus-oh-159564.md)) | 159564 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Wealthbridge Capital Management, LLC](https://advisorcensus.com/firm/wealthbridge-capital-management-llc-westerville-oh-298254) ([md](https://advisorcensus.com/firm/wealthbridge-capital-management-llc-westerville-oh-298254.md)) | 298254 | Westerville, OH | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Weinberg Advisory Group](https://advisorcensus.com/firm/weinberg-advisory-group-columbus-oh-133954) ([md](https://advisorcensus.com/firm/weinberg-advisory-group-columbus-oh-133954.md)) | 133954 | Columbus, OH | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly |

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## Questions people ask

**How many financial advisory firms are there in Columbus, OH?**
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.

**How many fee-only financial advisors are in Columbus, OH?**
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.

**How many financial advisors in Columbus, OH offer financial planning?**
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.

**Are the financial advisors in Columbus, OH fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

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- [Financial advisors in Columbus, OH](https://advisorcensus.com/advisors/oh/columbus) (https://advisorcensus.com/advisors/oh/columbus.md)
- [Hourly financial advisors in Ohio](https://advisorcensus.com/advisors/oh/hourly) (https://advisorcensus.com/advisors/oh/hourly.md)
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Cite as: AdvisorCensus. Hourly financial advisors in Columbus, OH: 78 firms from Form ADV filings as of October 2026.