{ "path": "/advisors/oh/fee-only", "url": "https://advisorcensus.com/advisors/oh/fee-only/page/4", "page_type": "state_fee", "title": "Fee-only financial advisors in Ohio", "filters": {}, "scope_total": 350, "faq": [ { "q": "How many financial advisory firms are there in Ohio?", "a": "AdvisorCensus lists 961 investment advisory firms with a principal office in Ohio, from Form ADV filings as of October 2026: 405 SEC-registered, 519 state-registered, and 37 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 Ohio?", "a": "350 of the 961 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 Ohio offer financial planning?", "a": "666 of the 924 firms in Ohio 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 Ohio 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 350 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": "Find financial advisors in Ohio who are paid only by client fees. AdvisorCensus lists 350 investment advisory firms with a principal office in Ohio 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Ohio: 350 firms from Form ADV filings as of October 2026.", "total_firms": 350, "page": 4, "total_pages": 7, "sort": "name", "registration_types": { "sec": 110, "state": 240, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 350 }, { "code": "percentage_of_aum", "count": 317 }, { "code": "hourly", "count": 165 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 211 }, { "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": 121 }, { "code": "5_to_9", "count": 76 }, { "code": "10_to_19", "count": 79 }, { "code": "20_plus", "count": 74 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 132 }, { "code": "25m_100m", "count": 77 }, { "code": "100m_500m", "count": 76 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 17 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "crd_number": 322407, "name": "JFJ Advisory Services LLC", "name_as_filed": "JFJ ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/jfj-advisory-services-llc-morrow-oh-322407", "city": "Morrow", "state": "OH", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 226585, "name": "JGR Financial Solutions", "name_as_filed": "JGR FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/jgr-financial-solutions-north-canton-oh-226585", "city": "North Canton", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "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": 298904, "name": "Journey Wealth Management", "name_as_filed": "JOURNEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/journey-wealth-management-cleveland-oh-298904", "city": "Cleveland", "state": "OH", "years_registered": 7, "raum_band": "1b_5b", "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": 337687, "name": "Juarez, Andreas", "name_as_filed": "JUAREZ, ANDREAS", "url": "https://advisorcensus.com/firm/juarez-andreas-337687", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142288, "name": "Julius Arthur Seibert & Company, LLC", "name_as_filed": "JULIUS ARTHUR SEIBERT & COMPANY, LLC", "url": "https://advisorcensus.com/firm/julius-arthur-seibert-and-company-llc-cincinnati-oh-142288", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287569, "name": "Kelly Financial Planning, LLC", "name_as_filed": "KELLY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/kelly-financial-planning-llc-cincinnati-oh-287569", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 120184, "name": "Kenneth A. Dery & Associates", "name_as_filed": "KENNETH A. DERY & ASSOCIATES", "url": "https://advisorcensus.com/firm/kenneth-a-dery-and-associates-willoughby-oh-120184", "city": "Willoughby", "state": "OH", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104640, "name": "Keystone Financial Planning, Inc", "name_as_filed": "KEYSTONE FINANCIAL PLANNING, INC", "url": "https://advisorcensus.com/firm/keystone-financial-planning-inc-westlake-oh-104640", "city": "Westlake", "state": "OH", "years_registered": 39, "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": 174335, "name": "Kirtland Hills Capital Management, LLC", "name_as_filed": "KIRTLAND HILLS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kirtland-hills-capital-management-llc-bratenahl-oh-174335", "city": "Bratenahl", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341864, "name": "Kith & Kin Wealth", "name_as_filed": "KITH & KIN WEALTH", "url": "https://advisorcensus.com/firm/kith-and-kin-wealth-341864", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106145, "name": "Klopp Investment Management LLC", "name_as_filed": "KLOPP INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/klopp-investment-management-llc-cleveland-oh-106145", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298331, "name": "KMG Fiduciary Partners, LLC", "name_as_filed": "KMG FIDUCIARY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/kmg-fiduciary-partners-llc-toledo-oh-298331", "city": "Toledo", "state": "OH", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330814, "name": "KNA Capital", "name_as_filed": "KNA CAPITAL", "url": "https://advisorcensus.com/firm/kna-capital-cincinnati-oh-330814", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 138851, "name": "Kohmann Bosshard Financial Services, LLC.", "name_as_filed": "KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.", "url": "https://advisorcensus.com/firm/kohmann-bosshard-financial-services-llc-akron-oh-138851", "city": "Akron", "state": "OH", "years_registered": 12, "raum_band": "1b_5b", "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": 334912, "name": "Lachance Wealth Partners", "name_as_filed": "LACHANCE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/lachance-wealth-partners-334912", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "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": 339526, "name": "Legacy Finance Group LLC", "name_as_filed": "LEGACY FINANCE GROUP LLC", "url": "https://advisorcensus.com/firm/legacy-finance-group-llc-339526", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130350, "name": "Legacy Financial Advisors, LLC", "name_as_filed": "LEGACY FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-financial-advisors-llc-solon-oh-130350", "city": "Solon", "state": "OH", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120606, "name": "Leither's Financial Planning, Inc.", "name_as_filed": "LEITHER'S FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/leither-s-financial-planning-inc-120606", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110090, "name": "Lesjak Planning, LLC", "name_as_filed": "LESJAK PLANNING, LLC", "url": "https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090", "city": "Westlake", "state": "OH", "years_registered": 45, "raum_band": "100m_500m", "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": 107111, "name": "Lindahl & Mansager Inc", "name_as_filed": "LINDAHL & MANSAGER INC", "url": "https://advisorcensus.com/firm/lindahl-and-mansager-inc-fairlawn-oh-107111", "city": "Fairlawn", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120147, "name": "Linden Ash Capital", "name_as_filed": "LINDEN ASH CAPITAL", "url": "https://advisorcensus.com/firm/linden-ash-capital-cincinnati-oh-120147", "city": "Cincinnati", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328352, "name": "Live and Give Financial", "name_as_filed": "LIVE AND GIVE FINANCIAL", "url": "https://advisorcensus.com/firm/live-and-give-financial-cincinnati-oh-328352", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315452, "name": "M. Thomas Capital Management", "name_as_filed": "M. THOMAS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/m-thomas-capital-management-315452", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318124, "name": "Mandel Financial Services", "name_as_filed": "MANDEL FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/mandel-financial-services-cincinnati-oh-318124", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308196, "name": "Masterson Investment Counsel", "name_as_filed": "MASTERSON INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/masterson-investment-counsel-308196", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335193, "name": "Matson Capital LLC", "name_as_filed": "MATSON CAPITAL LLC", "url": "https://advisorcensus.com/firm/matson-capital-llc-mason-oh-335193", "city": "Mason", "state": "OH", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310087, "name": "McCarley & Cook Financial Planners", "name_as_filed": "MCCARLEY & COOK FINANCIAL PLANNERS", "url": "https://advisorcensus.com/firm/mccarley-and-cook-financial-planners-cincinnati-oh-310087", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307225, "name": "McCollum Investment Advisors", "name_as_filed": "MCCOLLUM INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/mccollum-investment-advisors-dayton-oh-307225", "city": "Dayton", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133127, "name": "MDH Investment Management, Inc.", "name_as_filed": "MDH INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mdh-investment-management-inc-east-liverpool-oh-133127", "city": "East Liverpool", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106689, "name": "Mench Financial Inc", "name_as_filed": "MENCH FINANCIAL INC", "url": "https://advisorcensus.com/firm/mench-financial-inc-cincinnati-oh-106689", "city": "Cincinnati", "state": "OH", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 281507, "name": "MEV Value LLC", "name_as_filed": "MEV VALUE LLC", "url": "https://advisorcensus.com/firm/mev-value-llc-281507", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106904, "name": "Meyer Capital Management LLC.", "name_as_filed": "MEYER CAPITAL MANAGEMENT LLC.", "url": "https://advisorcensus.com/firm/meyer-capital-management-llc-cincinnati-oh-106904", "city": "Cincinnati", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125046, "name": "Meyer Gates Financial Advisors, Inc", "name_as_filed": "MEYER GATES FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/meyer-gates-financial-advisors-inc-west-chester-oh-125046", "city": "West Chester", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121228, "name": "MFH Investments Inc.", "name_as_filed": "MFH INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/mfh-investments-inc-dayton-oh-121228", "city": "Dayton", "state": "OH", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130093, "name": "Michael Brady & Co., LLC", "name_as_filed": "MICHAEL BRADY & CO., LLC", "url": "https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093", "city": "Westlake", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 316322, "name": "Milestones Financial", "name_as_filed": "MILESTONES FINANCIAL", "url": "https://advisorcensus.com/firm/milestones-financial-316322", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285798, "name": "Moment Financial Planning", "name_as_filed": "MOMENT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/moment-financial-planning-285798", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], 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