{ "path": "/advisors/oh/fee-only", "url": "https://advisorcensus.com/advisors/oh/fee-only/page/5", "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": 5, "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": 121217, "name": "Monetary Solutions, Ltd.", "name_as_filed": "MONETARY SOLUTIONS, LTD.", "url": "https://advisorcensus.com/firm/monetary-solutions-ltd-dayton-oh-121217", "city": "Dayton", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 335507, "name": "Moore Money Solutions", "name_as_filed": "MOORE MONEY SOLUTIONS", "url": "https://advisorcensus.com/firm/moore-money-solutions-335507", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 340783, "name": "Mount Vernon Financial", "name_as_filed": "MOUNT VERNON FINANCIAL", "url": "https://advisorcensus.com/firm/mount-vernon-financial-mount-vernon-oh-340783", "city": "Mount Vernon", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309018, "name": "NEO Investment Counsel, LLC", "name_as_filed": "NEO INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/neo-investment-counsel-llc-cleveland-oh-309018", "city": "Cleveland", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168484, "name": "Newgrange Asset Management LLC", "name_as_filed": "NEWGRANGE ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/newgrange-asset-management-llc-168484", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113175, "name": "Newport Investment Advisors Inc", "name_as_filed": "NEWPORT INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/newport-investment-advisors-inc-beachwood-oh-113175", "city": "Beachwood", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135870, "name": "Night Sky Capital Management, LLC", "name_as_filed": "NIGHT SKY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/night-sky-capital-management-llc-cleveland-heights-oh-135870", "city": "Cleveland Heights", "state": "OH", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111257, "name": "North Point Portfolio Managers Corporation", "name_as_filed": "NORTH POINT PORTFOLIO MANAGERS CORPORATION", "url": "https://advisorcensus.com/firm/north-point-portfolio-managers-corporation-orange-village-oh-111257", "city": "Orange Village", "state": "OH", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "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": 146980, "name": "Northpoint Financial Planning LLC", "name_as_filed": "NORTHPOINT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/northpoint-financial-planning-llc-milford-oh-146980", "city": "Milford", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 108874, "name": "Oak Associates Ltd", "name_as_filed": "OAK ASSOCIATES LTD", "url": "https://advisorcensus.com/firm/oak-associates-ltd-akron-oh-108874", "city": "Akron", "state": "OH", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 195511, "name": "Oak Park Wealth Management LLC", "name_as_filed": "OAK PARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oak-park-wealth-management-llc-westlake-oh-195511", "city": "Westlake", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306035, "name": "Oelschlager Investments", "name_as_filed": "OELSCHLAGER INVESTMENTS", "url": "https://advisorcensus.com/firm/oelschlager-investments-akron-oh-306035", "city": "Akron", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132419, "name": "Ogden Asset Management, LLC", "name_as_filed": "OGDEN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ogden-asset-management-llc-132419", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168013, "name": "Oncenter Financial Advisors LLC", "name_as_filed": "ONCENTER FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013", "city": "Beachwood", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106528, "name": "Opus Capital Management", "name_as_filed": "OPUS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/opus-capital-management-cincinnati-oh-106528", "city": "Cincinnati", "state": "OH", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119693, "name": "Orend Investment Management, Inc.", "name_as_filed": "OREND INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/orend-investment-management-inc-youngstown-oh-119693", "city": "Youngstown", "state": "OH", "years_registered": 27, "raum_band": "under_25m", "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": 335642, "name": "PAY IT Forward Financial Planning, LLC", "name_as_filed": "PAY IT FORWARD FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/pay-it-forward-financial-planning-llc-335642", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "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": 121055, "name": "Peck & Associates, LLC", "name_as_filed": "PECK & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/peck-and-associates-llc-independence-oh-121055", "city": "Independence", "state": "OH", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 119762, "name": "Peter DAG & Associates, Inc.", "name_as_filed": "PETER DAG & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/peter-dag-and-associates-inc-119762", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 337906, "name": "Phase Line Financial", "name_as_filed": "PHASE LINE FINANCIAL", "url": "https://advisorcensus.com/firm/phase-line-financial-337906", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332817, "name": "Philipp Capital Advisors", "name_as_filed": "PHILIPP CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/philipp-capital-advisors-332817", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 106817, "name": "Pinnacle Advisors", "name_as_filed": "PINNACLE ADVISORS", "url": "https://advisorcensus.com/firm/pinnacle-advisors-mansfield-oh-106817", "city": "Mansfield", "state": "OH", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 120409, "name": "Pomeroy Financial Planning, LLC.", "name_as_filed": "POMEROY FINANCIAL PLANNING, LLC.", "url": "https://advisorcensus.com/firm/pomeroy-financial-planning-llc-cincinnati-oh-120409", "city": "Cincinnati", "state": "OH", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125110, "name": "Price Planning, LLC", "name_as_filed": "PRICE PLANNING, LLC", "url": "https://advisorcensus.com/firm/price-planning-llc-125110", "city": null, "state": null, "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332692, "name": "Priority Investment Management LLC", "name_as_filed": "PRIORITY INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/priority-investment-management-llc-332692", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133764, "name": "Purtill Financial LLC", "name_as_filed": "PURTILL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/purtill-financial-llc-highland-heights-oh-133764", "city": "Highland Heights", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299114, "name": "Qcfo, LLC", "name_as_filed": "QCFO, LLC", "url": "https://advisorcensus.com/firm/qcfo-llc-299114", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162785, "name": "Queen City Capital Management, LLC", "name_as_filed": "QUEEN CITY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/queen-city-capital-management-llc-cincinnati-oh-162785", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340532, "name": "Queen City Wealth", "name_as_filed": "QUEEN CITY WEALTH", "url": "https://advisorcensus.com/firm/queen-city-wealth-340532", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341599, "name": "Quest Wealth Solutions, Inc.", "name_as_filed": "QUEST WEALTH SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/quest-wealth-solutions-inc-mansfield-oh-341599", "city": "Mansfield", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312940, "name": "Quiet Wealth Management", "name_as_filed": "QUIET WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/quiet-wealth-management-312940", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340401, "name": "RAM and Oak Investment Partners, LLC", "name_as_filed": "RAM AND OAK INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ram-and-oak-investment-partners-llc-beavercreek-oh-340401", "city": "Beavercreek", "state": "OH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104868, "name": "Randolph Co Inc", "name_as_filed": "RANDOLPH CO INC", "url": "https://advisorcensus.com/firm/randolph-co-inc-cincinnati-oh-104868", "city": "Cincinnati", "state": "OH", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341266, "name": "Red River Capital", "name_as_filed": "RED RIVER CAPITAL", "url": "https://advisorcensus.com/firm/red-river-capital-parma-oh-341266", "city": "Parma", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171615, "name": "Redtree Investment Group", "name_as_filed": "REDTREE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/redtree-investment-group-cincinnati-oh-171615", "city": "Cincinnati", "state": "OH", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133632, "name": "Reinhart Asset Management LLC", "name_as_filed": "REINHART ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/reinhart-asset-management-llc-toledo-oh-133632", "city": "Toledo", "state": "OH", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159553, "name": "Richard Miller Financial Services, LLC", "name_as_filed": "RICHARD MILLER FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/richard-miller-financial-services-llc-zanesville-oh-159553", "city": "Zanesville", "state": "OH", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153550, "name": "Richwood Investment Advisors, LLC", "name_as_filed": "RICHWOOD INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/richwood-investment-advisors-llc-cincinnati-oh-153550", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337907, "name": "Ridge and Republic Financial", "name_as_filed": "RIDGE AND REPUBLIC FINANCIAL", "url": "https://advisorcensus.com/firm/ridge-and-republic-financial-337907", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307702, "name": "Ridgeline Wealth Planning LLC", "name_as_filed": "RIDGELINE WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/ridgeline-wealth-planning-llc-centerville-oh-307702", "city": "Centerville", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282193, "name": "Right Investment Team LLC", "name_as_filed": "RIGHT INVESTMENT TEAM LLC", "url": "https://advisorcensus.com/firm/right-investment-team-llc-282193", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162318, "name": "Riverview Research, LLC", "name_as_filed": "RIVERVIEW RESEARCH, LLC", "url": "https://advisorcensus.com/firm/riverview-research-llc-independence-oh-162318", "city": "Independence", "state": "OH", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "fee_pages": [ { "path": "/advisors/oh/flat-fee", "label": "Flat-fee financial advisors in Ohio", "firm_count": 577 }, { "path": "/advisors/oh/hourly", "label": "Hourly financial advisors in Ohio", "firm_count": 412 } ], "metro_fee_pages": [ { "path": "/advisors/oh/cincinnati/fee-only", "firm_count": 66, "label": "Fee-only financial advisors in Cincinnati, OH" }, { "path": "/advisors/oh/columbus/fee-only", "firm_count": 56, "label": "Fee-only financial advisors in Columbus, OH" }, { "path": "/advisors/oh/cleveland/fee-only", "firm_count": 49, "label": "Fee-only financial advisors in Cleveland, OH" }, { "path": "/advisors/oh/dayton/fee-only", "firm_count": 18, "label": "Fee-only financial advisors in Dayton, OH" }, { "path": "/advisors/oh/akron/fee-only", "firm_count": 14, "label": "Fee-only financial advisors in Akron, OH" }, { "path": "/advisors/oh/canton/fee-only", "firm_count": 10, "label": "Fee-only financial advisors in Canton, OH" }, { "path": "/advisors/oh/toledo/fee-only", "firm_count": 9, "label": "Fee-only financial advisors in Toledo, OH" }, { "path": "/advisors/oh/youngstown/fee-only", "firm_count": 5, "label": "Fee-only financial advisors in Youngstown, OH" }, { "path": "/advisors/oh/mansfield/fee-only", "firm_count": 3, "label": "Fee-only financial advisors in Mansfield, OH" }, { "path": "/advisors/oh/sandusky/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Sandusky, OH" } ] }, "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" } }