{ "path": "/advisors/oh/fee-only", "url": "https://advisorcensus.com/advisors/oh/fee-only/page/6", "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": 6, "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": 167473, "name": "Robert J Young", "name_as_filed": "ROBERT J YOUNG", "url": "https://advisorcensus.com/firm/robert-j-young-167473", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168216, "name": "Rodgers Capital Management, LLC", "name_as_filed": "RODGERS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rodgers-capital-management-llc-168216", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 344035, "name": "Roki Private Wealth", "name_as_filed": "ROKI PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/roki-private-wealth-344035", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106608, "name": "Rose Capital", "name_as_filed": "ROSE CAPITAL", "url": "https://advisorcensus.com/firm/rose-capital-106608", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156492, "name": "Roud Financial Services, LLC", "name_as_filed": "ROUD FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/roud-financial-services-llc-156492", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305759, "name": "Rovia Tree Financial LLC", "name_as_filed": "ROVIA TREE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/rovia-tree-financial-llc-305759", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342372, "name": "Ruiz Financial Group, LLC", "name_as_filed": "RUIZ FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/ruiz-financial-group-llc-toledo-oh-342372", "city": "Toledo", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107164, "name": "Russo Investment Management", "name_as_filed": "RUSSO INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/russo-investment-management-107164", "city": null, "state": null, "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121666, "name": "S.C. Thomas & Associates, CPA, LLC", "name_as_filed": "S.C. THOMAS & ASSOCIATES, CPA, LLC", "url": "https://advisorcensus.com/firm/s-c-thomas-and-associates-cpa-llc-medina-oh-121666", "city": "Medina", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156577, "name": "Saga Partners LLC", "name_as_filed": "SAGA PARTNERS LLC", "url": "https://advisorcensus.com/firm/saga-partners-llc-156577", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 344316, "name": "Sand Run Wealth Management", "name_as_filed": "SAND RUN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sand-run-wealth-management-344316", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341061, "name": "Scalar Wealth LLC", "name_as_filed": "SCALAR WEALTH LLC", "url": "https://advisorcensus.com/firm/scalar-wealth-llc-341061", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146401, "name": "Schear Investment Advisers, LLC", "name_as_filed": "SCHEAR INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/schear-investment-advisers-llc-cincinnati-oh-146401", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174958, "name": "Schmitt Wealth Advisers, LLC", "name_as_filed": "SCHMITT WEALTH ADVISERS, LLC", "url": "https://advisorcensus.com/firm/schmitt-wealth-advisers-llc-cincinnati-oh-174958", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 105264, "name": "Schulhoff & Co Inc", "name_as_filed": "SCHULHOFF & CO INC", "url": "https://advisorcensus.com/firm/schulhoff-and-co-inc-cincinnati-oh-105264", "city": "Cincinnati", "state": "OH", "years_registered": 50, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299822, "name": "Selhorst Services Inc.", "name_as_filed": "SELHORST SERVICES INC.", "url": "https://advisorcensus.com/firm/selhorst-services-inc-299822", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175280, "name": "Seven Hills Capital Advisors", "name_as_filed": "SEVEN HILLS CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/seven-hills-capital-advisors-cincinnati-oh-175280", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "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": 288166, "name": "Shawnee Investments & Planning", "name_as_filed": "SHAWNEE INVESTMENTS & PLANNING", "url": "https://advisorcensus.com/firm/shawnee-investments-and-planning-288166", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 312695, "name": "Shepherd Wealth Management", "name_as_filed": "SHEPHERD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/shepherd-wealth-management-cincinnati-oh-312695", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 344363, "name": "Shoreglass Financial Studio", "name_as_filed": "SHOREGLASS FINANCIAL STUDIO", "url": "https://advisorcensus.com/firm/shoreglass-financial-studio-344363", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 146086, "name": "Silverleaf Investment Group, LLC", "name_as_filed": "SILVERLEAF INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/silverleaf-investment-group-llc-146086", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169491, "name": "Sims Investment Management LLC", "name_as_filed": "SIMS INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sims-investment-management-llc-cincinnati-oh-169491", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342484, "name": "Sirius Trading Partners LLC", "name_as_filed": "SIRIUS TRADING PARTNERS LLC", "url": "https://advisorcensus.com/firm/sirius-trading-partners-llc-342484", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 300363, "name": "Sorfis Investments, LLC", "name_as_filed": "SORFIS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/sorfis-investments-llc-chardon-oh-300363", "city": "Chardon", "state": "OH", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144170, "name": "Sound Asset Management, Inc.", "name_as_filed": "SOUND ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/sound-asset-management-inc-mason-oh-144170", "city": "Mason", "state": "OH", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167926, "name": "Southworth Investment Management, LLC", "name_as_filed": "SOUTHWORTH INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/southworth-investment-management-llc-167926", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131589, "name": "Spillane Financial Planning, Inc.", "name_as_filed": "SPILLANE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/spillane-financial-planning-inc-lebanon-oh-131589", "city": "Lebanon", "state": "OH", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165279, "name": "Spinnaker Financial Group, LLC", "name_as_filed": "SPINNAKER FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/spinnaker-financial-group-llc-independence-oh-165279", "city": "Independence", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119902, "name": "Spreng Capital Management, Inc.", "name_as_filed": "SPRENG CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/spreng-capital-management-inc-bucyrus-oh-119902", "city": "Bucyrus", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 282737, "name": "Spring Ocean Capital LLC", "name_as_filed": "SPRING OCEAN CAPITAL LLC", "url": "https://advisorcensus.com/firm/spring-ocean-capital-llc-chagrin-falls-oh-282737", "city": "Chagrin Falls", "state": "OH", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305976, "name": "SSB Managed Wealth, LLC", "name_as_filed": "SSB MANAGED WEALTH, LLC", "url": "https://advisorcensus.com/firm/ssb-managed-wealth-llc-canfield-oh-305976", "city": "Canfield", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328883, "name": "Stage Ready Financial Planning", "name_as_filed": "STAGE READY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/stage-ready-financial-planning-oakwood-oh-328883", "city": "Oakwood", "state": "OH", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 152079, "name": "Stillpoint Capital", "name_as_filed": "STILLPOINT CAPITAL", "url": "https://advisorcensus.com/firm/stillpoint-capital-cincinnati-oh-152079", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331331, "name": "Strathaven Financial LLC", "name_as_filed": "STRATHAVEN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/strathaven-financial-llc-331331", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137231, "name": "Structured Investment Advisors, LLC", "name_as_filed": "STRUCTURED INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/structured-investment-advisors-llc-sandusky-oh-137231", "city": "Sandusky", "state": "OH", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226722, "name": "Summit Wealth Management LLC", "name_as_filed": "SUMMIT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/summit-wealth-management-llc-akron-oh-226722", "city": "Akron", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129004, "name": "T.T.G. Financial, Inc.", "name_as_filed": "T.T.G. 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