{ "path": "/advisors/oh/flat-fee", "url": "https://advisorcensus.com/advisors/oh/flat-fee/page/11", "page_type": "state_fee", "title": "Flat-fee financial advisors in Ohio", "filters": {}, "scope_total": 577, "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": "AdvisorCensus lists 577 investment advisory firms with a principal office in Ohio that report fixed fees 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.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Ohio: 577 firms from Form ADV filings as of October 2026.", "total_firms": 577, "page": 11, "total_pages": 12, "sort": "name", "registration_types": { "sec": 258, "state": 319, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 211 }, { "code": "percentage_of_aum", "count": 517 }, { "code": "hourly", "count": 335 }, { "code": "subscription", "count": 8 }, { "code": "fixed", "count": 577 }, { "code": "commissions", "count": 22 }, { "code": "performance_based", "count": 30 }, { "code": "other", "count": 84 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 193 }, { "code": "5_to_9", "count": 123 }, { "code": "10_to_19", "count": 136 }, { "code": "20_plus", "count": 125 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 149 }, { "code": "25m_100m", "count": 97 }, { "code": "100m_500m", "count": 144 }, { "code": "500m_1b", "count": 43 }, { "code": "1b_5b", "count": 46 }, { "code": "over_5b", "count": 28 }, { "code": "not_reported", "count": 70 } ], "firms": [ { "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": 318950, "name": "Thomas Everett Investments, LLC", "name_as_filed": "THOMAS EVERETT INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/thomas-everett-investments-llc-318950", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105902, "name": "Thor Wealth Management Inc", "name_as_filed": "THOR WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/thor-wealth-management-inc-cincinnati-oh-105902", "city": "Cincinnati", "state": "OH", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121028, "name": "Tidmore Retirement Planning Specialists", "name_as_filed": "TIDMORE RETIREMENT PLANNING SPECIALISTS", "url": "https://advisorcensus.com/firm/tidmore-retirement-planning-specialists-beachwood-oh-121028", "city": "Beachwood", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 340051, "name": "Titan Wealth Management", "name_as_filed": "TITAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/titan-wealth-management-cincinnati-oh-340051", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329527, "name": "TMT Investment Adviser", "name_as_filed": "TMT INVESTMENT ADVISER", "url": "https://advisorcensus.com/firm/tmt-investment-adviser-329527", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338154, "name": "Tonjes Financial Group", "name_as_filed": "TONJES FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/tonjes-financial-group-findlay-oh-338154", "city": "Findlay", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160006, "name": "Townsend Holdings LLC", "name_as_filed": "TOWNSEND HOLDINGS LLC", "url": "https://advisorcensus.com/firm/townsend-holdings-llc-cleveland-oh-160006", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 121137, "name": "Trade Investment Analysis Group", "name_as_filed": "TRADE INVESTMENT ANALYSIS GROUP", "url": "https://advisorcensus.com/firm/trade-investment-analysis-group-121137", "city": null, "state": null, "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321904, "name": "Trajectory Financial Planning", "name_as_filed": "TRAJECTORY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904", "city": "Cleveland", "state": "OH", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322455, "name": "Tranquil Path Financial Planning", "name_as_filed": "TRANQUIL PATH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/tranquil-path-financial-planning-322455", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 292210, "name": "Transcend Wealth", "name_as_filed": "TRANSCEND WEALTH", "url": "https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210", "city": "Woodmere", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288325, "name": "Trendcalc Dynamics", "name_as_filed": "TRENDCALC DYNAMICS", "url": "https://advisorcensus.com/firm/trendcalc-dynamics-columbus-oh-288325", "city": "Columbus", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 119921, "name": "Tricord Wealth Advisors", "name_as_filed": "TRICORD WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/tricord-wealth-advisors-columbus-oh-119921", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "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": 152355, "name": "Trinity Wealth Management LLC", "name_as_filed": "TRINITY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/trinity-wealth-management-llc-cincinnati-oh-152355", "city": "Cincinnati", "state": "OH", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "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", "city": "Hilliard", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143194, "name": "True Wealth Design, LLC", "name_as_filed": "TRUE WEALTH DESIGN, LLC", "url": "https://advisorcensus.com/firm/true-wealth-design-llc-akron-oh-143194", "city": "Akron", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105664, "name": "Truepoint, Inc.", "name_as_filed": "TRUEPOINT, INC.", "url": "https://advisorcensus.com/firm/truepoint-inc-cincinnati-oh-105664", "city": "Cincinnati", "state": "OH", "years_registered": 40, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310549, "name": "Truly Prosper Financial Planning LLC", "name_as_filed": "TRULY PROSPER FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549", "city": "Dublin", "state": "OH", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121495, "name": "Tudor Financial, Inc.", "name_as_filed": "TUDOR FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/tudor-financial-inc-dayton-oh-121495", "city": "Dayton", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170738, "name": "Turnstone Financial", "name_as_filed": "TURNSTONE FINANCIAL", "url": "https://advisorcensus.com/firm/turnstone-financial-troy-oh-170738", "city": "Troy", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 340640, "name": "Union Strategic Advisors", "name_as_filed": "UNION STRATEGIC ADVISORS", "url": "https://advisorcensus.com/firm/union-strategic-advisors-blue-ash-oh-340640", "city": "Blue Ash", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324205, "name": "United Advisor Group", "name_as_filed": "UNITED ADVISOR GROUP", "url": "https://advisorcensus.com/firm/united-advisor-group-cincinnati-oh-324205", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325112, "name": "Unrivaled Wealth Management", "name_as_filed": "UNRIVALED WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/unrivaled-wealth-management-325112", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108050, "name": "Valmark Advisers, Inc.", "name_as_filed": "VALMARK ADVISERS, INC.", "url": "https://advisorcensus.com/firm/valmark-advisers-inc-akron-oh-108050", "city": "Akron", "state": "OH", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134813, "name": "Van Winkle Wealth Management Group LLC", "name_as_filed": "VAN WINKLE WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/van-winkle-wealth-management-group-llc-newark-oh-134813", "city": "Newark", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105950, "name": "Vantage Financial Group, Inc.", "name_as_filed": "VANTAGE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/vantage-financial-group-inc-cleveland-oh-105950", "city": "Cleveland", "state": "OH", "years_registered": 37, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 290308, "name": "Vanweelden Wealth Management, LLC", "name_as_filed": "VANWEELDEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vanweelden-wealth-management-llc-west-chester-township-oh-290308", "city": "West Chester Township", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288118, "name": "Vaultis Private Wealth Ltd", "name_as_filed": "VAULTIS PRIVATE WEALTH LTD", "url": "https://advisorcensus.com/firm/vaultis-private-wealth-ltd-288118", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108830, "name": "Vawter Financial Ltd", "name_as_filed": "VAWTER FINANCIAL LTD", "url": "https://advisorcensus.com/firm/vawter-financial-ltd-columbus-oh-108830", "city": "Columbus", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306678, "name": "Vela Investment Management, LLC", "name_as_filed": "VELA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vela-investment-management-llc-new-albany-oh-306678", "city": "New Albany", "state": "OH", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 304237, "name": "Venture Visionary Partners LLC", "name_as_filed": "VENTURE VISIONARY PARTNERS LLC", "url": "https://advisorcensus.com/firm/venture-visionary-partners-llc-sylvania-oh-304237", "city": "Sylvania", "state": "OH", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291184, "name": "Victory Financial Services LLC", "name_as_filed": "VICTORY FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184", "city": "Medina", "state": "OH", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334882, "name": "Ville Wealth Management", "name_as_filed": "VILLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ville-wealth-management-334882", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304882, "name": "Virgil Wealth Advisory", "name_as_filed": "VIRGIL WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/virgil-wealth-advisory-cincinnati-oh-304882", "city": "Cincinnati", "state": "OH", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170003, "name": "Vision Financial Management, LLC", "name_as_filed": "VISION FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vision-financial-management-llc-cuyahoga-falls-oh-170003", "city": "Cuyahoga Falls", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 330461, "name": "VWR Financial Advisory Services", "name_as_filed": "VWR FINANCIAL ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/vwr-financial-advisory-services-alpha-oh-330461", "city": "Alpha", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 334683, "name": "W&S Advisory Services, LLC", "name_as_filed": "W&S ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/w-and-s-advisory-services-llc-cincinnati-oh-334683", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 146608, "name": "W.A. Smith Financial Group", "name_as_filed": "W.A. SMITH FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/w-a-smith-financial-group-sandusky-oh-146608", "city": "Sandusky", "state": "OH", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164490, "name": "W.M. Baker Investments LLC", "name_as_filed": "W.M. BAKER INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/w-m-baker-investments-llc-164490", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129549, "name": "W3 Wealth Advisors, LLC", "name_as_filed": "W3 WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/w3-wealth-advisors-llc-akron-oh-129549", "city": "Akron", "state": "OH", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323234, "name": "Walden Financial", "name_as_filed": "WALDEN FINANCIAL", "url": "https://advisorcensus.com/firm/walden-financial-granville-oh-323234", "city": "Granville", "state": "OH", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159564, "name": "Waller Financial Planning Group, Inc.", "name_as_filed": "WALLER FINANCIAL PLANNING GROUP, INC.", "url": "https://advisorcensus.com/firm/waller-financial-planning-group-inc-columbus-oh-159564", "city": "Columbus", "state": "OH", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125145, "name": "Warther Private Wealth", "name_as_filed": "WARTHER PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/warther-private-wealth-akron-oh-125145", "city": "Akron", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 329451, "name": "Way Street Financial, LLC", "name_as_filed": "WAY STREET FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/way-street-financial-llc-brunswick-oh-329451", "city": "Brunswick", "state": "OH", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121236, "name": "Wayne D. Minich & Company, Inc.", "name_as_filed": "WAYNE D. 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