{
  "path": "/advisors/oh/flat-fee",
  "url": "https://advisorcensus.com/advisors/oh/flat-fee/page/4",
  "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": 4,
  "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": 283359,
      "name": "Epoch Wealth Management",
      "name_as_filed": "EPOCH WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/epoch-wealth-management-283359",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288351,
      "name": "Equitta Advisors LLC",
      "name_as_filed": "EQUITTA ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/equitta-advisors-llc-milford-oh-288351",
      "city": "Milford",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333162,
      "name": "Ethos Financial Planning",
      "name_as_filed": "ETHOS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/ethos-financial-planning-333162",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164320,
      "name": "Evans Wealth Management",
      "name_as_filed": "EVANS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/evans-wealth-management-gallipolis-oh-164320",
      "city": "Gallipolis",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107091,
      "name": "Everhart Advisors",
      "name_as_filed": "EVERHART ADVISORS",
      "url": "https://advisorcensus.com/firm/everhart-advisors-dublin-oh-107091",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323559,
      "name": "F2 Wealth",
      "name_as_filed": "F2 WEALTH",
      "url": "https://advisorcensus.com/firm/f2-wealth-cincinnati-oh-323559",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289100,
      "name": "Fairpoint Wealth Management, LLC",
      "name_as_filed": "FAIRPOINT WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/fairpoint-wealth-management-llc-289100",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311031,
      "name": "Fairway Wealth Management LLC",
      "name_as_filed": "FAIRWAY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031",
      "city": "Independence",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167822,
      "name": "Faith Financial Advisors, Inc.",
      "name_as_filed": "FAITH FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/faith-financial-advisors-inc-loveland-oh-167822",
      "city": "Loveland",
      "state": "OH",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139716,
      "name": "Family Financial Planning, LLC",
      "name_as_filed": "FAMILY FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/family-financial-planning-llc-cortland-oh-139716",
      "city": "Cortland",
      "state": "OH",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284922,
      "name": "Family Life Financial Planning",
      "name_as_filed": "FAMILY LIFE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/family-life-financial-planning-mentor-oh-284922",
      "city": "Mentor",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130595,
      "name": "Family Wealth Advisory Group, LLC",
      "name_as_filed": "FAMILY WEALTH ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/family-wealth-advisory-group-llc-cincinnati-oh-130595",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286381,
      "name": "FC Wealth Solutions LLC",
      "name_as_filed": "FC WEALTH SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381",
      "city": "Westerville",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121658,
      "name": "FEG",
      "name_as_filed": "FEG",
      "url": "https://advisorcensus.com/firm/feg-cincinnati-oh-121658",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323497,
      "name": "FEG Curio Investment Partners, LLC",
      "name_as_filed": "FEG CURIO INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/feg-curio-investment-partners-llc-cincinnati-oh-323497",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130002,
      "name": "Fein Advisors",
      "name_as_filed": "FEIN ADVISORS",
      "url": "https://advisorcensus.com/firm/fein-advisors-130002",
      "city": null,
      "state": null,
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308015,
      "name": "Ferraro Wealth Management, LLC",
      "name_as_filed": "FERRARO WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ferraro-wealth-management-llc-dublin-oh-308015",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158173,
      "name": "Fidato Wealth LLC",
      "name_as_filed": "FIDATO WEALTH LLC",
      "url": "https://advisorcensus.com/firm/fidato-wealth-llc-middleburg-heights-oh-158173",
      "city": "Middleburg Heights",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299711,
      "name": "Fiduciary Wealth Group, LLC",
      "name_as_filed": "FIDUCIARY WEALTH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-wealth-group-llc-centerville-oh-299711",
      "city": "Centerville",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313015,
      "name": "Fifth Third Wealth Advisors LLC",
      "name_as_filed": "FIFTH THIRD WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/fifth-third-wealth-advisors-llc-cincinnati-oh-313015",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153568,
      "name": "Fike Advisors, LLC",
      "name_as_filed": "FIKE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fike-advisors-llc-wooster-oh-153568",
      "city": "Wooster",
      "state": "OH",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139256,
      "name": "Fillmore Capital Partners, LLC",
      "name_as_filed": "FILLMORE CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/fillmore-capital-partners-llc-powell-oh-139256",
      "city": "Powell",
      "state": "OH",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289453,
      "name": "Finance 180",
      "name_as_filed": "FINANCE 180",
      "url": "https://advisorcensus.com/firm/finance-180-289453",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119969,
      "name": "Financial Counseling, Inc.",
      "name_as_filed": "FINANCIAL COUNSELING, INC.",
      "url": "https://advisorcensus.com/firm/financial-counseling-inc-springboro-oh-119969",
      "city": "Springboro",
      "state": "OH",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118772,
      "name": "Financial Freedom",
      "name_as_filed": "FINANCIAL FREEDOM",
      "url": "https://advisorcensus.com/firm/financial-freedom-cincinnati-oh-118772",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120856,
      "name": "Financial Guidance Investment Advisers, Inc.",
      "name_as_filed": "FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/financial-guidance-investment-advisers-inc-olmsted-falls-oh-120856",
      "city": "Olmsted Falls",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336752,
      "name": "Financial Legacy Builders",
      "name_as_filed": "FINANCIAL LEGACY BUILDERS",
      "url": "https://advisorcensus.com/firm/financial-legacy-builders-336752",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120818,
      "name": "Financial Management Strategies, Inc.",
      "name_as_filed": "FINANCIAL MANAGEMENT STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/financial-management-strategies-inc-broadview-hts-oh-120818",
      "city": "Broadview Hts.",
      "state": "OH",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110384,
      "name": "Financial Rounds",
      "name_as_filed": "FINANCIAL ROUNDS",
      "url": "https://advisorcensus.com/firm/financial-rounds-cincinnati-oh-110384",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170373,
      "name": "Financialfamilies",
      "name_as_filed": "FINANCIALFAMILIES",
      "url": "https://advisorcensus.com/firm/financialfamilies-170373",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321957,
      "name": "Finish Well RIA LLC",
      "name_as_filed": "FINISH WELL RIA LLC",
      "url": "https://advisorcensus.com/firm/finish-well-ria-llc-columbus-oh-321957",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331225,
      "name": "Firefly Wealth Management",
      "name_as_filed": "FIREFLY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/firefly-wealth-management-cleveland-oh-331225",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 222527,
      "name": "Firelands Wealth Management, LLC",
      "name_as_filed": "FIRELANDS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/firelands-wealth-management-llc-huron-oh-222527",
      "city": "Huron",
      "state": "OH",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111144,
      "name": "First Fiduciary Investment Counsel Inc",
      "name_as_filed": "FIRST FIDUCIARY INVESTMENT COUNSEL INC",
      "url": "https://advisorcensus.com/firm/first-fiduciary-investment-counsel-inc-cleveland-oh-111144",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 50,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145025,
      "name": "First Mason Financial, LLC",
      "name_as_filed": "FIRST MASON FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/first-mason-financial-llc-medina-oh-145025",
      "city": "Medina",
      "state": "OH",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338807,
      "name": "Firstten Financial",
      "name_as_filed": "FIRSTTEN FINANCIAL",
      "url": "https://advisorcensus.com/firm/firstten-financial-338807",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332810,
      "name": "Flegal Financial Planning",
      "name_as_filed": "FLEGAL FINANCIAL PLANNING",
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  "csv": null,
  "source": {
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    "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"
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}