{
  "path": "/advisors/oh/flat-fee",
  "url": "https://advisorcensus.com/advisors/oh/flat-fee/page/5",
  "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": 5,
  "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": 286521,
      "name": "G2 Capital Management, LLC",
      "name_as_filed": "G2 CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/g2-capital-management-llc-columbus-oh-286521",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112352,
      "name": "Garlikov Advisors Inc",
      "name_as_filed": "GARLIKOV ADVISORS INC",
      "url": "https://advisorcensus.com/firm/garlikov-advisors-inc-columbus-oh-112352",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 43,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174285,
      "name": "Gartner Financial Advisors",
      "name_as_filed": "GARTNER FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/gartner-financial-advisors-174285",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329404,
      "name": "Gatepass Capital, LLC",
      "name_as_filed": "GATEPASS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/gatepass-capital-llc-independence-oh-329404",
      "city": "Independence",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311521,
      "name": "Gateway Asset Management, LLC",
      "name_as_filed": "GATEWAY ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/gateway-asset-management-llc-independence-oh-311521",
      "city": "Independence",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306078,
      "name": "Gateway Financial",
      "name_as_filed": "GATEWAY FINANCIAL",
      "url": "https://advisorcensus.com/firm/gateway-financial-northfield-oh-306078",
      "city": "Northfield",
      "state": "OH",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106022,
      "name": "Gateway Wealth, Inc.",
      "name_as_filed": "GATEWAY WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/gateway-wealth-inc-106022",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321832,
      "name": "Gearhart & Associates",
      "name_as_filed": "GEARHART & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/gearhart-and-associates-cincinnati-oh-321832",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173352,
      "name": "Generations Wealth, LLC",
      "name_as_filed": "GENERATIONS WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/generations-wealth-llc-cincinnati-oh-173352",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319091,
      "name": "George Financial Services",
      "name_as_filed": "GEORGE FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/george-financial-services-canton-oh-319091",
      "city": "Canton",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120039,
      "name": "Gerber, LLC",
      "name_as_filed": "GERBER, LLC",
      "url": "https://advisorcensus.com/firm/gerber-llc-columbus-oh-120039",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327008,
      "name": "GGM Financial LLC",
      "name_as_filed": "GGM FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/ggm-financial-llc-columbus-oh-327008",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121365,
      "name": "Gianola Financial Planning, LLC",
      "name_as_filed": "GIANOLA FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/gianola-financial-planning-llc-worthington-oh-121365",
      "city": "Worthington",
      "state": "OH",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135511,
      "name": "GJW Investment Adviser LLC",
      "name_as_filed": "GJW INVESTMENT ADVISER LLC",
      "url": "https://advisorcensus.com/firm/gjw-investment-adviser-llc-medina-oh-135511",
      "city": "Medina",
      "state": "OH",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283588,
      "name": "Golden Reserve Retirement, LLC",
      "name_as_filed": "GOLDEN RESERVE RETIREMENT, LLC",
      "url": "https://advisorcensus.com/firm/golden-reserve-retirement-llc-dublin-oh-283588",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119804,
      "name": "Gould Ruma Financial Advisors",
      "name_as_filed": "GOULD RUMA FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/gould-ruma-financial-advisors-toledo-oh-119804",
      "city": "Toledo",
      "state": "OH",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158535,
      "name": "Grant Street Wealth Management, Ltd.",
      "name_as_filed": "GRANT STREET WEALTH MANAGEMENT, LTD.",
      "url": "https://advisorcensus.com/firm/grant-street-wealth-management-ltd-columbus-oh-158535",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140440,
      "name": "Great Lakes Benefits and Wealth Management",
      "name_as_filed": "GREAT LAKES BENEFITS AND WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/great-lakes-benefits-and-wealth-management-sandusky-oh-140440",
      "city": "Sandusky",
      "state": "OH",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290434,
      "name": "Great Lakes Retirement Planning, LLC",
      "name_as_filed": "GREAT LAKES RETIREMENT PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/great-lakes-retirement-planning-llc-cleveland-oh-290434",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336376,
      "name": "Grenadilla Advisory LLC",
      "name_as_filed": "GRENADILLA ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/grenadilla-advisory-llc-beachwood-oh-336376",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310119,
      "name": "Gross Investments LLC",
      "name_as_filed": "GROSS INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/gross-investments-llc-valley-city-oh-310119",
      "city": "Valley City",
      "state": "OH",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288210,
      "name": "Gryphon Financial Partners",
      "name_as_filed": "GRYPHON FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/gryphon-financial-partners-columbus-oh-288210",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121115,
      "name": "H&M Financial Advisors",
      "name_as_filed": "H&M FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/h-and-m-financial-advisors-marion-oh-121115",
      "city": "Marion",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282027,
      "name": "Hackman Financial Group",
      "name_as_filed": "HACKMAN FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/hackman-financial-group-cincinnati-oh-282027",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109116,
      "name": "Hamilton Capital",
      "name_as_filed": "HAMILTON CAPITAL",
      "url": "https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 29,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135731,
      "name": "Harding Financial Group",
      "name_as_filed": "HARDING FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/harding-financial-group-westerville-oh-135731",
      "city": "Westerville",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120614,
      "name": "Harvest Advisors, LLC",
      "name_as_filed": "HARVEST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/harvest-advisors-llc-canton-oh-120614",
      "city": "Canton",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304360,
      "name": "Harvest Money | Invest Your Faith",
      "name_as_filed": "HARVEST MONEY | INVEST YOUR FAITH",
      "url": "https://advisorcensus.com/firm/harvest-money-invest-your-faith-304360",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299959,
      "name": "Hauser Retirement Solutions 2 LLC",
      "name_as_filed": "HAUSER RETIREMENT SOLUTIONS 2 LLC",
      "url": "https://advisorcensus.com/firm/hauser-retirement-solutions-2-llc-cincinnati-oh-299959",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130927,
      "name": "HAWK100",
      "name_as_filed": "HAWK100",
      "url": "https://advisorcensus.com/firm/hawk100-dublin-oh-130927",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107700,
      "name": "HCM Wealth Advisors",
      "name_as_filed": "HCM WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/hcm-wealth-advisors-cincinnati-oh-107700",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121179,
      "name": "HD Pinnacle Advisors, Ltd.",
      "name_as_filed": "HD PINNACLE ADVISORS, LTD.",
      "url": "https://advisorcensus.com/firm/hd-pinnacle-advisors-ltd-mansfield-oh-121179",
      "city": "Mansfield",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154955,
      "name": "Heritage Financial Advisors, LLC",
      "name_as_filed": "HERITAGE FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/heritage-financial-advisors-llc-waterville-oh-154955",
      "city": "Waterville",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312545,
      "name": "Heritage Wealth Advisors",
      "name_as_filed": "HERITAGE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/heritage-wealth-advisors-cincinnati-oh-312545",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172790,
      "name": "Hero Investors, LLC",
      "name_as_filed": "HERO INVESTORS, LLC",
      "url": "https://advisorcensus.com/firm/hero-investors-llc-cincinnati-oh-172790",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105344,
      "name": "Heximer Investment Management Inc.",
      "name_as_filed": "HEXIMER INVESTMENT MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/heximer-investment-management-inc-columbus-oh-105344",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158609,
      "name": "Hicks Capital Management, LLC",
      "name_as_filed": "HICKS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/hicks-capital-management-llc-columbus-oh-158609",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109834,
      "name": "Highland Consulting Associates Inc.",
      "name_as_filed": "HIGHLAND CONSULTING ASSOCIATES INC.",
      "url": "https://advisorcensus.com/firm/highland-consulting-associates-inc-cleveland-oh-109834",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282906,
      "name": "Highland Consulting Associates International, Inc.",
      "name_as_filed": "HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.",
      "url": "https://advisorcensus.com/firm/highland-consulting-associates-international-inc-cleveland-oh-282906",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337872,
      "name": "Hindman Financial, LLC",
      "name_as_filed": "HINDMAN FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/hindman-financial-llc-337872",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123465,
      "name": "Hixon Zuercher Capital Management",
      "name_as_filed": "HIXON ZUERCHER CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/hixon-zuercher-capital-management-findlay-oh-123465",
      "city": "Findlay",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333974,
      "name": "Horan Wealth, LLC",
      "name_as_filed": "HORAN WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/horan-wealth-llc-cincinnati-oh-333974",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119880,
      "name": "Horter Investment Management, LLC",
      "name_as_filed": "HORTER INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/horter-investment-management-llc-cincinnati-oh-119880",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300587,
      "name": "HP & Associates",
      "name_as_filed": "HP & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/hp-and-associates-300587",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143523,
      "name": "Hummel Wealth Management, LLC",
      "name_as_filed": "HUMMEL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/hummel-wealth-management-llc-berlin-oh-143523",
      "city": "Berlin",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288231,
      "name": "Hyland Wealth Management LLC",
      "name_as_filed": "HYLAND WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/hyland-wealth-management-llc-green-oh-288231",
      "city": "Green",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154630,
      "name": "IME Financial, LLC",
      "name_as_filed": "IME FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/ime-financial-llc-kettering-oh-154630",
      "city": "Kettering",
      "state": "OH",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306236,
      "name": "Independence Wealth Advisors, LLC",
      "name_as_filed": "INDEPENDENCE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/independence-wealth-advisors-llc-independence-oh-306236",
      "city": "Independence",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171959,
      "name": "Infinity Wealth Counsel, LLC",
      "name_as_filed": "INFINITY WEALTH COUNSEL, LLC",
      "url": "https://advisorcensus.com/firm/infinity-wealth-counsel-llc-loveland-oh-171959",
      "city": "Loveland",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156316,
      "name": "Infresh, Inc.",
      "name_as_filed": "INFRESH, INC.",
      "url": "https://advisorcensus.com/firm/infresh-inc-findlay-oh-156316",
      "city": "Findlay",
      "state": "OH",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/oh",
      "label": "Financial advisors in Ohio"
    },
    "fee_pages": [
      {
        "path": "/advisors/oh/fee-only",
        "label": "Fee-only financial advisors in Ohio",
        "firm_count": 350
      },
      {
        "path": "/advisors/oh/hourly",
        "label": "Hourly financial advisors in Ohio",
        "firm_count": 412
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/oh/columbus/flat-fee",
        "firm_count": 119,
        "label": "Flat-fee financial advisors in Columbus, OH"
      },
      {
        "path": "/advisors/oh/cleveland/flat-fee",
        "firm_count": 113,
        "label": "Flat-fee financial advisors in Cleveland, OH"
      },
      {
        "path": "/advisors/oh/cincinnati/flat-fee",
        "firm_count": 104,
        "label": "Flat-fee financial advisors in Cincinnati, OH"
      },
      {
        "path": "/advisors/oh/akron/flat-fee",
        "firm_count": 32,
        "label": "Flat-fee financial advisors in Akron, OH"
      },
      {
        "path": "/advisors/oh/dayton/flat-fee",
        "firm_count": 29,
        "label": "Flat-fee financial advisors in Dayton, OH"
      },
      {
        "path": "/advisors/oh/toledo/flat-fee",
        "firm_count": 23,
        "label": "Flat-fee financial advisors in Toledo, OH"
      },
      {
        "path": "/advisors/oh/canton/flat-fee",
        "firm_count": 17,
        "label": "Flat-fee financial advisors in Canton, OH"
      },
      {
        "path": "/advisors/oh/youngstown/flat-fee",
        "firm_count": 7,
        "label": "Flat-fee financial advisors in Youngstown, OH"
      },
      {
        "path": "/advisors/oh/mansfield/flat-fee",
        "firm_count": 6,
        "label": "Flat-fee financial advisors in Mansfield, OH"
      },
      {
        "path": "/advisors/oh/sandusky/flat-fee",
        "firm_count": 5,
        "label": "Flat-fee 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"
  }
}