{
  "path": "/advisors/oh/flat-fee",
  "url": "https://advisorcensus.com/advisors/oh/flat-fee/page/8",
  "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": 8,
  "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": 164912,
      "name": "Oberlin Wealth Partners, LLC",
      "name_as_filed": "OBERLIN WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/oberlin-wealth-partners-llc-bryan-oh-164912",
      "city": "Bryan",
      "state": "OH",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306909,
      "name": "Octavia Wealth Advisors LLC",
      "name_as_filed": "OCTAVIA WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/octavia-wealth-advisors-llc-cincinnati-oh-306909",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119952,
      "name": "ODA and Company, Inc.",
      "name_as_filed": "ODA AND COMPANY, INC.",
      "url": "https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952",
      "city": "Medina",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332533,
      "name": "Omega Capital Management LLC",
      "name_as_filed": "OMEGA CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/omega-capital-management-llc-new-albany-oh-332533",
      "city": "New Albany",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105662,
      "name": "On Investment Management Co",
      "name_as_filed": "ON INVESTMENT MANAGEMENT CO",
      "url": "https://advisorcensus.com/firm/on-investment-management-co-cincinnati-oh-105662",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 54,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168013,
      "name": "Oncenter Financial Advisors LLC",
      "name_as_filed": "ONCENTER FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300365,
      "name": "One Brick Capital, LLC",
      "name_as_filed": "ONE BRICK CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/one-brick-capital-llc-columbus-oh-300365",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283087,
      "name": "Oneseven",
      "name_as_filed": "ONESEVEN",
      "url": "https://advisorcensus.com/firm/oneseven-beachwood-oh-283087",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130198,
      "name": "ORG Portfolio Management LLC",
      "name_as_filed": "ORG PORTFOLIO MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198",
      "city": "Beachwood",
      "state": "OH",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331383,
      "name": "Organic Wealth, LLC",
      "name_as_filed": "ORGANIC WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/organic-wealth-llc-columbus-oh-331383",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168295,
      "name": "Paradigm Investment Advisory LLC",
      "name_as_filed": "PARADIGM INVESTMENT ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/paradigm-investment-advisory-llc-akron-oh-168295",
      "city": "Akron",
      "state": "OH",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153265,
      "name": "Parallel Equity Advisors Ltd.",
      "name_as_filed": "PARALLEL EQUITY ADVISORS LTD.",
      "url": "https://advisorcensus.com/firm/parallel-equity-advisors-ltd-dublin-oh-153265",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317521,
      "name": "Park Edge Advisors, LLC",
      "name_as_filed": "PARK EDGE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/park-edge-advisors-llc-cleveland-oh-317521",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119709,
      "name": "Partners Investment Services, Inc",
      "name_as_filed": "PARTNERS INVESTMENT SERVICES, INC",
      "url": "https://advisorcensus.com/firm/partners-investment-services-inc-cleveland-heights-oh-119709",
      "city": "Cleveland Heights",
      "state": "OH",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119681,
      "name": "Partnership Financial, LLC",
      "name_as_filed": "PARTNERSHIP FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/partnership-financial-llc-columbus-oh-119681",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293632,
      "name": "Patriot Asset Advisors, LLC",
      "name_as_filed": "PATRIOT ASSET ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/patriot-asset-advisors-llc-pataskala-oh-293632",
      "city": "Pataskala",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328307,
      "name": "Patriot Wealth Planners LLC",
      "name_as_filed": "PATRIOT WEALTH PLANNERS LLC",
      "url": "https://advisorcensus.com/firm/patriot-wealth-planners-llc-maumee-oh-328307",
      "city": "Maumee",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335642,
      "name": "PAY IT Forward Financial Planning, LLC",
      "name_as_filed": "PAY IT FORWARD FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/pay-it-forward-financial-planning-llc-335642",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123475,
      "name": "PCA Investment Advisory Services, Inc.",
      "name_as_filed": "PCA INVESTMENT ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/pca-investment-advisory-services-inc-cincinnati-oh-123475",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106895,
      "name": "PDS Planning Inc",
      "name_as_filed": "PDS PLANNING INC",
      "url": "https://advisorcensus.com/firm/pds-planning-inc-dublin-oh-106895",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 37,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147345,
      "name": "Peak Financial Partners, LLC",
      "name_as_filed": "PEAK FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/peak-financial-partners-llc-147345",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317592,
      "name": "Peak Retirement Planning, Inc.",
      "name_as_filed": "PEAK RETIREMENT PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/peak-retirement-planning-inc-columbus-oh-317592",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127391,
      "name": "Peak Wealth Solutions",
      "name_as_filed": "PEAK WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/peak-wealth-solutions-pepper-pike-oh-127391",
      "city": "Pepper Pike",
      "state": "OH",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315241,
      "name": "PEB Capital Management LLC",
      "name_as_filed": "PEB CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/peb-capital-management-llc-columbus-oh-315241",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121055,
      "name": "Peck & Associates, LLC",
      "name_as_filed": "PECK & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/peck-and-associates-llc-independence-oh-121055",
      "city": "Independence",
      "state": "OH",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331948,
      "name": "Pennant Wealth Management LLC",
      "name_as_filed": "PENNANT WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pennant-wealth-management-llc-westlake-oh-331948",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316813,
      "name": "Peters Wealth Group",
      "name_as_filed": "PETERS WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/peters-wealth-group-westerville-oh-316813",
      "city": "Westerville",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337906,
      "name": "Phase Line Financial",
      "name_as_filed": "PHASE LINE FINANCIAL",
      "url": "https://advisorcensus.com/firm/phase-line-financial-337906",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332817,
      "name": "Philipp Capital Advisors",
      "name_as_filed": "PHILIPP CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/philipp-capital-advisors-332817",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297249,
      "name": "Phillips Wealth Management LLC",
      "name_as_filed": "PHILLIPS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/phillips-wealth-management-llc-pickerington-oh-297249",
      "city": "Pickerington",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106817,
      "name": "Pinnacle Advisors",
      "name_as_filed": "PINNACLE ADVISORS",
      "url": "https://advisorcensus.com/firm/pinnacle-advisors-mansfield-oh-106817",
      "city": "Mansfield",
      "state": "OH",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167647,
      "name": "Plan Partners LLC",
      "name_as_filed": "PLAN PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/plan-partners-llc-167647",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119867,
      "name": "Poitinger Financial, Inc.",
      "name_as_filed": "POITINGER FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/poitinger-financial-inc-fairlawn-oh-119867",
      "city": "Fairlawn",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299258,
      "name": "Polaris Financial Partners, LLC",
      "name_as_filed": "POLARIS FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/polaris-financial-partners-llc-westerville-oh-299258",
      "city": "Westerville",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120409,
      "name": "Pomeroy Financial Planning, LLC.",
      "name_as_filed": "POMEROY FINANCIAL PLANNING, LLC.",
      "url": "https://advisorcensus.com/firm/pomeroy-financial-planning-llc-cincinnati-oh-120409",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332507,
      "name": "Prasad Wealth Partners",
      "name_as_filed": "PRASAD WEALTH PARTNERS",
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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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}