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Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Cincinnati, Ohio, is the third largest city in Ohio. If you live in Cincinnati, you may love your long-standing traditions and treasure your sense of assured security. So, having the right financial plan and investments in place is perhaps also high on your list of priorities for you and your family. There are over 2000 financial advisors in Cincinnati and it is perhaps a bit difficult to figure out whom to trust and how to begin your search to research and find the best advisor that would fit all your specific financial requirements. The cost of living in Cincinnati is 8% less than the national average. So how do you take advantage of living here and saving enough to build your financial future? Here is where perhaps WiserAdvisor can help.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Cincinnati, Ohio.
Cincinnati
has
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
306
non-vetted advisors in your local area. These financial advisors in
Cincinnati
,
Ohio
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Cincinnati
,
Ohio
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Cincinnati, Ohio.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Dan Brown
CWS® NATIONAL WEALTH MANAGEMENT GROUP / LPL FINANCIAL 11260 Chester Rd Suite 250, Cincinnati, OH 45246 |
26 Years | $40,000,000 | $25,000 | Fee-Based |
|
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) TOTAL WEALTH PLANNING LLC. 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241 |
30 Years | $0 | $5,000 | Fee-Only |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
|
Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, ChSNC®, CAP®, AEP®, CLU®, ChFC® SCHEELER FINANCIAL GROUP 9078 Union Centre Blvd, Suite 202, West Chester, OH 45069 |
21 Years | Not Specified | $500,000 | Fee-Based |
| Not Disclosed | $119,286,410 | $250,000 | Not Specified | |
|
Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA) ARTIFEX FINANCIAL GROUP, LLC 2305 Far Hills Avenue, Dayton, OH 45419 |
25 Years | Not Specified | $500,000 | Not Specified |
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
11260 Chester Rd Suite 250,
Cincinnati,
OH
45246
Phone Number
513-252-6140
I started in the financial services business in 1996 ( Investments and Insurance). I became securities licensed (series 6,63,66, and 7) a few years later. I specialize in creating financial plans for individuals and families, and recommending the appropriate investments to help my clients achieve their goals. I received my Certified Wealth Strategist CWS® designation in 2015.
LPL was Founded in 1989 , and currently has over 18,000 advisors, 800 financial partners , and Fortune 500 Company.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4665 Cornell Rd,
Suite 160,
Cincinnati,
OH
45241
Phone Number
513-984-6696
As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes: - 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. - Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. - Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired - Five-Star Advisor through Paladin Registry - 2008 Reuters Top Advisor - Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.
For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number
888-242-6766
Office Location
7890 E. Kemper Road, Suite 200,
Cincinnati,OH 45249
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
9078 Union Centre Blvd, Suite 202,
West Chester,
OH
45069
Phone Number
513-883-6100
My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally. Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.
We are an INDEPENDENT ADVISORY FIRM which allows us to be FOCUSED ENTIRELY ON YOU. We exist to provide a one-of-a-kind, high-end concierge experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 319618
Office Location
4 Sycamore Creek Drive,
Springboro,
OH
45066
Phone Number
937-291-2060
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 1223159
Firm CRD# 140643
Office Location
2305 Far Hills Avenue,
Dayton,
OH
45419
Phone Number
855-752-6644
Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program. Dougs passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.
Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 83 | 36 | $34,631,984,518 | A percentage of AUM
|
|
| 15 | 7222 | $2,948,407,854 | A percentage of AUM
|
|
| 3 | 152 | $879,873,087 | A percentage of AUM
|
|
| 9 | 1112 | $665,538,255 | A percentage of AUM
|
|
| 6 | 2 | $581,075,782 | A percentage of AUM, Performance Based
|
|
| 6 | 786 | $554,781,105 | A percentage of AUM
|
|
| 1 | 249 | $445,869,537 | A percentage of AUM, Fixed fees
|
|
| 9 | 1042 | $325,548,647 | A percentage of AUM
|
|
| 7 | 6 | $185,990,585 | A percentage of AUM, Performance Based
|
|
| 3 | 642 | $157,751,111 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 391 | $120,312,261 | A percentage of AUM
|
|
| 2 | 325 | $102,918,417 | A percentage of AUM, Fixed fees
|
|
| 81 | 70 | $20,140,000 | A percentage of AUM
|
|
| 20 | 0 | $0 | A percentage of AUM, Fixed fees, Performance Based, Other (STRUCTURING FEES, FINANCING FEES, DISPOSITION FEES)
|
|
| 4 | 0 | $0 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 7755 Montgomery Road, 2nd Floor, Cincinnati, OH 45236 | 513-762-5232 | |
| 7755 Montgomery Road - 2nd, Floor, Cincinnati, OH 45236 | 513-562-8330 | |
| 7755 Montgomery Road - 2nd, Floor, Cincinnati, OH 45236 | 513-562-8319 | |
| 225 Pictoria Dr, Ste 110, Cincinnati, OH 45246 | 513-346-1738 | |
| 7755 Montgomery Road, 2nd Floor, Cincinnati, OH 45236 | 513-762-5359 | |
| 225 Pictoria Dr, Ste 110, Cincinnati, OH 45246 | 513-931-5400 | |
| 5887 Cornell Rd, Ste 3, Cincinnati, OH 45242 | 513-469-7526 | |
| 7755 Montgomery Road - 2nd, Floor, Cincinnati, OH 45236 | 513-762-5272 | |
| 221 East 4th St Atrium Two, 22 Fl, Cincinnati, OH 45202 | 513-852-4403 | |
| 7755 Montgomery Road, 2nd Floor, Cincinnati, OH 45236 | 513-762-5366 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
