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Portfolio Size of 100K and
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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
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
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.
Dublin
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Dublin,
Ohio
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Dublin,
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
Dublin, Ohio.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 27 Years | $0 | $100,000 | Fee-Based | |
|
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# 2071799
Firm CRD# 10299
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Commissions
Office Location
5910 Wilcox Place,
Suite F,
Dublin,
OH
43016
Phone Number
614-504-0402
Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.
We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, 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.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 48 | 516 | $25,371,529,349 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 36 | 1563 | $2,145,097,957 | A Percentage of AUM, Fixed Fees
|
|
| 49 | 3777 | $1,150,940,052 | A Percentage of AUM, Fixed Fees
|
|
| 45 | 4100 | $1,084,743,953 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 16 | 2850 | $1,045,587,285 | A Percentage of AUM, Fixed Fees
|
|
| 8 | 600 | $684,745,447 | A Percentage of AUM, Fixed Fees
|
|
| 40 | 8 | $663,313,107 | A Percentage of AUM
|
|
| 5 | 1234 | $379,000,000 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
|
|
| 10 | 1307 | $337,186,081 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 11 | 1332 | $227,269,986 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 7 | 914 | $173,767,064 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 9 | 1217 | $109,235,462 | Fixed Fees
|
|
| 3 | 160 | $108,500,000 | A Percentage of AUM, Fixed Fees
|
|
| 8 | 0 | $0 | Hourly charges, Subscription Fees, Fixed Fees, Other (FEE BASED ON VOLUME OF VOTES, WORK PRODUCT, OR LICENSING FEE)
|
To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.
A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.
When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.
How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.
A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.
When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.
