Fiduciary advisors in New Albany, OH
4 registered advisers
Across Ohio, smaller markets like New Albany maintain independent advisory options. In New Albany, 4 fiduciary advisors hold SEC registration, with 4 operating as fee-only practices.
COLUMBUS INVESTMENT ADVISORY INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$406M
Minimum--
Clients103
KENNON-GREEN & CO.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$155M
Minimum--
Clients279
VELA INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$486M
Minimum--
Clients318
YFP WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$53M
Minimum--
Clients715