Fiduciary advisors in Westerville, OH
10 registered advisers
Westerville is a Columbus suburb where Nationwide Insurance's influence and a growing tech corridor have expanded advisory demand. The fee-only share stands at 90%, with 9 firms declining all forms of commission-based compensation. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.
FC WEALTH SOLUTIONS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$199M
Minimum--
Clients355
HARDING FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.38%
AUM$160M
Minimum--
Clients437
JERICHO FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$220M
Minimum--
Clients979
POLARIS FINANCIAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$226M
Minimum--
Clients456
RETIREMENT PLANS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$248M
Minimum--
Clients268
SHAFFER CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$174M
Minimum--
Clients439
SWISHER FINANCIAL CONCEPTS, INC.
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$258M
Minimum--
Clients1,350
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$599M
Minimum--
Clients1,805
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.0B
Minimum--
Clients6
YARGER WEALTH STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$471M
Minimum--
Clients671