
A financial planning service helps individuals or businesses manage their finances, including budgeting, investments, retirement planning, and risk management.
In Ohio, financial advisors typically charge 0.5% to 1.5% of assets under management annually, or a flat fee for planning services, depending on experience and services offered.
Paying 1% to a financial advisor can be worthwhile if they provide personalized guidance, optimize investments, and help grow your wealth over time. The value depends on your financial goals and the advisor’s performance.
Ohio has thousands of licensed financial advisors, including CFPs, investment advisors, and financial planners serving individuals and businesses across the state.
