Find a Financial Advisor in Butler County, OH

 

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We did the hard work of finding trustworthy partners in Butler County, OH.

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We Only Work With The Best Butler County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Butler County, OH


  • Financial Advisor Close to Butler County, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Butler County, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Butler County, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Butler County financial advisors.
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How Retirement-Friendly is Butler County, OH?

  • Population: 380,019
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $183,000
  • Average Monthly Housing Cost: $1,000
  • Average Household Income: $84,886
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)



The Top Financial Advisor Firms in Butler County, OH

 

9258 WEALTH MANAGEMENT, LLC

Website

(513) 863-4015

223 Ross Avenue

Hamilton, OH 45013

SEC#: 801-112161
Years in Business: 3 years

 


Butler County, OH Financial Advisor FAQs

Research different advisors in your area that can handle your needs. You can do this by going online and looking for ones in your area as well as reading reviews from others who have used them before. Once you find someone you feel comfortable with, set up an appointment with them so they can ask about the different services you need from them and how much they charge for those services so you know what is budget-friendly for you personally.
There are many determinants in the cost of a financial advisor. These include but are not limited to complexity, risk tolerance, assets currently being managed, ongoing obligations one would have while under the care of said financial advisor, etc.
Financial advisors typically charge either on the basis of assets under management (AUM) (fee based model), performance (performance advisor), flat fee per service (hourly advice) or some combination thereof - the choice depends on their compensations philosophy and unique charging needs.
The role of a financial advisor is to guide their clients’ investments. Financial advisors help their clients with savings, retirement planning, risk management, and tax advice. Utilizing the fiduciary standards of care for all their work ensures that they are always working in the best interests of the client rather than themselves or any other third parties.