Clark County, OH Financial Advisors and Resources

Financial Advisor Firms in Clark County, OH



(937) 342-0795

20 S. Limestone Street
Suite 245
Springfield, OH 45502

SEC#: 801-113263
Years in Business: 3 years

How Retirement-Friendly is Clark County, OH?

  • Population: 134,726
  • % of Population 62 Years and Over: 23.2%
  • Average Home Value: $119,200
  • Average Monthly Housing Cost: $762
  • Average Household Income: $65,280
  • 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.)

Clark County, OH Financial Advisor FAQs

The American Financial Services Association suggests that all financial advisors register their services with the Securities and Exchange Commission. A yearly retainer fee for a full service advisor may cost somewhere around $5,000 for one's entire financial needs. Many of the largest firms offer retirement services at an extra rate on top of that fee.
Try to ask if it would be possible to secure a sample financial plan especially from previous clients that have a profile closely identical to your own.
Generally, most investors prefer advisors who do not earn through commissions. Apparently, there are a number of financial advisors who earn in such a way. Commissions are generated from individual stock and bond transactions, mutual funds, and even on insurance products.
It would be wise to consult someone who has the expertise. The financial advisor will be able to help you plan for retirement and make sure that your money is paying off.