Hamilton County, OH Financial Advisors and Resources



Financial Advisor Firms in Hamilton County, OH


RANDOLPH CO INC

Website

(513) 891-7144

4200 Malsbary Road

Cincinnati, OH 45242

SEC#: 801-28213
Years in Business: 34 years

CINCINNATI ASSET MANAGEMENT INC

Website

(513) 554-8500

8845 Governor'S Hill Drive
Suite 230
Cincinnati, OH 45249

SEC#: 801-34376
Years in Business: 32 years

TOUCHSTONE ADVISORS INC

Website

(513) 362-8000

303 Broadway
Suite 1100
Cincinnati, OH 45202

SEC#: 801-45963
Years in Business: 27 years

EICHNER INVESTMENT PLANNING, LLC

Website

(513) 290-9170

3805 Edwards Road
Suite 550
Cincinnati, OH 45209

SEC#: 801-113004
Years in Business: 3 years

BOWLING PORTFOLIO MANAGEMENT LLC

Website

(513) 871-7776

4030 Smith Road
Suite 140
Cincinnati, OH 45209

SEC#: 801-63696
Years in Business: 16 years

QUEEN CITY CAPITAL MANAGEMENT, LLC

Website

(513) 721-6089

212 East Third Street
Suite 100
Cincinnati, OH 45202

SEC#: 801-76921
Years in Business: 9 years

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Website

(513) 942-9700

9360 Montgomery Road

Cincinnati, OH 45242

SEC#: 801-78501
Years in Business: 8 years

CLARIFY WEALTH MANAGEMENT

Website

(513) 381-0001

50 E-Business Way
Suite 100
Cincinnati, OH 45241

SEC#: 801-108586
Years in Business: 4 years

HACKMAN FINANCIAL GROUP

Website

(513) 891-5300

7355 E. Kemper Road

Cincinnati, OH 45249

SEC#: 801-111082
Years in Business: 4 years


How Retirement-Friendly is Hamilton County, OH?

  • Population: 813,589
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $160,900
  • Average Monthly Housing Cost: $960
  • Average Household Income: $83,247
  • 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.)


Hamilton County, OH Financial Advisor FAQs

The range is unclear due to the complexity of the client's situation and their needs. Some people might need investment guidance or someone who can design a qualified retirement plan while others may only need tax preparation. Factors such as their age, income level, current liabilities and estate size all go into estimating how much they should spend annually with an advisor.
One of the things you should not forget to ask your financial advisor is how he is compensated. If you only need the basics of financial planning, it would be best to hire one who prefers to be paid hourly/flat fee.
Common forms of compensation for financial advisors are commission-based, fee-based, and fee-only.
A financial advisor can help you create a roadmap to ensure your financial goals are met. The advice of an independent, third party expert can steer clear of risk and mistakes in financial planning.