Low Cost · Cincinnati
Cheap Financial Advisors in Cincinnati, OH — Best Prices
Compare financial advisors prices in Cincinnati to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Cincinnati, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Carson Wealth (formerly Total Wealth Planning) with a 5.0-star rating from 102 Google reviews and an RNM Score of 87/100. Also in the top tier: Wealthquest and Conservative Financial Solutions. The average rating across all listed financial advisors in Cincinnati is 5 stars from 27 reviews per business on average.
Financial advisors in Cincinnati typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Cincinnati, Ohio is home to a variety of financial advisor firms that offer investment management, retirement planning, and other wealth management services to local residents. When searching for a financial advisor in the Cincinnati area, consumers should consider factors like the firm's experience, services offered, and fee structure.
- ✓Cincinnati, OH is home to a range of financial advisor firms
- ✓Financial advisors in the area provide investment management, retirement planning, and other wealth management services
- ✓Consumers should research factors like experience, services, and fees when selecting a local financial advisor
Best Overall
WealthWise Financial Group. LLC
WealthWise Financial Group. LLC stands out as a top-ranked financial advisor in Cincinnati due to its comprehensive wealth management services and experienced team of certified financial planners.
Most Reviewed
Carson Wealth (formerly Total Wealth Planning)
A high review count suggests that Carson Wealth (formerly Total Wealth Planning) has a strong track record of client satisfaction and trust.
When choosing a financial advisor in Cincinnati, consider factors like the firm's credentials, range of services, and client reviews to find the best fit for your financial needs.
How to Choose a Financial Advisor in Cincinnati
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Cincinnati area
- • Fiduciary duty to act in your best interests
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my financial goals?
- • What services do you provide, and how are you compensated for them?
- • Can you provide references from current Cincinnati-area clients?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and costs
- ⚠ Unwillingness to provide a written financial plan
- ⚠ Disciplinary actions or customer complaints
In Ohio, financial advisors must be registered with the Ohio Division of Securities and hold the appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
27
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
A trusted Cincinnati financial advisor with a perfect 5.0-star rating from over 100 reviews.
4665 Cornell Rd Suite 160, Cincinnati, OH 45241, USATrusted by clients, earning a perfect 5.0-star rating from over 100 reviews.
50 E Business Way #120, Cincinnati, OH 45241, USATop-rated Cincinnati financial advisor with a perfect 5.0 stars from 59 reviews.
10403 Harrison Ave, Harrison, OH 45030, USAFinancial Advisors Rankings in Cincinnati, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Carson Wealth (formerly Total Wealth Planning)4665 Cornell Rd Suite 160, Cincinnati, OH 45241, USA | 5.0★ | 102 |
| #2 | Wealthquest50 E Business Way #120, Cincinnati, OH 45241, USA | 5.0★ | 114 |
| #3 | Conservative Financial Solutions10403 Harrison Ave, Harrison, OH 45030, USA | 5.0★ | 59 |
| #4 | Wurz Financial Services | Cincinnati Financial Planner201 E 5th St Suite 1900, Cincinnati, OH 45202, USA | 5.0★ | 26 |
| #5 | Incline Wealth Advisors4030 Smith Rd Suite 200, Cincinnati, OH 45209, USA | 5.0★ | 21 |
| #6 | HCM Wealth Advisors & CPAs6116 Harrison Ave, Cincinnati, OH 45247, USA | 5.0★ | 4 |
| #7 | Truepoint Wealth Counsel9999 Carver Rd Suite 200, Cincinnati, OH 45242, USA | 5.0★ | 3 |
| #8 | WealthWise Financial Group. LLC1325 E Kemper Rd Suite 201, Cincinnati, OH 45246, USA | 5.0★ | 52 |
| #9 | Kehoe Financial Advisors125 Boggs Ln, Cincinnati, OH 45246, USA | 5.0★ | 9 |
| #10 | Realize Wealth Management3805 Edwards Rd STE 200, Cincinnati, OH 45209, USA | 5.0★ | 50 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Cincinnati
5.0-star rating from 26 Google reviews, reflecting exceptional client satisfaction.
201 E 5th St Suite 1900, Cincinnati, OH 45202, USA
5.0★ rated Cincinnati financial advisor with over 20 client reviews.
4030 Smith Rd Suite 200, Cincinnati, OH 45209, USA
Known for exceptional 5.0-star service, this Cincinnati financial advisor has 4 glowing reviews.
6116 Harrison Ave, Cincinnati, OH 45247, USA
Trusted Cincinnati financial advisor with a perfect 5.0-star rating from 3 reviews.
9999 Carver Rd Suite 200, Cincinnati, OH 45242, USA
A Cincinnati financial advisor with a perfect 5.0-star rating from 52 reviews.
1325 E Kemper Rd Suite 201, Cincinnati, OH 45246, USA
5.0 stars from 9 Google reviews, reflecting strong client satisfaction.
125 Boggs Ln, Cincinnati, OH 45246, USA
Consistently earns a perfect 5.0★ rating from 50 Google reviews in Cincinnati.
3805 Edwards Rd STE 200, Cincinnati, OH 45209, USA
A 5.0-star rating from 45 Google reviews highlights trusted financial guidance in Cincinnati.
7870 E Kemper Rd #430, Cincinnati, OH 45249, USA
Top-rated Cincinnati financial advisor with a perfect 5.0★ score from 15 reviews.
3706 Harrison Ave, Cincinnati, OH 45211, USA
Exceptional 5.0-star rating from six Google reviews in Cincinnati.
7346 Beechmont Ave, Cincinnati, OH 45230, USA
Earned a perfect 5.0-star rating from a handful of Google reviews.
117 E 4th St, Covington, KY 41011, USA
Rated 5.0 stars from 2 Google reviews, this Cincinnati financial advisor is highly recommended.
2702 Erie Ave UNIT 308, Cincinnati, OH 45208, USA
Earns a perfect 5.0-star rating from its early Google reviews in Cincinnati.
312 Walnut St # 2300, Cincinnati, OH 45202, USA
Rated 5.0 stars from one Google review, this Cincinnati financial advisor is highly praised.
212 E 3rd St #100, Cincinnati, OH 45202, USA
Earns a perfect 5.0-star rating from its early Google reviews in Cincinnati.
255 E 5th St #3000, Cincinnati, OH 45202, USA
5.0★ rating from 23 Google reviews for trusted financial guidance in Cincinnati.
8044 Montgomery Rd Suite 258, Cincinnati, OH 45236, USA
Earns a perfect 5.0-star rating from its initial Google reviews in Cincinnati.
7755 Montgomery Rd #100, Cincinnati, OH 45236, USA
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Financial Advisors in Cincinnati, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Carson Wealth (formerly Total Wealth Planning) | 87/100 | 5.0 ★ | 102 |
| 2 | Wealthquest | 84/100 | 5.0 ★ | 114 |
| 3 | Conservative Financial Solutions | 81/100 | 5.0 ★ | 59 |
| 4 | Wurz Financial Services | Cincinnati Financial Planner | 76/100 | 5.0 ★ | 26 |
| 5 | Incline Wealth Advisors | 75/100 | 5.0 ★ | 21 |
| 6 | HCM Wealth Advisors & CPAs | 67/100 | 5.0 ★ | 4 |
| 7 | Truepoint Wealth Counsel | 66/100 | 5.0 ★ | 3 |
| 8 | WealthWise Financial Group. LLC | 80/100 | 5.0 ★ | 52 |
| 9 | Kehoe Financial Advisors | 71/100 | 5.0 ★ | 9 |
| 10 | Realize Wealth Management | 80/100 | 5.0 ★ | 50 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Cincinnati
What is a fiduciary financial advisor and why does it matter in Cincinnati?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Cincinnati, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Cincinnati?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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