Low Cost · Columbus
Cheap Financial Advisors in Columbus, OH — Best Prices
Compare financial advisors prices in Columbus 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 Columbus, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Peak Retirement Planning, Inc. with a 5.0-star rating from 310 Google reviews and an RNM Score of 88/100. Also in the top tier: Libertas Wealth Management Group and rebel Financial. The average rating across all listed financial advisors in Columbus is 4.9 stars from 42 reviews per business on average.
Financial advisors in Columbus 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.
Columbus, Ohio is home to a variety of financial advisor services that can help individuals and families with investment planning, retirement strategies, and other financial needs. When searching for a local financial advisor, consumers should consider factors such as qualifications, services offered, and client reviews.
- ✓Financial advisors in Columbus, OH offer services like investment management, retirement planning, and tax strategy
- ✓Consumers should research an advisor's credentials, such as the Certified Financial Planner (CFP) designation, to ensure they are working with a qualified professional
- ✓Reviews from existing clients can provide insight into an advisor's communication style and ability to meet client needs
Best Overall
Capstone Wealth Advisors - Ameriprise Financial Services, LLC
As a top-ranked firm affiliated with Ameriprise, Capstone offers comprehensive financial planning and a strong local reputation.
Most Reviewed
Edward Jones - Financial Advisor: Brian D Weibel, CFP®
A high number of reviews indicates broad client experience and trust, helping consumers gauge service quality.
When choosing a financial advisor in Columbus, consider both credentials and client reviews, and ensure the advisor's fee structure aligns with your financial goals.
How to Choose a Financial Advisor in Columbus
What to look for
- • Certified Financial Planner (CFP) or other relevant financial certifications
- • Experience working with clients in the Columbus, OH area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current Columbus-based clients?
Red flags
- ⚠ Overly complex or opaque fee structures
- ⚠ Pressure to invest in specific products or services
- ⚠ Lack of transparency about conflicts of interest
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
4.9★
Avg rating
42
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Columbus's top-rated financial advisor with a perfect 5.0 stars from 310 reviews.
3600 Olentangy River Rd Bldg 501, Columbus, OH 43214, USAConsistently earns a perfect 5.0-star rating from over 60 Google reviews.
5003 Horizons Dr STE 200, Columbus, OH 43220, USARated 5.0 stars from 94 Google reviews, this Columbus financial advisor is highly trusted.
5940 Clyde Moore Dr, Groveport, OH 43125, USAFinancial Advisors Rankings in Columbus, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Peak Retirement Planning, Inc.3600 Olentangy River Rd Bldg 501, Columbus, OH 43214, USA | 5.0★ | 310 |
| #2 | Libertas Wealth Management Group5003 Horizons Dr STE 200, Columbus, OH 43220, USA | 5.0★ | 64 |
| #3 | rebel Financial5940 Clyde Moore Dr, Groveport, OH 43125, USA | 5.0★ | 94 |
| #4 | Royal Oak Financial Group5858 N High St, Worthington, OH 43085, USA | 4.9★ | 86 |
| #5 | Edward Jones - Financial Advisor: Brian D Weibel, CFP®448 W Nationwide Blvd STE 106, Columbus, OH 43215, USA | 5.0★ | 1 |
| #6 | Safe Harbor Wealth Advisors - Dublin6099 Frantz Rd, Dublin, OH 43017, USA | 5.0★ | 59 |
| #7 | Columbus Wealth Management6605 Longshore St Suite 240, #190, Dublin, OH 43017, USA | 5.0★ | 27 |
| #8 | Columbus Street Wealth Management565 Metro Pl S Ste 300, Dublin, OH 43017, USA | 5.0★ | 1 |
| #9 | Three Creeks Capital Management778 Northwest Blvd, Columbus, OH 43212, USA | 5.0★ | 50 |
| #10 | Ross Wealth Advisors1093 Fishinger Rd, Columbus, OH 43221, USA | 4.6★ | 34 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Columbus
Earning 4.9 stars from 86 reviews, this Columbus financial advisor is highly trusted.
5858 N High St, Worthington, OH 43085, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
448 W Nationwide Blvd STE 106, Columbus, OH 43215, USA
Earned a perfect 5.0-star rating from 59 Google reviews in Columbus.
6099 Frantz Rd, Dublin, OH 43017, USA
Rated 5.0 stars from 27 Google reviews in Columbus, OH.
6605 Longshore St Suite 240, #190, Dublin, OH 43017, USA
Rated 5.0 stars from one Google review, offering trusted financial guidance in Columbus.
565 Metro Pl S Ste 300, Dublin, OH 43017, USA
A trusted Columbus advisor with a perfect 5.0★ rating from 50 local reviews.
778 Northwest Blvd, Columbus, OH 43212, USA
A trusted Columbus financial advisor with a strong 4.6-star rating from 34 reviews.
1093 Fishinger Rd, Columbus, OH 43221, USA
5.0-star rating from 27 reviews, reflecting consistently exceptional client service.
5701 N High St #100, Worthington, OH 43085, USA
5.0-star rating from 15 Google reviews for Columbus financial advisor.
1177 W 3rd Ave, Columbus, OH 43212, USA
Consistently earns a perfect 5.0-star rating from 14 Google reviews.
2074 Arlington Ave, Columbus, OH 43221, USA
A solid 4.3-star rating based on 6 Google reviews.
1690 W Lane Ave Suite 280, Columbus, OH 43221, USA
Rated 5.0 stars from 4 reviews, this Columbus advisor earns exceptional client trust.
5025 Arlington Centre Blvd, Columbus, OH 43220, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
716 Mt Airyshire Blvd STE 200, Columbus, OH 43235, USA
Exceptional 5.0-star rating from 6 Google reviews in Columbus, OH.
1161 Bethel Rd #304, Columbus, OH 43220, USA
5.0-star rating from 3 Google reviews for a Columbus financial advisor.
1070 Polaris Pkwy Ste 130, Columbus, OH 43240, USA
New financial advisor in Columbus, Ohio, not yet rated by clients online.
4111 Worth Ave #510, Columbus, OH 43219, USA
Exceptional 5.0-star rating from a small number of Google reviews in Columbus, OH.
325 John H McConnell Blvd Suite 425, Columbus, OH 43215, USA
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Financial Advisors in Columbus, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Peak Retirement Planning, Inc. | 88/100 | 5.0 ★ | 310 |
| 2 | Libertas Wealth Management Group | 93/100 | 5.0 ★ | 64 |
| 3 | rebel Financial | 83/100 | 5.0 ★ | 94 |
| 4 | Royal Oak Financial Group | 81/100 | 4.9 ★ | 86 |
| 5 | Edward Jones - Financial Advisor: Brian D Weibel, CFP® | 62/100 | 5.0 ★ | 1 |
| 6 | Safe Harbor Wealth Advisors - Dublin | 81/100 | 5.0 ★ | 59 |
| 7 | Columbus Wealth Management | 76/100 | 5.0 ★ | 27 |
| 8 | Columbus Street Wealth Management | 62/100 | 5.0 ★ | 1 |
| 9 | Three Creeks Capital Management | 80/100 | 5.0 ★ | 50 |
| 10 | Ross Wealth Advisors | 71/100 | 4.6 ★ | 34 |
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 Columbus
What is a fiduciary financial advisor and why does it matter in Columbus?
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 Columbus, 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 Columbus?
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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