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Best Financial Advisors in Fairfield, OH
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As of May 2026, RatingsNearMe ranks 17 financial advisors in Fairfield, OH by verified customer ratings and review volume. The highest-rated is Royal Oak Financial Group with a 5.0-star rating from 101 verified reviews. Also in the top tier: Dumford Management Group and Liberty Financial Group. The average rating across all listed financial advisors in Fairfield is 5 stars from 13 reviews per business on average.
Financial advisors in Fairfield typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Royal Oak Financial Group
123 S Broad St #225, Lancaster, OH 43130, USA
Dumford Management Group
2808 Mack Rd, Fairfield, OH 45014, USA
Liberty Financial Group
3174 Mack Rd # 8, Fairfield, OH 45014, USA
Financial Advisors Rankings in Fairfield, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Royal Oak Financial Group123 S Broad St #225, Lancaster, OH 43130, USA | 5.0★ | 101 |
| #2 | Dumford Management Group2808 Mack Rd, Fairfield, OH 45014, USA | 5.0★ | 9 |
| #3 | Liberty Financial Group3174 Mack Rd # 8, Fairfield, OH 45014, USA | 5.0★ | 8 |
| #4 | Scoape Financial Group7100 Dixie Hwy Suite 122, Fairfield, OH 45014, USA | 5.0★ | 1 |
| #5 | FinancialFamilies2828 Carroll-Southern Rd NW, Carroll, OH 43112, USA | 5.0★ | 1 |
| #6 | Jeff Flamm - Financial Advisor, Ameriprise Financial Services, LLC3174 Mack Rd Ste 2, Fairfield, OH 45014, USA | — | — |
| #7 | Fairfield Financial Solutions2700 Kull Rd, Lancaster, OH 43130, USA | — | — |
| #8 | Tim Walsh - Financial Advisor, Ameriprise Financial Services, LLC3174 Mack Rd Ste 2, Fairfield, OH 45014, USA | 5.0★ | 4 |
| #9 | Rik Saylor Financial1241 Nilles Rd, Fairfield, OH 45014, USA | 5.0★ | 1 |
| #10 | Kevin Webb, Certified Financial Planner(TM)125 Boggs Ln, Cincinnati, OH 45246, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Fairfield
Scoape Financial Group
7100 Dixie Hwy Suite 122, Fairfield, OH 45014, USA
FinancialFamilies
2828 Carroll-Southern Rd NW, Carroll, OH 43112, USA
Jeff Flamm - Financial Advisor, Ameriprise Financial Services, LLC
3174 Mack Rd Ste 2, Fairfield, OH 45014, USA
Tim Walsh - Financial Advisor, Ameriprise Financial Services, LLC
3174 Mack Rd Ste 2, Fairfield, OH 45014, USA
Rik Saylor Financial
1241 Nilles Rd, Fairfield, OH 45014, USA
Kevin Webb, Certified Financial Planner(TM)
125 Boggs Ln, Cincinnati, OH 45246, USA
Beyond Wealth Advisors - Ameriprise Financial Services, LLC
3174 Mack Rd Ste 2, Fairfield, OH 45014, USA
Patton Financial Group
2808 Mack Rd, Fairfield, OH 45014, USA
Kevin Smith - Financial Advisor, Ameriprise Financial Services, LLC
3174 Mack Rd Ste 2, Fairfield, OH 45014, USA
Edward Jones - Financial Advisor: Chad D Clemons
1251 Nilles Rd Unit 21, Fairfield, OH 45014, USA
Ralot Financial
1115 Hicks Blvd # 6, Fairfield, OH 45014, USA
Petra Wealth Partners - Ameriprise Financial Services, LLC
1251 Nilles Rd Ste 1, Fairfield, OH 45014, USA
Theo Pericleous - Private Wealth Advisor, Ameriprise Financial Services, LLC
1251 Nilles Rd Ste 1, Fairfield, OH 45014, USA
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Frequently Asked Questions — Financial Advisors in Fairfield
What is a fiduciary financial advisor and why does it matter in Fairfield?
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 Fairfield, 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 Fairfield?
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: May 17, 2026.
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