Verified · Hamilton
Trusted Financial Advisors in Hamilton, OH
Trust matters when you're inviting a pro into your home or business. These financial advisors in Hamilton have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 12 financial advisors in Hamilton, OH by verified customer ratings and review volume. The highest-rated is Strategic Wealth Designers with a 4.6-star rating from 36 verified reviews. Also in the top tier: Cornerstone Retirement Advisors, Inc. - Raymond James and Edward Jones - Financial Advisor: Gage Hemmelgarn, CFP®|CEPA®. The average rating across all listed financial advisors in Hamilton is 4.5 stars from 9 reviews per business on average.
Financial advisors in Hamilton 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
12
Businesses listed
4.5★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Strategic Wealth Designers
5181 Natorp Blvd # 100, Mason, OH 45040, USA
Cornerstone Retirement Advisors, Inc. - Raymond James
1139 Fehl Ln, Cincinnati, OH 45230, USA
Edward Jones - Financial Advisor: Gage Hemmelgarn, CFP®|CEPA®
4934 Wunnenberg Way Suite A, West Chester Township, OH 45069, USA
Financial Advisors Rankings in Hamilton, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Strategic Wealth Designers5181 Natorp Blvd # 100, Mason, OH 45040, USA | 4.6★ | 36 |
| #2 | Cornerstone Retirement Advisors, Inc. - Raymond James1139 Fehl Ln, Cincinnati, OH 45230, USA | 4.7★ | 15 |
| #3 | Edward Jones - Financial Advisor: Gage Hemmelgarn, CFP®|CEPA®4934 Wunnenberg Way Suite A, West Chester Township, OH 45069, USA | 5.0★ | 5 |
| #4 | Golden Reserve1502 University Blvd, Hamilton, OH 45011, USA | 5.0★ | 2 |
| #5 | Waverly Advisors223 Ross Ave, Hamilton, OH 45013, USA | — | — |
| #6 | Kurtz & Associates29 S F St, Hamilton, OH 45013, USA | 3.0★ | 2 |
| #7 | Patrick Financial1502 University Blvd, Hamilton, OH 45011, USA | — | — |
| #8 | Wealth Management Associate - U.S. Bancorp Investments: Helen Flenner150 High St, Hamilton, OH 45011, USA | — | — |
| #9 | National Retirement Consultants223 Ross Ave, Hamilton, OH 45013, USA | 5.0★ | 1 |
| #10 | K&A Wealth Advisors7924 Jessies Wy A, Hamilton, OH 45011, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Hamilton
Golden Reserve
1502 University Blvd, Hamilton, OH 45011, USA
Waverly Advisors
223 Ross Ave, Hamilton, OH 45013, USA
Kurtz & Associates
29 S F St, Hamilton, OH 45013, USA
Patrick Financial
1502 University Blvd, Hamilton, OH 45011, USA
Wealth Management Associate - U.S. Bancorp Investments: Helen Flenner
150 High St, Hamilton, OH 45011, USA
National Retirement Consultants
223 Ross Ave, Hamilton, OH 45013, USA
K&A Wealth Advisors
7924 Jessies Wy A, Hamilton, OH 45011, USA
Edward Jones - Financial Advisor: Justin Barrett
1505 Millville Ave, Hamilton, OH 45013, USA
Edward Jones - Financial Advisor: Melinda M Hannah, CFP®
2201 NW Washington Blvd B, Hamilton, OH 45013, USA
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Frequently Asked Questions — Financial Advisors in Hamilton
What is a fiduciary financial advisor and why does it matter in Hamilton?
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 Hamilton, 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 Hamilton?
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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