Top Picks · Kettering
Best Financial Advisors in Kettering, OH
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As of June 2026, RatingsNearMe ranks 9 financial advisors in Kettering, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness.
Financial advisors in Kettering typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Kettering, OH is home to a variety of financial advisors who can assist individuals and families with investment planning, retirement strategies, and other financial services. When searching for a local financial advisor, consumers should consider factors such as qualifications, services offered, and client reviews.
- ✓Kettering has a range of financial advisory firms, from national companies to local boutiques
- ✓Financial advisors in Kettering can help with investment management, retirement planning, and other wealth management services
- ✓Consumers should research an advisor's credentials, services, and client feedback when selecting a financial professional
Best Overall
Secure Future Advisors
Secure Future Advisors stands out as the top-ranked firm due to its comprehensive financial planning services and strong local reputation in Kettering.
Most Reviewed
Edward Jones - Financial Advisor: Karn Singh
A high number of reviews reflects broad client experience and can help you gauge the advisor's consistency and service quality.
When choosing a financial advisor in Kettering, consider scheduling initial consultations with multiple firms to compare their approach, fees, and whether they align with your specific financial goals.
How to Choose a Financial Advisor in Kettering
What to look for
- • Certified Financial Planner (CFP) or other relevant professional certification
- • Experience working with clients in the Kettering, OH area
- • Fiduciary duty to act in your best interest
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate investment strategy for my financial goals and risk tolerance?
- • Can you provide references from other Kettering, OH clients?
Red flags
- ⚠ Pressure to make quick decisions or invest in complex products you don't understand
- ⚠ Lack of transparency about fees and compensation
- ⚠ Unwillingness to provide detailed information about their qualifications and experience
In Ohio, financial advisors must be registered with the Ohio Division of Securities and hold the appropriate licenses, such as a Series 65 or 66 license. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
9
Businesses listed
5★
Avg rating
5
Avg reviews
Jun 9, 2026
Last updated
Financial Advisors Rankings in Kettering, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Lake Forest Financial Advisors7625 Paragon Rd B, Centerville, OH 45459, USA | 5.0★ | 2 |
| #2 | Edward Jones - Financial Advisor: Karn Singh580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: YuhChen Yu580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA | 5.0★ | 3 |
| #4 | Gallagher Pool Wealth Management6520 Centerville Business Pkwy, Centerville, OH 45459, USA | 5.0★ | 5 |
| #5 | Edward Jones - Financial Advisor: Ron Solada580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA | 5.0★ | 2 |
| #6 | Secure Future Advisors4489 Far Hills Ave, Kettering, OH 45429, USA | 5.0★ | 1 |
| #7 | The Bayer Financial Group, LLC1948 E Whipp Rd, Kettering, OH 45440, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Josh Taylor, AAMS®207 E Stroop Rd, Kettering, OH 45429, USA | — | — |
| #9 | Golden Reserve925 Congress Park Dr suite a, Dayton, OH 45459, USA | 5.0★ | 26 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kettering
7625 Paragon Rd B, Centerville, OH 45459, USA
580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA
580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA
6520 Centerville Business Pkwy, Centerville, OH 45459, USA
580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA
207 E Stroop Rd, Kettering, OH 45429, USA
925 Congress Park Dr suite a, Dayton, OH 45459, USA
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Financial Advisors in Kettering, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Lake Forest Financial Advisors | 76/100 | 5.0 ★ | 2 |
| 2 | Edward Jones - Financial Advisor: Karn Singh | 65/100 | 5.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: YuhChen Yu | 69/100 | 5.0 ★ | 3 |
| 4 | Gallagher Pool Wealth Management | 80/100 | 5.0 ★ | 5 |
| 5 | Edward Jones - Financial Advisor: Ron Solada | 68/100 | 5.0 ★ | 2 |
| 6 | Secure Future Advisors | 62/100 | 5.0 ★ | 1 |
| 7 | The Bayer Financial Group, LLC | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Josh Taylor, AAMS® | 7/100 | — | 0 |
| 9 | Golden Reserve | 88/100 | 5.0 ★ | 26 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Kettering
What is a fiduciary financial advisor and why does it matter in Kettering?
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 Kettering, 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 Kettering?
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 9, 2026.
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