Verified · Kettering
Trusted Financial Advisors in Kettering, OH
Trust matters when you're inviting a pro into your home or business. These financial advisors in Kettering have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 9 financial advisors in Kettering, OH by verified customer ratings and review volume. The highest-rated is Golden Reserve with a 5.0-star rating from 26 verified reviews. Also in the top tier: Gallagher Pool Wealth Management and Lake Forest Financial Advisors. The average rating across all listed financial advisors in Kettering is 5 stars from 5 reviews per business on average.
Financial advisors in Kettering typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
9
Businesses listed
5★
Avg rating
5
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Golden Reserve
925 Congress Park Dr suite a, Dayton, OH 45459, USA
Gallagher Pool Wealth Management
6520 Centerville Business Pkwy, Centerville, OH 45459, USA
Lake Forest Financial Advisors
7625 Paragon Rd B, Centerville, OH 45459, USA
Financial Advisors Rankings in Kettering, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Golden Reserve925 Congress Park Dr suite a, Dayton, OH 45459, USA | 5.0★ | 26 |
| #2 | Gallagher Pool Wealth Management6520 Centerville Business Pkwy, Centerville, OH 45459, USA | 5.0★ | 5 |
| #3 | Lake Forest Financial Advisors7625 Paragon Rd B, Centerville, OH 45459, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Josh Taylor, AAMS®207 E Stroop Rd, Kettering, OH 45429, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Ron Solada580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Karn Singh580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA | 5.0★ | 1 |
| #7 | Secure Future Advisors4489 Far Hills Ave, Kettering, OH 45429, USA | 5.0★ | 1 |
| #8 | The Bayer Financial Group, LLC1948 E Whipp Rd, Kettering, OH 45440, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: YuhChen Yu580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kettering
Edward Jones - Financial Advisor: Josh Taylor, AAMS®
207 E Stroop Rd, Kettering, OH 45429, USA
Edward Jones - Financial Advisor: Ron Solada
580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA
Edward Jones - Financial Advisor: Karn Singh
580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA
Secure Future Advisors
4489 Far Hills Ave, Kettering, OH 45429, USA
The Bayer Financial Group, LLC
1948 E Whipp Rd, Kettering, OH 45440, USA
Edward Jones - Financial Advisor: YuhChen Yu
580 Lincoln Park Blvd Suite 133, Kettering, OH 45429, USA
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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 1, 2026.
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