Top Financial Advisors in Beavercreek, OH

56 fee-only15 CFP certifiedMedian fee: 1.31% on $500K

Top Advisors in Beavercreek

Median Advisor Fee

Beavercreek1.31%
National1.15%
14% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only41.8%
Includes Commission58.2%

Top Credentials

CFP15 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Beavercreek?

The median advisory fee in Beavercreek, OH is 1.31% of assets under management. This is 14% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Beavercreek?

There are 56 fee-only financial advisors in Beavercreek, OH, representing 41.8% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Beavercreek financial advisor?

The most common professional designation among Beavercreek advisors is the CFP (Certified Financial Planner), held by 15 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 134 Financial Advisors in Beavercreek, OH (2026) | TrueAdvisor