Top Financial Advisors in Centerville, OH

85 fee-only18 CFP certifiedMedian fee: 1.40% on $500K

Top Advisors in Centerville

Median Advisor Fee

Centerville1.40%
National1.15%
22% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only57%
Includes Commission43.0%

Top Credentials

CFP18 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Centerville?

The median advisory fee in Centerville, OH is 1.40% of assets under management. This is 22% 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 Centerville?

There are 85 fee-only financial advisors in Centerville, OH, representing 57% 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 Centerville financial advisor?

The most common professional designation among Centerville advisors is the CFP (Certified Financial Planner), held by 18 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 149 Financial Advisors in Centerville, OH (2026) | TrueAdvisor