Devon BrooksI’m not the kind of guy who easily feels envious about other people’s money. But when I saw my friends build a lot of wealth through investments, I wondered if I was lagging behind somehow.
That pushed me to check on where all my money is. Apparently, I was letting my savings sit in checking accounts when there are smarter ways to go about them.
I knew all I needed was good advice to move forward. That’s why I made it my mission to hunt for financial advisors in Columbus who can make investing simple and doable. If you want to better manage your money, check out my shortlist.
How much do financial advisors charge in Columbus?
Financial advisors in Columbus typically charge between $150 and $400 per hour, depending on the complexity of your finances, asset size, financial management duration, and customization level.
1. Libertas Wealth Management Group
Address: 5003 Horizons Dr STE 200
Contact details:
- +1 614 543 1350
- [email protected]
Business hours:
- Mon-Thu: 9:00 am – 5:00 pm
- Fri: 9:00 am – 4:00 pm
- Sat-Sun: Closed
Libertas Wealth Management Group is known locally for their planning, portfolio management, and retirement advice. They don’t have the widest service range, but they focus on doing a few things well.
Their day-to-day approach shows just that—they’re very patient in understanding a client’s full financial picture and not just their investments. For us, this builds trust, as the team emphasizes long-term strategies over quick investment moves.
Based on feedback we’ve gathered, advice seekers appreciate the regular, friendly check-ins from the communicative and caring staff.
They even operate as a fee-only fiduciary, meaning they don’t earn product commissions and are legally required to act in your best interest. It’s easier for people to be comfortable following their advice this way.
The downside is that they require a minimum of $500,000 worth of investable assets beforehand. It’s higher than what some advisors would ask, so new investors may feel deterred from reaching out.
The team is patient, responsive, and always willing to walk us through
“We’ve worked with Adam and his team through two home purchases, two out-of-state moves, and countless random financial questions. The team is patient, responsive, and always willing to walk us through the complex world of finance. We truly appreciate the support and guidance we’ve received over the years and can’t recommend them enough.”
-Bruce Moore, Google Review
Extremely professional, patient, and gracious
“Adam and his team are extremely professional, patient, informed, gracious, and they go to great lengths to make you understand your investments. They have a great system and we have done excellent with them. We recommend them to everyone looking for help with their portfolio.”
-Andrew Lawhorn, Google Review
2. Three Creeks Capital Management
Address: 778 Northwest Blvd
Contact details:
- +1 614 486 4614
- [email protected]
Business hours:
- Mon-Fri: 8:00 am – 5:00 pm
- Sat-Sun: Closed
What makes Three Creeks Capital Management shine is their real-world expertise, which was built from the pension system experience of their founder and advisors.
We believe that kind of background gave them an edge with retirement and financial planning over other pros who’ve only studied finance. You’ll get your money’s worth just from their deep insights.
In fact, they’ve already helped many Ohio public employees—some clients we spoke to appreciated that their needs were prioritized and that the team didn’t upsell much either.
They’ll even explain the processes by using gentle yet firm words so people avoid mistakes, like choosing the wrong pension payments or misunderstanding tax impacts.
But, since the company specializes in the public pension niche, they’re not as well-known for other wealth services.
Managed my retirement funds with absolute professionalism
“Todd Gourno is the BEST! He has managed my retirement funds with absolute professionalism. I trust him so much I recommended him to my mother and a dear friend. He is trustworthy and cares about his clients financial success. Inaddition to his financial advice and management, he has taught me a great deal about the financial markets.”
-Dr. Jake, Google Review
Thorough and insightful while offering an excellent plan ofr the future
“As usual, Todd was thorough and insightful while offering an excellent plan for the future. His manner is engaging and he listens very well, which is very much appreciated. I strongly recommend the service that his company provides.”
-Vesta Daniel, Google Review
3. Ross Wealth Advisors
Address: 1093 Fishinger Rd
Contact details:
- +1 614 545 0277
- [email protected]
Business hours:
- Mon-Fri: 9:00 am – 5:00 pm
- Sat-Sun: Closed
Ross Wealth Advisors has been assisting people with financial planning for over 40 years, making them more experienced than other experts in Columbus.
This long track record has enabled them to deal with a lot of different cases. Tackling retirements may be their main service, but they also offer a good range of services, including income and estate planning.
It’s also nice that they convey these services well. A few raved to us about how informative the advisors are, though they’re not too technical-sounding.
Thanks to this clear communication, their plans felt highly personalized. So while the pricing was similar to other firms, this company made clients feel that their money was well spent here.
Still, their staff size is smaller than competitors. They might not have enough manpower when there’s a sudden increase in advice seekers or more complex demands.
Couldn’t be more pleased with how retirement is looking for us
“Don and his team with Ross Wealth Adv are tremendous to work with, certainly listen to your financial and future goals, and I couldn’t be more pleased with how retirement is looking for us.”
-Tina Crawford, Google Review
Knowledgeable and accessible staff
“My experience with Ross Wealth Advisors, has been one of professionalism, mutual respect and trust. Don took the time to get to know me and understand my financial goals, and prepared a strategy that makes sense to, and works for me. He and the RWA staff are knowledgeable, accessible, and make me proud to be a member of the RWA family.”
-Ms E, Google Review
4. Russell Sweeney Wealth Management
Address: 1177 W 3rd Ave
Contact details:
- +1 614 858 8221
- +1 800 654 0482
Business hours:
- Mon-Fri: 9:00 am – 5:00 pm
- Sat-Sun: Closed
At their core, Russell Sweeney Wealth Management has been about relationship-based planning, rather than cookie-cutter investment packages.
That mindset shows in how their advisors work closely with various individuals, like professionals, business owners, and families. We believe this is why the company has high client retention.
In practice, a patron praised them for being considerate in giving good financial advice. She became more organized with money, so the value of the fees felt reasonable. Their suggestions can even be adjusted to almost every stage of life.
On top of tailored guidance, these pros were relatively easy to reach and communicated clearly whenever decisions needed attention.
The only thing we’re iffy about is that while the team is strong in most wealth planning services, they don’t lead in targeted niches. People looking for specialized retirement income strategies or investment products might not find exactly what they need here.
The level of service and attention to my needs exceeded expectations
“Brian and his team have been managing my portfolio for about 6 years now and the level of service and attention to my needs/financial goals have always been met or exceeded expectations. Brian does a great job of understanding financial goals and helping you come up with a strategy/roadmap to achieve them. Brian and his team have helped me reach some short term personal financial goals of mine, while also helping me set up my long term planning/retirement. I am looking forward to continuing to work with Brian for many years to come.”
-EJ Coleman, Google Review
Extremely quick responses
“I had A wonderful experience, my phone calls and emails have extremely quick responses , and they answered all my questions that I had. Brian is wonderful to work with and highly recommend this company to anyone!”
-Bari Task, Google Review
5. Peak Retirement Planning, Inc.
Address: 3600 Olentangy River Rd, Bldg 501
Contact details:
- +1 614 500 4121
- [email protected]
Business hours:
- Mon-Fri: 8:00 am – 5:00 pm
- Sat-Sun: Closed
For many people at a later stage of their life, Peak Retirement Planning has been one of the go-tos for them in the city. They’re popular for their highly specialized services, which have built the company a steady reputation among pre-retirees.
The way we see it, their highly focused plans are especially effective for these advice seekers. This has led to most of their new clients coming through referrals, suggesting strong satisfaction among those they’ve managed before.
For instance, a previous investor described his advisor to us as quite reassuring. The fact that he felt confident after their discussions made the service highly valuable for him.
Naturally, these specialists target older folks who are in or near retirement. So, it’s noticeable that they charge more than the typical wealth management company, not for young investors.
Very professional, clear in their communication, and caring
“We are so pleased with the knowledge, help, and assistance from everyone at Peak Retirement. They are very professional and clear in their communication, and they care about their clients. Choosing to work with Peak is one of the best decisions we have made for our future.”
-Jill Pina, Google Review
Outstanding, professional, knowledgeable, and trustworthy
“We can’t say enough about Peak Retirement Planning…. They are Outstanding!! Professional, knowledgeable, and trustworthy. We are at the beginning of our retirements and they make us feels like we are talking with friends/family. Cam and Cole make it personal and took the time to understand our goals. Highly recommend!”
-Amy Kuehnl, Google Review
