Best Financial Advisors in SPRINGBORO, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$202M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in SPRINGBORO
#1
100
KIPLINGER WEALTH ADVISORS
SPRINGBORO, OH · Since 2024
$262M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100
FINANCIAL COUNSELING, INC.
SPRINGBORO, OH · Since 2019
$100M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
INVEST CAPITAL PARTNERS
SPRINGBORO, OH · Since 2017
$272M AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
95
MCCARTHY WEALTH & TAX ADVISORS
SPRINGBORO, OH · Since 2024
$202M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
95
AXIM PLANNING & WEALTH
SPRINGBORO, OH · Since 2022
$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SPRINGBORO?
The median advisory fee in SPRINGBORO, OH is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.