Fee and commission financial planners (also referred to as fee-based) are generally compensated through a combination of fees and commissions. Some firms in this section might offer fee-only planning to individual clients and another form of planning to corporate clients. Firms are ranked by regulatory assets under management by Central Ohio offices. Firms that do financial planning but do not manage client assets or function differently from the major categories listed are not included. Note that some banks may provide financial planning services for their clients, but may calculate assets under management differently and are not included in this list. Information on The List was supplied by individual firms through questionnaires and could not be independently verified by Columbus Business First. Only those that responded to our inquiries were listed. Numbers larger than 1 million are automatically rounded; however, rankings are based on unrounded numbers. In case of ties, firms are listed alphabetically.
