Find a financial advisor in Akron, OH

Find financial advisors in Akron, OH

Find financial advisors in Akron, OH

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Find financial advisors in Akron, OH

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Akron, OH

Clients agree: these Akron financial advisors are highly rated for knowledge, experience, communication, and more.
Cleveland Tax Professionals

Cleveland Tax Professionals

5.0Exceptional(5)
Offers online services
7 hires on Thervo
29+ years in business
Serves Akron, OH
Joyce G. says, "Very honest and very accurate And work in a timely manner I will definitely return to get my taxes done Thank you Cleveland Tax professionals" Read more
The Tax Professionals, Inc.

The Tax Professionals, Inc.

5.0(1)
Offers online services
7 hires on Thervo
6+ years in business
Serves Akron, OH
Emily B. says, "She not only took care of my 2019 taxes, but she also restructured my LLC for 2020, gave me advice on how to do my finances, and set me up in QuickBooks. She's my bookkeeper now, and I've never felt so comfortable with my business finances!" Read more
Integrity Accounting Service, Inc.

Integrity Accounting Service, Inc.

5.0Exceptional(5)
Offers online services
33+ years in business
Serves Akron, OH
Henry P. says, "I love their Consistency, family friendly with a touch of courtesy and professionalism... I also like how everything is on file every so they just plugged in numbers and they do not charge to try every which way to get you the best for you for your return." Read more
JBM Tax, LLC

JBM Tax, LLC

New on Thervo
Offers online services
14+ years in business
Serves Akron, OH
Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. We believe our high standards, service, and specialized staff make a difference and are dedicated to ensuring every client receives personal attention. We also know how important it is to stay informed about new developments in tax law and other related topics. As such, we continually educate ourselves through professional organizations to improve our technical expertise and financial knowledge, as well as how to serve our clients better using state-of-the-art technologies.
Fleck Financial

Fleck Financial

New on Thervo
Offers online services
19+ years in business
Serves Akron, OH
We provide finanical planning for physicians, professionals, business owners, executives, and retirees. We can help you with retirement planning, college savings, or estate planning by providing you with the best personalized attention to meet your goals, needs, and objectives.
LJ Cline & Associates

LJ Cline & Associates

New on Thervo
Offers online services
Serves Akron, OH
A personal detailed service for all types of business that would include accounting, payroll, tax and IRS representation
The Financial Concept Group, LLC

The Financial Concept Group, LLC

New on Thervo
26+ years in business
Serves Akron, OH
At The Financial Concept Group, LLC, we believe that a strong financial strategy is a powerful tool. Reaching your financial goals hinges on having the right strategy -- one that fits your unique circumstances and grows with you. Organizing your finances can be a daunting task, that's where The Financial Concept Group, LLC comes in. We're trained, licensed professionals, and we can draw on years of investment experience to help you with your financial situation. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you. We offer a wide range of financial products and servic...
BrokawPartners, Inc

BrokawPartners, Inc

New on Thervo
8+ years in business
Serves Akron, OH
50 years experience in financial services & Insurance. Top rated companies. Retirement planning, Medicare Specialist with access to CPA’s and Attorneys. complete Insurance reviews with Muliple carriers. Local. Service Summit, Portage, Cuyahoga, Medina counties in Northeast Ohio. visit: Www.BrokawPartners.com Being and Independant broker allows us to shop the highly rated companies for value and benefits. We enjoy the customer service approach and we enjoy the opportunity to be a local resource and Insurance/Financial service advocat....

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Akron financial advisors

Recent success stories from people in the Akron area.
Dallas R.
Very simple to get started and they are quick and efficient in getting things moving. Would recommend to anyone to help save time and headache.
Cleveland Tax Professionals
Jessica C.
Great customer service, fair pricing, and knowledgeable team of tax preparers with an extensive background. Integrity helped with both my personal and business taxes. Quick to respond, handled my taxes both in person and electronically. I strongly recommend Mr. Hill and his team and will continue to use their services in the future.
Integrity Accounting Service, Inc.
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