Top financial advisors in Ashland, OH
We’ve curated a list of the best financial advisors in Ashland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$153,181,210
Number of advisors
5 advisors
| $153,181,210 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ashland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ashland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Livelsberger Financial Advisory
Livelsberger Financial Advisory is an established registered investment adviser with 40 years of experience in the financial services industry. The firm specializes in providing comprehensive financial planning services for individuals, families, and small businesses, including retirement planning, estate planning, college planning, risk management, and tax planning. Livelsberger Financial Advisory manages client assets on a discretionary basis, providing education and guidance to clients in making investment decisions. As of December 31, 2024, the firm manages a total of $160,941,461 in advisory assets. The firm charges fees based on a percentage of assets under management, starting at up to 2% in the first year and lowering to 1% thereafter. Additional financial planning and consulting services are billed at a flat rate of $75.00 per hour. Livelsberger Financial Advisory may recommend insurance products and receive commissions from insurance companies, always prioritizing the client's best interest. The firm does not charge performance-based fees and does not impose account minimums. Clients have the option to be billed directly for fees or authorize fee deductions from their accounts. The firm uses Charles Schwab & Co., Inc. as a custodian and does not accept soft dollar benefits. Livelsberger Financial Advisory does not provide compensation for client referrals and does not vote for proxies on behalf of clients. Clients are encouraged to review account statements provided by the custodian and are responsible for notifying the firm of any changes in their financial situation or investment objectives.
$153,181,210 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ashland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ashland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.