Top financial advisors in Mason, OH
We've curated a list of the best financial advisors in Mason, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $244,436,115 Number of advisors 7 advisors | |||
| 2 | Assets under management $114,848,449 Number of advisors 7 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.
Get matched with an advisorMethodology
To find the top financial advisors in Mason, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Generations Wealth, LLC
Generations Wealth, LLC is an investment advisory firm established in 2006, offering investment, income tax, financial planning, and family office services. The firm is led by Pamela Clark, the principal owner, who is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. Generations Wealth manages assets totaling $269,969,885 on a discretionary basis. The firm provides Investment Plans tailored to clients' financial circumstances and risk tolerance, with services including portfolio management, performance reporting, and account administrative services. Investment strategies are based on passive, index-oriented approaches, with a focus on market efficiency and risk-return relationships. Generations Wealth operates as a fee-only firm, with fees calculated as a percentage of assets under management (AUM) or assets under advisement (AUA). The firm may charge a one-time setup fee and a minimum annual fee for certain service levels. Clients have the option to retain Generations Wealth on an ongoing basis for services such as Investment Plan implementation and financial planning. The firm does not engage in performance-based fees or side-by-side management. Generations Wealth primarily serves high net worth individuals, families, trusts, and institutional clients. Clients have the discretion to direct brokerage services, and the firm recommends establishing accounts with Charles Schwab & Co., Inc. as a qualified custodian. Generations Wealth does not vote proxies for client securities and does not have any disciplinary events to report. The firm's investment discretion is managed by Pamela Clark, with oversight provided by the Chief Compliance Officer.
$244,436,115 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Tax Planning And Compliance; Investment Consulting; Personal Cfo
365 Wealth Management Group
Axecap Investments LLC, operating as 365 Wealth Management Group, is a registered investment adviser based in Mason, Ohio, established in 2021. The firm offers asset management services to individuals, high net worth individuals, pensions, and profit sharing plans, acting as a fiduciary. Services include financial planning, retirement account management, and a Turnkey Asset Management Platform. There are no minimum account requirements. Fees are based on a percentage of assets under management, with a tiered fee schedule. The firm may charge performance-based fees for qualified clients. Investment strategies include equity and fixed income investments, with a focus on fundamental, technical, and quantitative analysis. Clients have the option to direct brokerage business. The firm does not take custody of client funds and securities. Clients receive quarterly account statements and have the option to review accounts annually or upon request. The firm does not vote proxies on behalf of clients. Axecap Investments LLC has not been involved in any legal, disciplinary, or bankruptcy proceedings.
$114,848,449 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Mason, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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