Top financial advisors in Oakwood, OH
We’ve curated a list of the best financial advisors in Oakwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$202,550,556
Number of advisors
7 advisors
| $202,550,556 | 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.
Methodology
To generate our top financial advisors list in Oakwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oakwood. 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.
Artifex Financial Group, LLC
Artifex Financial Group, LLC is a fee-only financial planning and investment management firm established in January 2007. The firm specializes in providing personalized wealth management services, investment management services, 401(k) retirement consulting services, and project-based services. AFG does not sell annuities, insurance, stocks, bonds, mutual funds, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities, and it does not accept commissions or finder’s fees. AFG acts as a fiduciary, putting clients' best interests first. For Personal Wealth Management Services, fees are based on a client's net worth, with a minimum annual fee of $5,000. Investment Management Services fees are charged as a percentage of assets under management. AFG also offers 401(k) Retirement Consulting Services, Fiduciary Services, Non-Fiduciary Services, Project-Based Services, Consulting Services, Tax Preparation Services, Wealth Club Network Services, and a Private Direct Investments Program. Clients have the opportunity to place reasonable restrictions on the types of investments made on their behalf. AFG primarily invests in no-load or low-load mutual funds, exchange-traded funds, individual equity, and fixed-income securities. The firm manages approximately $282,024,000 in assets as of December 31, 2024. AFG has not had any reportable disciplinary history and does not accept referral fees. The firm maintains an information security program to protect clients' personal and confidential information.
$202,550,556 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesTax Preparation
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 Oakwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oakwood. 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.
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