Top financial advisors in Springboro, OH
We’ve curated a list of the best financial advisors in Springboro, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$162,113,178
Number of advisors
4 advisors
| $162,113,178 | 4 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 Springboro, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springboro. 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.
Kiplinger Wealth Advisors
Kiplinger Wealth Advisors, established in September 1998 and registered with the U.S. Securities and Exchange Commission in January 2024, offers comprehensive financial planning and asset management services. The firm's Managing Member and Chief Compliance Officer is Brad Kiplinger. Financial planning services cover various topics such as tax analysis, retirement planning, and investment analysis. Asset management services are provided on a discretionary basis, with a minimum account size of $25,000. The firm uses Schwab and Altruist as custodians and brokers, with Schwab providing institutional brokerage services and Altruist offering digital account opening and investment solutions. Kiplinger Wealth Advisors charges financial planning consultation fees ranging from $300 to $10,000 and asset management fees ranging from 0.70% to 2.00%, with fees billed monthly in advance. The firm does not charge performance-based fees or engage in side-by-side management. Clients have the option of discretionary or non-discretionary investment management. The firm's investment strategies include strategic and tactical asset allocation portfolios, with a focus on long-term investment objectives. Kiplinger Wealth Advisors does not vote proxy votes for clients and does not have any disciplinary information or financial commitments that impair its ability to serve clients.
$162,113,178 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
SOLICITOR/REFERRAL FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersEducational 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 Springboro, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springboro. 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.