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Asset Allocation Associates, Inc.

Financial Advisor serving Celina, Ohio · 1 of 2 financial advisors in the area

📍 720, East Wayne Street, Celina, OH, 45822
📞 +1-419-586-••••
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📍 720, East Wayne Street, Celina, OH, 45822

About Asset Allocation Associates, Inc.

Asset Allocation Associates, Inc. is a financial advisor located in Celina, Ohio. As a local financial advisor, they serve Celina and surrounding communities in Ohio. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Celina should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Ohio securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Celina

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Celina may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Celina

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Celina?
Financial Advisors in Celina typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Celina?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Celina to choose from.
Does Asset Allocation Associates, Inc. offer free quotes?
Contact Asset Allocation Associates, Inc. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Celina

Edward Jones

Celina, OH, 45822