KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Name: KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
Address: 2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH 43221, upper arlington, OH, US
Telephone: (614) 222-4888
Price range: $0.5–$2 % of assets/year

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

📍 2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH 43221

📞 (614) 222-••••

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📍 2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH 43221

About KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP is a financial advisor located in Upper Arlington, Ohio. As a local financial advisor, they serve Upper Arlington and surrounding communities in Ohio. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Upper Arlington 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 Upper Arlington

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Upper Arlington may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Upper Arlington

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Upper Arlington?

Financial Advisors in Upper Arlington 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 Upper Arlington?

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 Upper Arlington to choose from.

Does KOVALCIK & GERAGHTY WEALTH PARTNERS LLP offer free quotes?

Contact KOVALCIK & GERAGHTY WEALTH PARTNERS LLP directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Upper Arlington

TCP ASSET MANAGEMENT, LLC

5000 HORIZONS DRIVE, UPPER ARLINGTON, OH 43220