# Financial advisors for executives in Ohio > For executives in Ohio, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Theodore Winders of Yarger Wealth Strategies and Peter Franz of Journey Wealth. Page: https://find.wellspent.co/audiences/executives/ohio/ 112 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Ohio? For executives in Ohio, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Theodore Winders of Yarger Wealth Strategies and Peter Franz of Journey Wealth. - [Rick Spillane](https://find.wellspent.co/advisors/rick-spillane/), Spillane Financial Planning, Inc., Lebanon. Holds the CPA and CFP. Fees on file: hourly, percentage of assets. - [Theodore Winders](https://find.wellspent.co/advisors/theodore-winders/), Yarger Wealth Strategies, Westerville. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Peter Franz](https://find.wellspent.co/advisors/peter-franz/), Journey Wealth, Cleveland. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [David Demming](https://find.wellspent.co/advisors/david-demming/), Demming Financial Services, Auroara. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady/), Michael Brady & Co., LLC, Westlake. Holds the CFP. Fees on file: percentage of assets. - [Eric Ross](https://find.wellspent.co/advisors/eric-ross/), F2 Wealth, Cincinnati. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Ohio work with executives? The Wellspent public graph lists 112 fee-only advisors for executives in Ohio, at 31 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Ohio located? Of the 112 fee-only advisors for executives in Ohio, 17 are in Cincinnati, followed by 16 in Columbus and 16 in Cleveland. ## How do fee-only advisors for executives in Ohio charge? The most common fee among fee-only advisors for executives in Ohio is a percentage of assets, used by 99% of the 112 with fees on file. Many use more than one: 75% charge fixed fees and 67% charge by the hour. ## How much do fee-only financial advisors charge in Ohio? Fee-only financial advisors in Ohio charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 19 Ohio firms. ## How much does a one-time financial plan cost in Ohio? A one-time financial plan from a fee-only firm in Ohio has a median price of $1,500. We found this across the published prices of 15 Ohio firms. ## What credentials should a financial advisor for executives have? For executives, look for the CPA, CFA and CFP. In Ohio, 46% of the 112 advisors listed hold the CFP. - CPA (1% of advisors listed): CPAs help with deferred compensation tax. - CFA (5% of advisors listed): The CFA helps with concentrated stock. - CFP (46% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Ohio advisors for executives compare with the rest of the US? 67% of fee-only advisors for executives in Ohio charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Ohio tax income on top of federal tax? Yes. Ohio has a state income tax, so a financial plan for a Ohio resident should project it alongside federal tax. ## Is there a local income tax in Ohio? Yes. In Ohio, many cities add a local income tax. ## What happens to stock pay if you move to or from Ohio? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Ohio can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Ohio? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Ohio? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer | | [Adam Koos](https://find.wellspent.co/advisors/adam-koos.md) | Libertas Wealth Management Group Inc | Columbus, Ohio | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer | | [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets | | [John Bovard](https://find.wellspent.co/advisors/john-bovard.md) | Incline Wealth Advisors | Cleves, Ohio | CFP | Percentage of assets, Fixed fees | | [Matt Garasic](https://find.wellspent.co/advisors/matt-garasic.md) | Unrivaled Wealth Management | Salem, Ohio | CFP | Percentage of assets | | [Rick Spillane](https://find.wellspent.co/advisors/rick-spillane.md) | Spillane Financial Planning, Inc. | Lebanon, Ohio | CFP, CPA | Hourly, Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Brian Jaros](https://find.wellspent.co/advisors/brian-jaros.md) | Ville Wealth Management | Avon Lake, Ohio | CFP | Percentage of assets | | [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Stacia Bearden](https://find.wellspent.co/advisors/stacia-bearden.md) | Wurz Financial Services | Holland, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Loftus](https://find.wellspent.co/advisors/eric-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Smith](https://find.wellspent.co/advisors/erik-smith.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Feather](https://find.wellspent.co/advisors/robert-feather.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Thomas Cooney](https://find.wellspent.co/advisors/thomas-cooney.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Curti](https://find.wellspent.co/advisors/thomas-curti.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Schiller](https://find.wellspent.co/advisors/thomas-schiller.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail Rose](https://find.wellspent.co/advisors/abigail-rose.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Smetzer](https://find.wellspent.co/advisors/adam-smetzer.md) | Sky Vision Wealth | Columbus, Ohio | CFP | Percentage of assets | | [Andrew Keeler](https://find.wellspent.co/advisors/andrew-keeler.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Costin](https://find.wellspent.co/advisors/bryan-costin.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Douglas Ambrose](https://find.wellspent.co/advisors/douglas-ambrose.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Jacob Martin](https://find.wellspent.co/advisors/jacob-martin.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jessica Hultberg](https://find.wellspent.co/advisors/jessica-hultberg.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Joy Schlie](https://find.wellspent.co/advisors/joy-schlie.md) | Harvest Financial Advisors | West Chester, Ohio | CFP | Percentage of assets, Hourly | | [Justin Neuwirt](https://find.wellspent.co/advisors/justin-neuwirt.md) | Neu Wealth Group | New Albany, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin McPeek](https://find.wellspent.co/advisors/kevin-mcpeek.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Lauren Maclaren](https://find.wellspent.co/advisors/lauren-maclaren.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Marc Henn](https://find.wellspent.co/advisors/marc-henn.md) | Harvest Financial Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Mark Beaver](https://find.wellspent.co/advisors/mark-beaver.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Baker](https://find.wellspent.co/advisors/michael-baker.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Michael Klubnik](https://find.wellspent.co/advisors/michael-klubnik.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Purtill](https://find.wellspent.co/advisors/michael-purtill.md) | Purtill Financial | Cleveland Heights, Ohio | CFP | Percentage of assets, Hourly, Flat fee or retainer | | [Monica Dwyer](https://find.wellspent.co/advisors/monica-dwyer.md) | Harvest Financial Advisors | West Chester, Ohio | CFP | Percentage of assets, Hourly | | [Peter Franz](https://find.wellspent.co/advisors/peter-franz.md) | Journey Wealth | Cleveland, Ohio | CFP, CFA | Percentage of assets, Fixed fees | | [Timothy Burkett](https://find.wellspent.co/advisors/timothy-burkett.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Ronald Bates](https://find.wellspent.co/advisors/ronald-bates.md) | St. Clair Advisors | Mayfield Heights, Ohio | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Travis Wurz](https://find.wellspent.co/advisors/travis-wurz.md) | Wurz Financial Services | Holland, Ohio | | Percentage of assets, Hourly, Subscription, Fixed fees | | [Carly Purtill](https://find.wellspent.co/advisors/carly-purtill.md) | Purtill Financial | Willoughby, Ohio | PFS | Percentage of assets, Hourly, Flat fee or retainer | | [David Demming](https://find.wellspent.co/advisors/david-demming.md) | Demming Financial Services | Auroara, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [David Demming](https://find.wellspent.co/advisors/david-demming-854343.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [David Olson](https://find.wellspent.co/advisors/david-olson.md) | Journey Wealth | Cleveland, Ohio | ChFC | Percentage of assets, Fixed fees | | [Jacob Smail](https://find.wellspent.co/advisors/jacob-smail.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [Kevin Coholan](https://find.wellspent.co/advisors/kevin-coholan.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [Theodore Winders](https://find.wellspent.co/advisors/theodore-winders.md) | Yarger Wealth Strategies | Westerville, Ohio | CFP, CFA | Percentage of assets, Fixed fees | | [Brent Casto](https://find.wellspent.co/advisors/brent-casto.md) | AdviceOne | Medina, Ohio | CFP | Percentage of assets, Fixed fees | | [Brian Shepardson](https://find.wellspent.co/advisors/brian-shepardson.md) | James Investment | Xenia, Ohio | CFA, CIC | Percentage of assets, Hourly, Fixed fees | | [Callie Jacoby](https://find.wellspent.co/advisors/callie-jacoby.md) | Gryphon Financial Partners | Toledo, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Edward Kolanko](https://find.wellspent.co/advisors/edward-kolanko.md) | Baynes Investment Counsel | Mason, Ohio | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Erik Thompson](https://find.wellspent.co/advisors/erik-thompson.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | Showing the first 50 of 112. The full list, page by page: https://find.wellspent.co/audiences/executives/ohio/?page=2 ## Related - [Estate planning in Ohio](https://find.wellspent.co/specialties/estate-planning/ohio.md) - [Tax planning in Ohio](https://find.wellspent.co/specialties/tax-planning/ohio.md) - [Retirement planning in Ohio](https://find.wellspent.co/specialties/retirement-planning/ohio.md) - [Retirees in Ohio](https://find.wellspent.co/audiences/retirees/ohio.md) - [Founders in Ohio](https://find.wellspent.co/specialties/founders-pre-exit/ohio.md) - [Pre-retirees in Ohio](https://find.wellspent.co/audiences/pre-retirees/ohio.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).