Financial advisors for executives in Ohio

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.

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How do you account for local income tax where I live and work?
6. 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.