# Financial advisors for high earners in Ohio > For high earners in Ohio, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Curtis Bailey of Quiet Wealth Management, Laurie Licata of PDS Planning, Inc. and Chris Ward of EntryPoint Wealth Management. Page: https://find.wellspent.co/audiences/high-earners/ohio/ 42 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a high earner in Ohio? For high earners in Ohio, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Curtis Bailey of Quiet Wealth Management, Laurie Licata of PDS Planning, Inc. and Chris Ward of EntryPoint Wealth Management. - [Curtis Bailey](https://find.wellspent.co/advisors/curtis-bailey/), Quiet Wealth Management, Cincinnati. Holds the EA and CFP. Fees on file: flat fee or retainer. - [Laurie Licata](https://find.wellspent.co/advisors/laurie-licata/), PDS Planning, Inc., Dublin. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Chris Ward](https://find.wellspent.co/advisors/chris-ward/), EntryPoint Wealth Management, Cincinnati. Holds the CFP. Fees on file: percentage of assets, hourly. - [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. - [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023/), Forward Thinking Wealth Management, Copley. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Ryan Weiser](https://find.wellspent.co/advisors/ryan-weiser/), Weiser Financial Planning LLC, Lewis Center. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Ohio work with high earners? The Wellspent public graph lists 42 fee-only advisors for high earners in Ohio, at 20 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for high earners in Ohio located? Of the 42 fee-only advisors for high earners in Ohio, 10 are in Dublin, followed by 7 in Columbus and 7 in Xenia. ## How do fee-only advisors for high earners in Ohio charge? The most common fee among fee-only advisors for high earners in Ohio is a percentage of assets, used by 83% of the 42 with fees on file. Many use more than one: 67% charge fixed fees and 50% 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 high earners have? For high earners, look for the EA and CFP. In Ohio, 55% of the 42 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents help with multi-year tax planning. - CFP (55% of advisors listed): The CFP covers insurance and saving decisions together. ## How do Ohio advisors for high earners compare with the rest of the US? 67% of fee-only advisors for high earners in Ohio charge fixed fees, compared with 42% of the 1,176 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 should I ask a financial advisor as a high earner in Ohio? - Do you have a minimum, and do you take clients on income rather than assets? - Which accounts should I use once I've maxed my 401(k)? - How would you reduce my tax this year and next? - How much should I be saving, in dollars? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for high earners 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 | | [Laurie Licata](https://find.wellspent.co/advisors/laurie-licata.md) | PDS Planning, Inc. | Dublin, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [Chris Ward](https://find.wellspent.co/advisors/chris-ward.md) | EntryPoint Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Ryan Weiser](https://find.wellspent.co/advisors/ryan-weiser.md) | Weiser Financial Planning LLC | Lewis Center, Ohio | CASL, CDFA, CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee | | [Curtis Bailey](https://find.wellspent.co/advisors/curtis-bailey.md) | Quiet Wealth Management | Cincinnati, Ohio | CFP, CFA, EA, CRPC | Flat fee or retainer | | [Kristen Moosmiller](https://find.wellspent.co/advisors/kristen-moosmiller.md) | NorthAvenue Financial Advocates | Columbus, Ohio | CFP, MSPFP | Fixed fees | | [Shawn Ballinger](https://find.wellspent.co/advisors/shawn-ballinger.md) | Columbus Street Financial Planning | Dublin, Ohio | CFP | Flat fee or retainer | | [Chris Kimmet](https://find.wellspent.co/advisors/chris-kimmet.md) | Aptus Financial | Columbus, Ohio | CFP | Subscription, One-time planning fee | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023.md) | Forward Thinking Wealth Management | Copley, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [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 | | [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 | | [Justin Neuwirt](https://find.wellspent.co/advisors/justin-neuwirt.md) | Neu Wealth Group | New Albany, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Beaver](https://find.wellspent.co/advisors/mark-beaver.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Klubnik](https://find.wellspent.co/advisors/michael-klubnik.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Burkett](https://find.wellspent.co/advisors/timothy-burkett.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Amanda Blankenship](https://find.wellspent.co/advisors/amanda-blankenship.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [David Massare](https://find.wellspent.co/advisors/david-massare.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [Elizabeth Scheiderer](https://find.wellspent.co/advisors/elizabeth-scheiderer.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [Jeff Rovnak](https://find.wellspent.co/advisors/jeff-rovnak.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [Theodore Winders](https://find.wellspent.co/advisors/theodore-winders.md) | Yarger Wealth Strategies | Westerville, Ohio | CFP, CFA | 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 | | [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 | | [Matthew Dunn](https://find.wellspent.co/advisors/matthew-dunn.md) | ARQ Wealth Advisors | Hudson , Ohio | CFA | Percentage of assets, Fixed fees | | [Stephen Jimenez](https://find.wellspent.co/advisors/stephen-jimenez.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Trent Dysert](https://find.wellspent.co/advisors/trent-dysert.md) | James Investment | Xenia, Ohio | CFA | Percentage of assets, Hourly, Fixed fees | | [Garrett Thompson](https://find.wellspent.co/advisors/garrett-thompson.md) | Sky Vision Wealth | Columbus, Ohio | | Percentage of assets | | [William Root](https://find.wellspent.co/advisors/william-root.md) | Keeler & Nadler | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Annette Quinter](https://find.wellspent.co/advisors/annette-quinter.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [David McGowan](https://find.wellspent.co/advisors/david-mcgowan.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Diane Rose](https://find.wellspent.co/advisors/diane-rose.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Jill Wood](https://find.wellspent.co/advisors/jill-wood.md) | FreeWood Private Wealth Management | Powell, Ohio | | Percentage of assets, Hourly | | [Perry Jeffries](https://find.wellspent.co/advisors/perry-jeffries.md) | Diamond Equity Advisors | Columbus, Ohio | | Ongoing planning fee | | [Richard Culpepper](https://find.wellspent.co/advisors/richard-culpepper.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Ryan Post](https://find.wellspent.co/advisors/ryan-post.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [James Grable](https://find.wellspent.co/advisors/james-grable.md) | Signal Tree Financial Partners | Copley, Ohio | | Percentage of assets, Fixed fees | | [Jonathan Yarger](https://find.wellspent.co/advisors/jonathan-yarger.md) | Yarger Wealth Strategies | Westerville, Ohio | | Percentage of assets, Fixed fees | | [Naomi Roberts](https://find.wellspent.co/advisors/naomi-roberts.md) | Yarger Wealth Strategies | Westerville, Ohio | | Percentage of assets, Fixed fees | | [Timothy Scholten](https://find.wellspent.co/advisors/timothy-scholten.md) | Yarger Wealth Strategies | Westerville, Ohio | | Percentage of assets, Fixed fees | ## 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) - [Executives in Ohio](https://find.wellspent.co/audiences/executives/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).