Financial advisors for high earners in Ohio

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.

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. Do you have a minimum, and do you take clients on income rather than assets?
2. Which accounts should I use once I've maxed my 401(k)?
3. How would you reduce my tax this year and next?
4. How much should I be saving, in dollars?
5. 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.