Financial advisors for people close to retirement in Ohio
Which financial advisor should I talk to if you're close to retirement in Ohio?
For people close to retirement in Ohio, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Gage Paul of Western Reserve Capital Management, LLC, Curtis Bailey of Quiet Wealth Management and Joshua Gallogly of Milestones Financial, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Gage Paul Western Reserve Capital Management, LLC, New Philadelphia Holds the CFP, RICP and EA. Fees on file: percentage of assets, hourly.
- Curtis Bailey Quiet Wealth Management, Cincinnati Holds the CFP and EA. Fees on file: flat fee or retainer.
- Joshua Gallogly Milestones Financial, LLC, Columbus Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Lauren Matthiessen LeClair Wealth Partners, Dublin Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Liz Griffiths Intera Financial Planners LLC, Avon Lake Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jason Bernal Blue Jay Financial Group, Defiance Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Ohio work with people close to retirement?
The Wellspent public graph lists 112 fee-only advisors for people close to retirement in Ohio, at 61 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for people close to retirement in Ohio located?
Of the 112 fee-only advisors for people close to retirement in Ohio, 22 are in Columbus, followed by 18 in Cincinnati and 14 in Dublin.
Plus 45 in other cities.
How do fee-only advisors for people close to retirement in Ohio charge?
The most common fee among fee-only advisors for people close to retirement in Ohio is a percentage of assets, used by 87% of the 112 with fees on file. Many use more than one: 54% charge fixed fees and 44% 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 people close to retirement have?
For people close to retirement, look for the CFP, RICP and EA. In Ohio, 52% of the 112 advisors listed hold the CFP.
- CFP52% in Ohio
- The CFP covers the whole transition.
- RICP1% in Ohio
- The RICP focuses on turning savings into income.
- EA3% in Ohio
- Enrolled agents help with the low-tax years before Social Security.
How do Ohio advisors for people close to retirement compare with the rest of the US?
54% of fee-only advisors for people close to retirement in Ohio charge fixed fees, compared with 40% of the 2,969 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Ohio. Light bars are all US advisors for people close to retirement.
Does Ohio tax Social Security?
No. Ohio doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Ohio?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Ohio tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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.
All 112 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Joshua Gallogly Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts. | Milestones Financial, LLC | Columbus | CFP, EA | One-time planning fee, Hourly |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Brian Tegtmeyer | Truly Prosper Financial Planning | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Demland | Demland Wealth | Defiance | CFP | Flat fee or retainer, Ongoing planning fee |
| Laurie Licata | PDS Planning, Inc. | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Ryan Bennett | Kelda Wealth Management | Cuyahoga Falls | CFP | Percentage of assets, One-time planning fee |
| Cameron Brady | Michael Brady & Co., LLC | Westlake | CFP, MBA | Percentage of assets |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Dean Schuler | Schuler Wealth Planning LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| John Bovard | Incline Wealth Advisors | Cleves | CFP | Percentage of assets, Fixed fees |
| Liz Griffiths | Intera Financial Planners LLC | Avon Lake | CFP | Percentage of assets, Ongoing planning fee |
| Matt Will | Wealth Accel LLC | Dayton | CFP | Percentage of assets, Fixed fees |
| Nathan Swab | Alexander Financial Planning, Inc. | Columbus | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee |
| Rick Spillane | Spillane Financial Planning, Inc. | Lebanon | CFP, CPA | Hourly, Percentage of assets |
| Gage Paul | Western Reserve Capital Management, LLC | New Philadelphia | CFP, EA, RICP | Percentage of assets, Hourly |
| James Davis | Partnership Financial LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| Ryan Weiser | Weiser Financial Planning LLC | Lewis Center | CASL, CDFA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Curtis Bailey | Quiet Wealth Management | Cincinnati | CFP, CFA, EA, CRPC | Flat fee or retainer |
| Joe Messinger | Capstone Wealth Partners, LTD | Dublin | CFP, ChFC, CLU | Ongoing planning fee, One-time planning fee |
| Kristen Moosmiller | NorthAvenue Financial Advocates | Columbus | CFP, MSPFP | Fixed fees |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| Ryan Bayonnet | Hyland Wealth Management | Green | CFP, MSFP | Percentage of assets, Hourly |
| Andrew Kerns | Accountable Financial Planning LLC | Westerville | CFP | Flat fee or retainer, Ongoing planning fee |
| David Wiedmeyer | KLD Wealth Management | Lebanon | CFP | Hourly |
| Andrew Tisler | Epic Financial | Hudson | CFP | Percentage of assets, Ongoing planning fee |
| Bob Buehler Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive. | FirstTen Financial | Columbus | CPA, ChFC | One-time planning fee |
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Darren Wurz | Wurz Financial Services | Cincinnati | CFP | Percentage of assets, Hourly |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| John Payne | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Stacia Bearden | Wurz Financial Services | Holland | CFP | Percentage of assets, Hourly |
| Dave Moerlein Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation. | Belay Finance | Cincinnati | MBA, MS | One-time planning fee, Hourly |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Dennis Coon | Transcend Wealth | Woodmere | CFP | Percentage of assets |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
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