Financial advisors for retirees in Ohio

Which financial advisor should I talk to as a retiree in Ohio?

For retirees in Ohio, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. 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.

How many fee-only financial advisors in Ohio work with retirees?

The Wellspent public graph lists 151 fee-only advisors for retirees in Ohio, at 65 firms. We counted every advisor record that lists this work, as of November 2026.

How do fee-only advisors for retirees in Ohio charge?

The most common fee among fee-only advisors for retirees in Ohio is a percentage of assets, used by 90% of the 151 with fees on file. Many use more than one: 56% charge fixed fees and 48% 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 retirees have?

For retirees, look for the RICP, CFP and EA. In Ohio, 50% of the 151 advisors listed hold the CFP.

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 as a retiree in Ohio?

1. How much can I spend each year, and how will you adjust it?
2. How do you plan around RMDs and Medicare premiums?
3. How would you pay for long-term care if I needed it?
4. What happens if I can't manage this myself, or my spouse dies first?
5. How does Ohio tax each source of my retirement income?

How current is this list of fee-only advisors for retirees 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.