# Financial advisors for retirees in Columbus, Ohio > For retirees in Columbus, 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 Joshua Gallogly of Milestones Financial, LLC, Dean Schuler of Schuler Wealth Planning LLC and Nathan Swab of Alexander Financial Planning, Inc.. Page: https://find.wellspent.co/audiences/retirees/ohio/columbus/ 25 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 retiree in Columbus? For retirees in Columbus, 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 Joshua Gallogly of Milestones Financial, LLC, Dean Schuler of Schuler Wealth Planning LLC and Nathan Swab of Alexander Financial Planning, Inc.. - [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly/), Milestones Financial, LLC, Columbus City. Holds the CFP and EA. Fees on file: one-time planning fee, hourly. - [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler/), Schuler Wealth Planning LLC, Columbus City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Nathan Swab](https://find.wellspent.co/advisors/nathan-swab/), Alexander Financial Planning, Inc., Columbus City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [James Davis](https://find.wellspent.co/advisors/james-davis/), Partnership Financial LLC, Columbus City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Sarah Schwieterman](https://find.wellspent.co/advisors/sarah-schwieterman/), Peak Retirement Planning, Columbus City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Adam Smetzer](https://find.wellspent.co/advisors/adam-smetzer/), Sky Vision Wealth, Columbus City. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Columbus work with retirees? The Wellspent public graph lists 25 fee-only advisors for retirees in Columbus, at 10 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for retirees in Columbus charge? The most common fee among fee-only advisors for retirees in Columbus is a percentage of assets, used by 72% of the 25 with fees on file. Many use more than one: 60% charge fixed fees and 20% charge a one-time planning fee. ## 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 retirees have? For retirees, look for the CFP and EA. In Columbus, 32% of the 25 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers tax, insurance, and estate decisions together. - EA (4% of advisors listed): Enrolled agents help with RMDs and Medicare surcharges. ## How do Columbus advisors for retirees compare with the rest of the US? 32% of fee-only advisors for retirees in Columbus hold the CFP, compared with 49% of the 3,334 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Columbus? - How much can I spend each year, and how will you adjust it? - How do you plan around RMDs and Medicare premiums? - How would you pay for long-term care if I needed it? - What happens if I can't manage this myself, or my spouse dies first? - How does Ohio tax each source of my retirement income? ## How current is this list of fee-only advisors for retirees in Columbus? 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 | |---|---|---|---|---| | [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly.md) | Milestones Financial, LLC | Columbus, Ohio | CFP, EA | One-time planning fee, Hourly | | [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler.md) | Schuler Wealth Planning LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Nathan Swab](https://find.wellspent.co/advisors/nathan-swab.md) | Alexander Financial Planning, Inc. | Columbus, Ohio | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee | | [James Davis](https://find.wellspent.co/advisors/james-davis.md) | Partnership Financial LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Kristen Moosmiller](https://find.wellspent.co/advisors/kristen-moosmiller.md) | NorthAvenue Financial Advocates | Columbus, Ohio | CFP, MSPFP | Fixed fees | | [Bob Buehler](https://find.wellspent.co/advisors/bob-buehler.md) | FirstTen Financial | Columbus, Ohio | CPA, ChFC | One-time planning fee | | [Joseph Schmitz, Jr.](https://find.wellspent.co/advisors/joseph-schmitz-jr.md) | Peak Retirement Planning | Columbus, Ohio | CFP, ChFC | Percentage of assets, Fixed fees | | [Sarah Schwieterman](https://find.wellspent.co/advisors/sarah-schwieterman.md) | Peak Retirement Planning | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [Adam Smetzer](https://find.wellspent.co/advisors/adam-smetzer.md) | Sky Vision Wealth | Columbus, Ohio | CFP | Percentage of assets | | [Alec Schrock](https://find.wellspent.co/advisors/alec-schrock.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Calisto Reghi](https://find.wellspent.co/advisors/calisto-reghi.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Cameron Kaska](https://find.wellspent.co/advisors/cameron-kaska.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Cole Schrock](https://find.wellspent.co/advisors/cole-schrock.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Corey Jordison](https://find.wellspent.co/advisors/corey-jordison.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Dominic Garris](https://find.wellspent.co/advisors/dominic-garris.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Dylon Woolwine](https://find.wellspent.co/advisors/dylon-woolwine.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Emma Hostetler](https://find.wellspent.co/advisors/emma-hostetler.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Joshua Richardson](https://find.wellspent.co/advisors/joshua-richardson-6647459.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Owen Bosworth](https://find.wellspent.co/advisors/owen-bosworth.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Samuel Nordquist](https://find.wellspent.co/advisors/samuel-nordquist.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Tyler Nichols](https://find.wellspent.co/advisors/tyler-nichols.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Emily DeBlase](https://find.wellspent.co/advisors/emily-deblase.md) | Organic Wealth | Columbus, Ohio | ChFC | Ongoing planning fee, One-time planning fee | | [Erik Thompson](https://find.wellspent.co/advisors/erik-thompson.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Stephen Jimenez](https://find.wellspent.co/advisors/stephen-jimenez.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Garrett Thompson](https://find.wellspent.co/advisors/garrett-thompson.md) | Sky Vision Wealth | Columbus, Ohio | | Percentage of assets | ## Related - [Tax planning in Columbus](https://find.wellspent.co/specialties/tax-planning/ohio/columbus.md) - [Estate planning in Columbus](https://find.wellspent.co/specialties/estate-planning/ohio/columbus.md) - [Retirement planning in Columbus](https://find.wellspent.co/specialties/retirement-planning/ohio/columbus.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).