# Financial advisors for ultra-high-net-worth families in Ohio > For ultra-high-net-worth families in Ohio, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Peter Franz of Journey Wealth, Eric Ross of F2 Wealth and Lauren Fine of Beatrice Advisors. Page: https://find.wellspent.co/audiences/ultra-high-net-worth/ohio/ 48 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an ultra-high-net-worth family in Ohio? For ultra-high-net-worth families in Ohio, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Peter Franz of Journey Wealth, Eric Ross of F2 Wealth and Lauren Fine of Beatrice Advisors. - [Peter Franz](https://find.wellspent.co/advisors/peter-franz/), Journey Wealth, Cleveland. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [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. - [Lauren Fine](https://find.wellspent.co/advisors/lauren-fine/), Beatrice Advisors, Cleveland. Holds the CFA. Fees on file: percentage of assets, fixed fees. - [Joy Schlie](https://find.wellspent.co/advisors/joy-schlie/), Harvest Financial Advisors, West Chester. Holds the CFP. Fees on file: percentage of assets, hourly. - [Marnie Randel](https://find.wellspent.co/advisors/marnie-randel/), Paradigm Wealth Management, Westlake. Holds the CFP. Fees on file: percentage of assets, hourly. - [Addison Fluent](https://find.wellspent.co/advisors/addison-fluent/), Iron Gate Wealth Advisors, Poland. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Ohio work with ultra-high-net-worth families? The Wellspent public graph lists 48 fee-only advisors for ultra-high-net-worth families in Ohio, at 11 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for ultra-high-net-worth families in Ohio located? Of the 48 fee-only advisors for ultra-high-net-worth families in Ohio, 19 are in Cleveland, followed by 12 in Cincinnati and 6 in West Chester. ## How do fee-only advisors for ultra-high-net-worth families in Ohio charge? The most common fee among fee-only advisors for ultra-high-net-worth families in Ohio is a percentage of assets, used by 100% of the 48 with fees on file. Many use more than one: 63% charge fixed fees and 52% 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 ultra-high-net-worth families have? For ultra-high-net-worth families, look for the CFA and CFP. In Ohio, 46% of the 48 advisors listed hold the CFP. - CFA (6% of advisors listed): The CFA supports complex portfolios. - CFP (46% of advisors listed): The CFP keeps the whole picture together. ## How do Ohio advisors for ultra-high-net-worth families compare with the rest of the US? 46% of fee-only advisors for ultra-high-net-worth families in Ohio hold the CFP, compared with 32% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Ohio have an estate or inheritance tax? No. Ohio has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor as an ultra-high-net-worth family in Ohio? - What would I pay in dollars, on my balance, each year? - Who on your team handles tax and estate work? - How many clients my size do you serve? - How do you handle private investments? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for ultra-high-net-worth families 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 | | [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Loftus](https://find.wellspent.co/advisors/eric-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Smith](https://find.wellspent.co/advisors/erik-smith.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [James Rice](https://find.wellspent.co/advisors/james-rice.md) | Capital Asset Management | Columbus, Ohio | CFP, ChFC | Percentage of assets | | [Robert Feather](https://find.wellspent.co/advisors/robert-feather.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Thomas Cooney](https://find.wellspent.co/advisors/thomas-cooney.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Curti](https://find.wellspent.co/advisors/thomas-curti.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Schiller](https://find.wellspent.co/advisors/thomas-schiller.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Costin](https://find.wellspent.co/advisors/bryan-costin.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Douglas Ambrose](https://find.wellspent.co/advisors/douglas-ambrose.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Joy Schlie](https://find.wellspent.co/advisors/joy-schlie.md) | Harvest Financial Advisors | West Chester, Ohio | CFP | Percentage of assets, Hourly | | [Kevin McPeek](https://find.wellspent.co/advisors/kevin-mcpeek.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Lauren Maclaren](https://find.wellspent.co/advisors/lauren-maclaren.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Marc Henn](https://find.wellspent.co/advisors/marc-henn.md) | Harvest Financial Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Michael Baker](https://find.wellspent.co/advisors/michael-baker.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Monica Dwyer](https://find.wellspent.co/advisors/monica-dwyer.md) | Harvest Financial Advisors | West Chester, Ohio | CFP | Percentage of assets, Hourly | | [Peter Franz](https://find.wellspent.co/advisors/peter-franz.md) | Journey Wealth | Cleveland, Ohio | CFP, CFA | Percentage of assets, Fixed fees | | [Marnie Randel](https://find.wellspent.co/advisors/marnie-randel.md) | Paradigm Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly | | [Stephanie Sandle](https://find.wellspent.co/advisors/stephanie-sandle.md) | Bluestone Private Wealth | Cleveland, Ohio | CFP | Percentage of assets | | [Addison Fluent](https://find.wellspent.co/advisors/addison-fluent.md) | Iron Gate Wealth Advisors | Poland, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [David Olson](https://find.wellspent.co/advisors/david-olson.md) | Journey Wealth | Cleveland, Ohio | ChFC | Percentage of assets, Fixed fees | | [Christopher Fry](https://find.wellspent.co/advisors/christopher-fry.md) | Capital Asset Management | Columbus, Ohio | | Percentage of assets | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Lauren Fine](https://find.wellspent.co/advisors/lauren-fine.md) | Beatrice Advisors | Cleveland, Ohio | CFA | Percentage of assets, Fixed fees | | [Sean Paddock](https://find.wellspent.co/advisors/sean-paddock.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Amy White](https://find.wellspent.co/advisors/amy-white-4454406.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Anthony Gargano](https://find.wellspent.co/advisors/anthony-gargano.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Benjamin Hunter](https://find.wellspent.co/advisors/benjamin-hunter.md) | Harvest Financial Advisors | West Chester, Ohio | | Percentage of assets, Hourly | | [Bruce Mason](https://find.wellspent.co/advisors/bruce-mason.md) | Harvest Financial Advisors | Cincinnati, Ohio | | Percentage of assets, Hourly | | [Charles Hruby](https://find.wellspent.co/advisors/charles-hruby.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Danijel Romic](https://find.wellspent.co/advisors/danijel-romic.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [James Myers](https://find.wellspent.co/advisors/james-myers.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Jason Born](https://find.wellspent.co/advisors/jason-born.md) | Stirling Bridge Wealth Partners | Mcclure, Ohio | CFA | Percentage of assets | | [Matthew Burnham](https://find.wellspent.co/advisors/matthew-burnham.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Matthew Savoti](https://find.wellspent.co/advisors/matthew-savoti.md) | Harvest Financial Advisors | West Chester, Ohio | | Percentage of assets, Hourly | | [Mitchell Knotek](https://find.wellspent.co/advisors/mitchell-knotek.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Nicholas Paterniti](https://find.wellspent.co/advisors/nicholas-paterniti.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Paul Burgdorf](https://find.wellspent.co/advisors/paul-burgdorf.md) | Harvest Financial Advisors | West Chester, Ohio | | Percentage of assets, Hourly | | [Ryan Motsinger](https://find.wellspent.co/advisors/ryan-motsinger.md) | Harvest Financial Advisors | West Chester, Ohio | | Percentage of assets, Hourly | | [Samuel McCoy](https://find.wellspent.co/advisors/samuel-mccoy.md) | Tenacity Private Wealth | Powell, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Terence Gliha](https://find.wellspent.co/advisors/terence-gliha.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Christopher Barr](https://find.wellspent.co/advisors/christopher-barr.md) | Bluestone Private Wealth | Cleveland, Ohio | | Percentage of assets | | [Douglas Kuhlman](https://find.wellspent.co/advisors/douglas-kuhlman.md) | Paradigm Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly | | [Gregory Johnson](https://find.wellspent.co/advisors/gregory-johnson-3166316.md) | Paradigm Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly | | [Kevin Cooney](https://find.wellspent.co/advisors/kevin-cooney.md) | Paradigm Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly | | [Joshua Petrusko](https://find.wellspent.co/advisors/joshua-petrusko.md) | Iron Gate Wealth Advisors | Poland, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Michael Rhinehart](https://find.wellspent.co/advisors/michael-rhinehart.md) | Tenacity Private Wealth | Powell, Ohio | | Percentage of assets, Hourly, 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).