Financial advisors for ultra-high-net-worth families in Ohio

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.

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. What would I pay in dollars, on my balance, each year?
2. Who on your team handles tax and estate work?
3. How many clients my size do you serve?
4. How do you handle private investments?
5. 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.