# CFA financial advisors in Ohio

> In Ohio, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Curtis Bailey of Quiet Wealth Management, Douglas Lynch of Lynch Financial Group LLC and Theodore Winders of Yarger Wealth Strategies.

Page: https://find.wellspent.co/by/cfa-financial-advisors/ohio/
80 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA in Ohio?

In Ohio, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Curtis Bailey of Quiet Wealth Management, Douglas Lynch of Lynch Financial Group LLC and Theodore Winders of Yarger Wealth Strategies.

## How many fee-only advisors who hold the CFA in Ohio are there?

The Wellspent public graph lists 80 fee-only advisors who hold the CFA in Ohio, at 64 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFA in Ohio located?

Of the 80 fee-only advisors who hold the CFA in Ohio, 27 are in Cincinnati, followed by 10 in Columbus and 6 in Dublin.

## How do fee-only advisors who hold the CFA in Ohio charge?

The most common fee among fee-only advisors who hold the CFA in Ohio is a percentage of assets, used by 95% of the 80 with fees on file. Many use more than one: 60% charge fixed fees and 33% charge by the hour.

## How many fee-only advisors who hold the CFA in Ohio hold the CFP?

18% of the 80 fee-only advisors who hold the CFA in Ohio hold the CFP certification, based on the credentials listed on each record.

## 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.

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in Ohio?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## How current is this list of fee-only advisors who hold the CFA 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 |
|---|---|---|---|---|
| [Curtis Bailey](https://find.wellspent.co/advisors/curtis-bailey.md) | Quiet Wealth Management | Cincinnati, Ohio | CFP, CFA, EA, CRPC | Flat fee or retainer |
| [Douglas Lynch](https://find.wellspent.co/advisors/douglas-lynch.md) | Lynch Financial Group LLC | Dublin, Ohio | CFA, CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Daniel](https://find.wellspent.co/advisors/matthew-daniel.md) | Columbus Wealth Management | Dublin, Ohio | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Peter Franz](https://find.wellspent.co/advisors/peter-franz.md) | Journey Wealth | Cleveland, Ohio | CFP, CFA | Percentage of assets, Fixed fees |
| [Robert Maher](https://find.wellspent.co/advisors/robert-maher.md) | Virgil Wealth Advisory | Cincinnati, Ohio | CFA | Percentage of assets, One-time planning fee |
| [John Smith](https://find.wellspent.co/advisors/john-smith-5924083.md) | Ten Talents Asset Management | Cincinnati, Ohio | CFA | Percentage of assets |
| [Andrew Molnar](https://find.wellspent.co/advisors/andrew-molnar.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees |
| [Andrew Woodard](https://find.wellspent.co/advisors/andrew-woodard.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees |
| [Benjamin Wallace](https://find.wellspent.co/advisors/benjamin-wallace.md) | CM Wealth | Beachwood, Ohio | CFA | Percentage of assets, Hourly, Fixed fees |
| [James Stechschulte](https://find.wellspent.co/advisors/james-stechschulte.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees |
| [Jason Eliason](https://find.wellspent.co/advisors/jason-eliason.md) | Waller Financial Planning Group | Columbus, Ohio | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees |
| [Theodore Winders](https://find.wellspent.co/advisors/theodore-winders.md) | Yarger Wealth Strategies | Westerville, Ohio | CFP, CFA | Percentage of assets, Fixed fees |
| [Andrew Jung](https://find.wellspent.co/advisors/andrew-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets |
| [Brian Shepardson](https://find.wellspent.co/advisors/brian-shepardson.md) | James Investment | Xenia, Ohio | CFA, CIC | Percentage of assets, Hourly, Fixed fees |
| [Carol Clark](https://find.wellspent.co/advisors/carol-clark.md) | OnCenter Financial Advisors | Beachwood, Ohio | CFA | Percentage of assets, Hourly, Fixed fees |
| [Douglas Johnson](https://find.wellspent.co/advisors/douglas-johnson.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees |
| [Jake Mossing](https://find.wellspent.co/advisors/jake-mossing.md) | Annuity Answers | Toledo, Ohio | CFA | Percentage of assets, One-time planning fee |
| [Joshua Shaffer](https://find.wellspent.co/advisors/joshua-shaffer.md) | Trinity Financial Advisors | Columbus, Ohio | CFA | Percentage of assets, Fixed fees |
| [Lauren Fine](https://find.wellspent.co/advisors/lauren-fine.md) | Beatrice Advisors | Cleveland, Ohio | CFA | Percentage of assets, Fixed fees |
| [Matthew Antenucci](https://find.wellspent.co/advisors/matthew-antenucci.md) | McCarley & Cook | Cincinnati, Ohio | CFA | Percentage of assets, Hourly |
| [Matthew Dunn](https://find.wellspent.co/advisors/matthew-dunn.md) | ARQ Wealth Advisors | Hudson , Ohio | CFA | Percentage of assets, Fixed fees |
| [Matthew Swendiman](https://find.wellspent.co/advisors/matthew-swendiman.md) | Crew Capital | Cincinnati, Ohio | ChFC, CFA | Percentage of assets |
| [Michael McGill](https://find.wellspent.co/advisors/michael-mcgill.md) | Summit Investments & Financial Planning | Uniontown, Ohio | CFA | Percentage of assets |
| [Peter Baden](https://find.wellspent.co/advisors/peter-baden.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets |
| [Richard Turgeon](https://find.wellspent.co/advisors/richard-turgeon.md) | Wellspring Family Office | Cleveland, Ohio | CFA | Percentage of assets, Fixed fees |
| [Robert Jung](https://find.wellspent.co/advisors/robert-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets |
| [Shengde Liu](https://find.wellspent.co/advisors/shengde-liu.md) | Access Wealth Group | Powell, Ohio | CFA | Percentage of assets, Hourly |
| [Trent Dysert](https://find.wellspent.co/advisors/trent-dysert.md) | James Investment | Xenia, Ohio | CFA | Percentage of assets, Hourly, Fixed fees |
| [David Sleeter](https://find.wellspent.co/advisors/david-sleeter.md) | Ruggaard & Associates | Hudson, Ohio | CFA | Percentage of assets, Performance-based fees |
| [Douglas Mackay](https://find.wellspent.co/advisors/douglas-mackay.md) | Broadleaf Partners | Peninsula, Ohio | CFA | Percentage of assets |
| [Gary Downie](https://find.wellspent.co/advisors/gary-downie.md) | Wealth Pinnacle | Centerville, Ohio | CFA | Percentage of assets, Hourly, Fixed fees |
| [Hannah Fitzpatrick](https://find.wellspent.co/advisors/hannah-fitzpatrick.md) | Summit Financial Strategies, Inc. | Columbus, Ohio | CFP, ChFC, BS, JD, MBA, CDFA, MS, CFA, CMT, CRPS | Percentage of assets |
| [Jason Born](https://find.wellspent.co/advisors/jason-born.md) | Stirling Bridge Wealth Partners | Mcclure, Ohio | CFA | Percentage of assets |
| [Luke Leong](https://find.wellspent.co/advisors/luke-leong.md) | Wealthquest | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees |
| [Matthew Freiburger](https://find.wellspent.co/advisors/matthew-freiburger.md) | Shuttleworth & Company | Powell, Ohio | CFA | Percentage of assets, Fixed fees |
| [Sunil Kulkarni](https://find.wellspent.co/advisors/sunil-kulkarni.md) | Nuts2Invest.com | Tipp City, Ohio | CFA | Ongoing planning fee |
| [Dennis Fulmer](https://find.wellspent.co/advisors/dennis-fulmer.md) | Beese Fulmer | Canton, Ohio | CFA | Percentage of assets |
| [Mark Fleming](https://find.wellspent.co/advisors/mark-fleming.md) | Gryphon Financial Partners | Columbus, Ohio | CFA | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Perini](https://find.wellspent.co/advisors/nicholas-perini.md) | Beese Fulmer | Canton, Ohio | CFA | Percentage of assets |
| [Robert Szeles](https://find.wellspent.co/advisors/robert-szeles.md) | Beese Fulmer | Canton, Ohio | CFA | Percentage of assets |
| [Cern Basher](https://find.wellspent.co/advisors/cern-basher.md) | Brilliant Advice™ Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets |
| [Steven Henderly](https://find.wellspent.co/advisors/steven-henderly.md) | Nvest Wealth Strategies | Powell, Ohio | CFA | Percentage of assets |
| [Todd Wenning](https://find.wellspent.co/advisors/todd-wenning.md) | KNA Capital | Cincinnati, Ohio | CFA | Percentage of assets, Hourly |
| [William Henderly](https://find.wellspent.co/advisors/william-henderly.md) | Nvest Wealth Strategies | Powell, Ohio | CFA | Percentage of assets |
| [Andrew Federico](https://find.wellspent.co/advisors/andrew-federico.md) | Financial Freedom | Cincinnati, Ohio | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Cheryl Rose](https://find.wellspent.co/advisors/cheryl-rose.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFP, CFA | Percentage of assets, Subscription, Fixed fees, Performance-based fees |
| [John Lynch](https://find.wellspent.co/advisors/john-lynch.md) | Lynch Financial Group | Dublin, Ohio | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [John Ohsner](https://find.wellspent.co/advisors/john-ohsner.md) | Heximer Investment Management | Columbus, Ohio | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Heitman](https://find.wellspent.co/advisors/matthew-heitman.md) | National Wealth Management Group | Cincinnati, Ohio | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees |
| [Nathan Bailey](https://find.wellspent.co/advisors/nathan-bailey.md) | Opus Capital Management | Cincinnati, Ohio | CFP, CFA | Percentage of assets |

Showing the first 50 of 80. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/ohio/?page=2

## 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).