CFA financial advisors in Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Curtis Bailey Quiet Wealth Management, Cincinnati Holds the CFP, CFA and EA. Fees on file: flat fee or retainer.
- Douglas Lynch Lynch Financial Group LLC, Dublin Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Theodore Winders Yarger Wealth Strategies, Westerville Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Peter Franz Journey Wealth, Cleveland Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Nathan Bailey Opus Capital Management, Cincinnati Holds the CFP and CFA. Fees on file: percentage of assets.
- Hannah Fitzpatrick Summit Financial Strategies, Inc., Columbus Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 80
- Firms
- 64
- Cities
- 24
- Hold the CFP
- 18%
- Other credentials: CFA 100% · CPA 1% · EA 1%
- How they charge (of 80 with fees on file): percentage of assets 95% · fixed fees 60% · hourly 33% · performance-based fees 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
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.
All 80 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Curtis Bailey | Quiet Wealth Management | Cincinnati | CFP, CFA, EA, CRPC | Flat fee or retainer |
| Douglas Lynch | Lynch Financial Group LLC | Dublin | CFA, CFP, CPA | Percentage of assets, Hourly |
| Matthew Daniel | Columbus Wealth Management | Dublin | CFA, CFP | Percentage of assets, Hourly |
| Peter Franz | Journey Wealth | Cleveland | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| John Smith | Ten Talents Asset Management | Cincinnati | CFA | Percentage of assets |
| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Theodore Winders | Yarger Wealth Strategies | Westerville | CFP, CFA | Percentage of assets, Fixed fees |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Carol Clark | OnCenter Financial Advisors | Beachwood | CFA | Percentage of assets, Hourly |
| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. | Annuity Answers | Toledo | CFA | Percentage of assets, One-time planning fee |
| Joshua Shaffer | Trinity Financial Advisors | Columbus | CFA | Percentage of assets, Fixed fees |
| Lauren Fine | Beatrice Advisors | Cleveland | CFA | Percentage of assets, Fixed fees |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Michael McGill | Summit Investments & Financial Planning | Uniontown | CFA | Percentage of assets |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Richard Turgeon | Wellspring Family Office | Cleveland | CFA | Percentage of assets, Fixed fees |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Shengde Liu | Access Wealth Group | Powell | CFA | Percentage of assets, Hourly |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| David Sleeter | Ruggaard & Associates | Hudson | CFA | Percentage of assets, Performance-based fees |
| Douglas Mackay | Broadleaf Partners | Peninsula | CFA | Percentage of assets |
| Gary Downie | Wealth Pinnacle | Centerville | CFA | Percentage of assets, Hourly |
| Hannah Fitzpatrick | Summit Financial Strategies, Inc. | Columbus | CFP, ChFC, BS, JD | Percentage of assets |
| Jason Born | Stirling Bridge Wealth Partners | Mcclure | CFA | Percentage of assets |
| Luke Leong | Wealthquest | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Sunil Kulkarni | Nuts2Invest.com | Tipp City | CFA | Ongoing planning fee |
| Dennis Fulmer | Beese Fulmer | Canton | CFA | Percentage of assets |
| Mark Fleming | Gryphon Financial Partners | Columbus | CFA | Percentage of assets, Hourly |
| Nicholas Perini | Beese Fulmer | Canton | CFA | Percentage of assets |
| Robert Szeles | Beese Fulmer | Canton | CFA | Percentage of assets |
| Cern Basher | Brilliant Advice™ Wealth Management | Cincinnati | CFA | Percentage of assets |
| Steven Henderly | Nvest Wealth Strategies | Powell | CFA | Percentage of assets |
| Todd Wenning | KNA Capital | Cincinnati | CFA | Percentage of assets, Hourly |
| William Henderly | Nvest Wealth Strategies | Powell | CFA | Percentage of assets |
| Andrew Federico | Financial Freedom | Cincinnati | CFP, CFA | Percentage of assets, Hourly |
| Cheryl Rose | Constellation Wealth Advisors | Cincinnati | CFP, CFA | Percentage of assets, Subscription |
| John Lynch | Lynch Financial Group | Dublin | CFP, CFA | Percentage of assets, Hourly |
| John Ohsner | Heximer Investment Management | Columbus | CFP, CFA | Percentage of assets, Hourly |
| Matthew Heitman | National Wealth Management Group | Cincinnati | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Nathan Bailey | Opus Capital Management | Cincinnati | CFP, CFA | Percentage of assets |
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