ChFC financial advisors in Ohio
How do I find fee-only advisors who hold the ChFC in Ohio?
In Ohio, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Jason Eliason of Waller Financial Planning Group, Case Belger of rebel Financial and Matthew Heitman of National Wealth Management Group.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Eliason Waller Financial Planning Group, Columbus Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Case Belger rebel Financial, Groveport Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Matthew Heitman National Wealth Management Group, Cincinnati Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Hannah Fitzpatrick Summit Financial Strategies, Inc., Columbus Holds the CFP and CFA. Fees on file: percentage of assets.
- Tyler Keenan Fiducia Wealth Management, Upper Arlington Holds the CFP. Fees on file: ongoing planning fee.
- Joe Messinger Capstone Wealth Partners, LTD, Dublin Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
By the numbers
- Advisors listed
- 28
- Firms
- 28
- Cities
- 16
- Hold the CFP
- 54%
- Other credentials: CFA 14% · CPA 4% · EA 4%
- How they charge (of 28 with fees on file): percentage of assets 86% · fixed fees 61% · hourly 39% · ongoing planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
How many fee-only advisors who hold the ChFC in Ohio are there?
The Wellspent public graph lists 28 fee-only advisors who hold the ChFC in Ohio, at 28 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who hold the ChFC in Ohio located?
Of the 28 fee-only advisors who hold the ChFC in Ohio, 8 are in Columbus, followed by 4 in Cincinnati and 2 in Dublin.
How do fee-only advisors who hold the ChFC in Ohio charge?
The most common fee among fee-only advisors who hold the ChFC in Ohio is a percentage of assets, used by 86% of the 28 with fees on file. Many use more than one: 61% charge fixed fees and 39% charge by the hour.
How many fee-only advisors who hold the ChFC in Ohio hold the CFP?
54% of the 28 fee-only advisors who hold the ChFC 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 ChFC?
We count an advisor here when their record lists the ChFC.
What should I ask fee-only advisors who hold the ChFC in Ohio?
What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?
How current is this list of fee-only advisors who hold the ChFC 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 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Ryan Weiser | Weiser Financial Planning LLC | Lewis Center | CASL, CDFA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Joe Messinger | Capstone Wealth Partners, LTD | Dublin | CFP, ChFC, CLU | Ongoing planning fee, One-time planning fee |
| Bob Buehler Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive. | FirstTen Financial | Columbus | CPA, ChFC | One-time planning fee |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Steven Zangmeister | Aspire Growth Partners | Medina | ChFC | Percentage of assets, Hourly |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| Hannah Fitzpatrick | Summit Financial Strategies, Inc. | Columbus | CFP, ChFC, BS, JD | Percentage of assets |
| Nick George | ClearMind Capital | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Randall Ruggaard | Ruggaard & Associates | Hudson | ChFC | Percentage of assets, Performance-based fees |
| Edward Smith | Smith Capital Management | Loveland | ChFC | Percentage of assets |
| Stephen Perrin | Coordinated Financial Planning | Cincinnati | ChFC | Percentage of assets |
| Aaron Simpson | Alpha Planning and Financial Services | Solon | CFP, ChFC | Percentage of assets, Hourly |
| Gary Vawter | Vawter Financial | Columbus | CFP, ChFC | Percentage of assets, Hourly |
| James Unger | DBK Financial Counsel | Cuyahoga Falls | CFP, ChFC | Percentage of assets, Fixed fees |
| Matthew Heitman | National Wealth Management Group | Cincinnati | CFP, ChFC, CFA | Percentage of assets, Hourly |
| William Marker | Borland Marker | Dayton | CFP, ChFC | Percentage of assets, Hourly |
| Christine Bules | Cornerstone Asset Management Services | Broadview Heights | ChFC | Percentage of assets, Hourly |
| Nicole Lanning | Anderson Financial Strategies | Dayton | ChFC | Percentage of assets, Hourly |
| Richard Miller | Richard Miller Financial Services | Zanesville | ChFC | Percentage of assets, Hourly |
| Ryan Sheppard | Capstone Wealth Partners | Dublin | ChFC | Percentage of assets, Fixed fees |
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