# Advisors for $1 million to $3 million in Ohio > In Ohio, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Peter Franz of Journey Wealth, Shon Anderson of Anderson Financial Strategies and Cheryl Rose of Constellation Wealth Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/ohio/ 158 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 for $1 million to $3 million in Ohio? In Ohio, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Peter Franz of Journey Wealth, Shon Anderson of Anderson Financial Strategies and Cheryl Rose of Constellation Wealth Advisors. ## How many fee-only advisors for $1 million to $3 million in Ohio are there? The Wellspent public graph lists 158 fee-only advisors for $1 million to $3 million in Ohio, at 35 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Ohio located? Of the 158 fee-only advisors for $1 million to $3 million in Ohio, 29 are in Cleveland, followed by 29 in Columbus and 19 in Cincinnati. ## How do fee-only advisors for $1 million to $3 million in Ohio charge? All 158 fee-only advisors for $1 million to $3 million in Ohio with fees on file charge a percentage of assets. Many use more than one: 65% charge fixed fees and 27% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Ohio hold the CFP? 30% of the 158 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Ohio? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5169351.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Jansen Davidson](https://find.wellspent.co/advisors/jansen-davidson.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [John Payne](https://find.wellspent.co/advisors/john-payne-6112347.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [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 | | [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 | | [Max Heintz](https://find.wellspent.co/advisors/max-heintz.md) | MFH Financial Services | Dayton, Ohio | CFP | Hourly, Percentage of assets, One-time planning fee | | [Michael Baker](https://find.wellspent.co/advisors/michael-baker.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Peter Franz](https://find.wellspent.co/advisors/peter-franz.md) | Journey Wealth | Cleveland, Ohio | CFP, CFA | Percentage of assets, Fixed fees | | [Alexander Benson](https://find.wellspent.co/advisors/alexander-benson.md) | Birchcreek Wealth Management | Miami Township, Ohio | | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Andrew Doepker](https://find.wellspent.co/advisors/andrew-doepker.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Siciliano](https://find.wellspent.co/advisors/andrew-siciliano.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Anna Vitale](https://find.wellspent.co/advisors/anna-vitale.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Beth Verdoorn](https://find.wellspent.co/advisors/beth-verdoorn.md) | C.H. Dean | Beavercreek, Ohio | CFP | Percentage of assets | | [Daniel Doyle](https://find.wellspent.co/advisors/daniel-doyle.md) | Oak Park Wealth Management | Lakewood, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Hanna](https://find.wellspent.co/advisors/eric-hanna.md) | Wellspring Family Office | Fairview Park, Ohio | CFP | Percentage of assets, Fixed fees | | [Jennifer Staton](https://find.wellspent.co/advisors/jennifer-staton.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Kathryn Madzsar](https://find.wellspent.co/advisors/kathryn-madzsar.md) | Wellspring Family Office | Cleveland, Ohio | CFP | 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 | | [Ronald Bates](https://find.wellspent.co/advisors/ronald-bates.md) | St. Clair Advisors | Mayfield Heights, Ohio | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [William Ambrogio](https://find.wellspent.co/advisors/william-ambrogio.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [David Olson](https://find.wellspent.co/advisors/david-olson.md) | Journey Wealth | Cleveland, Ohio | ChFC | Percentage of assets, Fixed fees | | [Brian Shepardson](https://find.wellspent.co/advisors/brian-shepardson.md) | James Investment | Xenia, Ohio | CFA, CIC | 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 | | [Michael Novak](https://find.wellspent.co/advisors/michael-novak.md) | Wellspring Family Office | Cleveland, Ohio | PFS | Percentage of assets, Fixed fees | | [Richard Turgeon](https://find.wellspent.co/advisors/richard-turgeon.md) | Wellspring Family Office | Cleveland, Ohio | CFA | Percentage of assets, Fixed fees | | [Timothy Schwiebert](https://find.wellspent.co/advisors/timothy-schwiebert.md) | Topsail Wealth Management | Cincinnati, Ohio | | Percentage of assets | | [Trent Dysert](https://find.wellspent.co/advisors/trent-dysert.md) | James Investment | Xenia, Ohio | CFA | 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 | | [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 | | [Danya Karram](https://find.wellspent.co/advisors/danya-karram.md) | Brilliant Advice™ Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Derek Tinnin](https://find.wellspent.co/advisors/derek-tinnin.md) | Altiora Financial Group | Lebanon, Ohio | CFP | Percentage of assets, Fixed fees | | [James Myers](https://find.wellspent.co/advisors/james-myers.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Mark Schutter](https://find.wellspent.co/advisors/mark-schutter.md) | Blake Schutter Theil Wealth Advisors | Dayton, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Matthew Burnham](https://find.wellspent.co/advisors/matthew-burnham.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Matthew Theil](https://find.wellspent.co/advisors/matthew-theil.md) | Blake Schutter Theil Wealth Advisors | Dayton, Ohio | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Terence Gliha](https://find.wellspent.co/advisors/terence-gliha.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Annette Quinter](https://find.wellspent.co/advisors/annette-quinter.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Craig Steinbrink](https://find.wellspent.co/advisors/craig-steinbrink.md) | St. Clair Advisors | Mayfield Heights, Ohio | | Percentage of assets, Hourly, Fixed fees | | [David McGowan](https://find.wellspent.co/advisors/david-mcgowan.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [David Sommer](https://find.wellspent.co/advisors/david-sommer.md) | St. Clair Advisors | Mayfield Heights, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Dennis Fulmer](https://find.wellspent.co/advisors/dennis-fulmer.md) | Beese Fulmer | Canton, Ohio | CFA | Percentage of assets | | [Diane Rose](https://find.wellspent.co/advisors/diane-rose.md) | James Investment | Xenia, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Douglas Kuhlman](https://find.wellspent.co/advisors/douglas-kuhlman.md) | Paradigm Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly | | [Fred Botek](https://find.wellspent.co/advisors/fred-botek.md) | St. Clair Advisors | Mayfield Heights, Ohio | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 158. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/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).