Advisors for $1 million to $3 million in Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Peter Franz Journey Wealth, Cleveland Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Shon Anderson Anderson Financial Strategies, Dayton Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Cheryl Rose Constellation Wealth Advisors, Cincinnati Holds the CFP and CFA. Fees on file: percentage of assets, subscription.
- Jansen Davidson Birchcreek Wealth Management, Miami Township Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Cern Basher Brilliant Advice™ Wealth Management, Cincinnati Holds the CFA. Fees on file: percentage of assets.
- Nicholas Perini Beese Fulmer, Canton Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 158
- Firms
- 35
- Cities
- 24
- Hold the CFP
- 30%
- Other credentials: CFA 13% · ChFC 1%
- How they charge (of 158 with fees on file): percentage of assets 100% · fixed fees 65% · hourly 27% · performance-based fees 22%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 158 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| John Payne | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Bryan Costin | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Douglas Ambrose | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kevin McPeek | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Lauren Maclaren | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Max Heintz | MFH Financial Services | Dayton | CFP | Hourly, Percentage of assets |
| Michael Baker | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Peter Franz | Journey Wealth | Cleveland | CFP, CFA | Percentage of assets, Fixed fees |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Doepker | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Andrew Siciliano | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Anna Vitale | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Beth Verdoorn | C.H. Dean | Beavercreek | CFP | Percentage of assets |
| Daniel Doyle | Oak Park Wealth Management | Lakewood | CFP | Percentage of assets, Hourly |
| Eric Hanna | Wellspring Family Office | Fairview Park | CFP | Percentage of assets, Fixed fees |
| Jennifer Staton | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kathryn Madzsar | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Marnie Randel | Paradigm Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Lauren Fine | Beatrice Advisors | Cleveland | CFA | Percentage of assets, Fixed fees |
| Michael Novak | Wellspring Family Office | Cleveland | PFS | Percentage of assets, Fixed fees |
| Richard Turgeon | Wellspring Family Office | Cleveland | CFA | Percentage of assets, Fixed fees |
| Timothy Schwiebert | Topsail Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danya Karram | Brilliant Advice™ Wealth Management | Cincinnati | CFP | Percentage of assets |
| Derek Tinnin | Altiora Financial Group | Lebanon | CFP | Percentage of assets, Fixed fees |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Craig Steinbrink | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| David McGowan | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| David Sommer | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Dennis Fulmer | Beese Fulmer | Canton | CFA | Percentage of assets |
| Diane Rose | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Douglas Kuhlman | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Fred Botek | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
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