# Advisors for $500,000 to $1 million in Ohio > In Ohio, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Andrew Federico of Financial Freedom and Theodore Winders of Yarger Wealth Strategies. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/ohio/ 139 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 $500,000 to $1 million in Ohio? In Ohio, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Andrew Federico of Financial Freedom and Theodore Winders of Yarger Wealth Strategies. ## How many fee-only advisors for $500,000 to $1 million in Ohio are there? The Wellspent public graph lists 139 fee-only advisors for $500,000 to $1 million in Ohio, at 63 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Ohio located? Of the 139 fee-only advisors for $500,000 to $1 million in Ohio, 28 are in Columbus, followed by 21 in Cincinnati and 11 in Dublin. ## How do fee-only advisors for $500,000 to $1 million in Ohio charge? The most common fee among fee-only advisors for $500,000 to $1 million in Ohio is a percentage of assets, used by 91% of the 139 with fees on file. Many use more than one: 71% charge fixed fees and 43% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Ohio hold the CFP? 40% of the 139 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Ohio? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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 | |---|---|---|---|---| | [Laurie Licata](https://find.wellspent.co/advisors/laurie-licata.md) | PDS Planning, Inc. | Dublin, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [Rick Spillane](https://find.wellspent.co/advisors/rick-spillane.md) | Spillane Financial Planning, Inc. | Lebanon, Ohio | CFP, CPA | Hourly, Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Andrew Tisler](https://find.wellspent.co/advisors/andrew-tisler.md) | Epic Financial | Hudson, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023.md) | Forward Thinking Wealth Management | Copley, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [James Rice](https://find.wellspent.co/advisors/james-rice.md) | Capital Asset Management | Columbus, Ohio | CFP, ChFC | Percentage of assets | | [David Holwadel](https://find.wellspent.co/advisors/david-holwadel.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Dustin Burkhart](https://find.wellspent.co/advisors/dustin-burkhart.md) | Summit Wealth & Retirement Partners | Westfield Center, Ohio | CFP | Percentage of assets, One-time planning fee | | [Jeffrey Thompson](https://find.wellspent.co/advisors/jeffrey-thompson.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Justin Neuwirt](https://find.wellspent.co/advisors/justin-neuwirt.md) | Neu Wealth Group | New Albany, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Lauren Matthiessen](https://find.wellspent.co/advisors/lauren-matthiessen.md) | LeClair Wealth Partners | Dublin, Ohio | CFP | Percentage of assets, Flat fee or retainer | | [Lindsey Meredith](https://find.wellspent.co/advisors/lindsey-meredith.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Benjamin Hartings](https://find.wellspent.co/advisors/benjamin-hartings.md) | Trinity Financial Advisors | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [Geoffrey Biehn](https://find.wellspent.co/advisors/geoffrey-biehn.md) | Trinity Financial Advisors | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [Sandria Calio](https://find.wellspent.co/advisors/sandria-calio.md) | Providence Financial Services | Rocky River, Ohio | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Stephanie Sandle](https://find.wellspent.co/advisors/stephanie-sandle.md) | Bluestone Private Wealth | Cleveland, Ohio | CFP | Percentage of assets | | [Addison Fluent](https://find.wellspent.co/advisors/addison-fluent.md) | Iron Gate Wealth Advisors | Poland, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Amanda Blankenship](https://find.wellspent.co/advisors/amanda-blankenship.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [Christina Fanourakis](https://find.wellspent.co/advisors/christina-fanourakis.md) | Cornerstone Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [David Massare](https://find.wellspent.co/advisors/david-massare.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [Elizabeth Scheiderer](https://find.wellspent.co/advisors/elizabeth-scheiderer.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [Jeff Rovnak](https://find.wellspent.co/advisors/jeff-rovnak.md) | Signal Tree Financial Partners | Copley, Ohio | CFP | Percentage of assets, Fixed fees | | [Michael Kelley](https://find.wellspent.co/advisors/michael-kelley.md) | Cornerstone Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Kaplan](https://find.wellspent.co/advisors/nicholas-kaplan.md) | Cornerstone Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Roger Southward](https://find.wellspent.co/advisors/roger-southward.md) | Southward Financial Services | Pickerington, Ohio | CFP | Hourly, Ongoing planning fee, Percentage of assets | | [Theodore Winders](https://find.wellspent.co/advisors/theodore-winders.md) | Yarger Wealth Strategies | Westerville, Ohio | CFP, CFA | Percentage of assets, Fixed fees | | [Callie Jacoby](https://find.wellspent.co/advisors/callie-jacoby.md) | Gryphon Financial Partners | Toledo, Ohio | CFP | 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 | | [Christopher Fry](https://find.wellspent.co/advisors/christopher-fry.md) | Capital Asset Management | Columbus, Ohio | | Percentage of assets | | [Ian Hundley](https://find.wellspent.co/advisors/ian-hundley.md) | Gryphon Financial Partners | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Lagusch](https://find.wellspent.co/advisors/jeffrey-lagusch.md) | Gryphon Financial Partners | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Poirier](https://find.wellspent.co/advisors/jennifer-poirier.md) | Gryphon Financial Partners | Toledo, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Shaffer](https://find.wellspent.co/advisors/joshua-shaffer.md) | Trinity Financial Advisors | Columbus, Ohio | CFA | Percentage of assets, Fixed fees | | [Matthew Dunn](https://find.wellspent.co/advisors/matthew-dunn.md) | ARQ Wealth Advisors | Hudson , Ohio | CFA | Percentage of assets, Fixed fees | | [Matthew Oberdorfer](https://find.wellspent.co/advisors/matthew-oberdorfer.md) | Oberdorfer Financial | Gahanan, Ohio | | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Michael Solik](https://find.wellspent.co/advisors/michael-solik.md) | Gryphon Financial Partners | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Swansboro](https://find.wellspent.co/advisors/robert-swansboro.md) | Gryphon Financial Partners | Toledo, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Terry Davis](https://find.wellspent.co/advisors/terry-davis.md) | Gryphon Financial Partners | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Regan](https://find.wellspent.co/advisors/thomas-regan.md) | Gryphon Financial Partners | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas Mackay](https://find.wellspent.co/advisors/douglas-mackay.md) | Broadleaf Partners | Peninsula, Ohio | CFA | Percentage of assets | | [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 | | [Jacob Rieger](https://find.wellspent.co/advisors/jacob-rieger.md) | Vaultis Private Wealth | Cincinnati, Ohio | CFP | Percentage of assets | | [James Evans](https://find.wellspent.co/advisors/james-evans.md) | TTG Financial Inc | Canton, Ohio | CFP | Percentage of assets, Hourly | | [John Meyer](https://find.wellspent.co/advisors/john-meyer-6447590.md) | Meyer Capital Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Matt Hofacre](https://find.wellspent.co/advisors/matt-hofacre.md) | Pay It Forward Financial Planning | Worthington, Ohio | CFP, EA, CRPC, APMA, MSFP | Fixed fees | | [Mitchell Towne](https://find.wellspent.co/advisors/mitchell-towne.md) | LeClair Wealth Partners | Dublin, Ohio | | Percentage of assets, Flat fee or retainer | | [Roman Skurdal](https://find.wellspent.co/advisors/roman-skurdal.md) | Ceva Advisors | Beavercreek, Ohio | | Percentage of assets, Hourly | | [Todd Pouliot](https://find.wellspent.co/advisors/todd-pouliot.md) | Gateway Financial | Northfield, Ohio | | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [William Leuby](https://find.wellspent.co/advisors/william-leuby.md) | Hamilton Capital, LLC | Columbus, Ohio | CFP, CPA, JD | Percentage of assets, Hourly, Fixed fees | | [Alexander Hartzel](https://find.wellspent.co/advisors/alexander-hartzel.md) | Kohmann Bosshard | Akron, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Anthony Calvino](https://find.wellspent.co/advisors/anthony-calvino.md) | Trinity Financial Advisors | Columbus, Ohio | | Percentage of assets, Fixed fees | Showing the first 50 of 139. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).