Advisors for $500,000 to $1 million in Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Rick Spillane Spillane Financial Planning, Inc., Lebanon Holds the CFP and CPA. Fees on file: hourly, percentage of assets.
- Andrew Federico Financial Freedom, Cincinnati Holds the CFP and CFA. 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.
- William Leuby Hamilton Capital, LLC, Columbus Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Matt Hofacre Pay It Forward Financial Planning, Worthington Holds the CFP and EA. Fees on file: fixed fees.
- Hannah Fitzpatrick Summit Financial Strategies, Inc., Columbus Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 139
- Firms
- 63
- Cities
- 39
- Hold the CFP
- 40%
- Other credentials: CFA 11% · CPA 1% · EA 1%
- How they charge (of 139 with fees on file): percentage of assets 91% · fixed fees 71% · hourly 43% · performance-based fees 11%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 139 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Laurie Licata | PDS Planning, Inc. | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Rick Spillane | Spillane Financial Planning, Inc. | Lebanon | CFP, CPA | Hourly, Percentage of assets |
| Andrew Tisler | Epic Financial | Hudson | CFP | Percentage of assets, Ongoing planning fee |
| Daniel Johnson | Forward Thinking Wealth Management | Copley | CFP | Flat fee or retainer, Ongoing planning fee |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| David Holwadel | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Dustin Burkhart | Summit Wealth & Retirement Partners | Westfield Center | CFP | Percentage of assets, One-time planning fee |
| Jeffrey Thompson | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Lindsey Meredith | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Benjamin Hartings | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Geoffrey Biehn | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Stephanie Sandle | Bluestone Private Wealth | Cleveland | CFP | Percentage of assets |
| Addison Fluent | Iron Gate Wealth Advisors | Poland | CFP | Percentage of assets, Hourly |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Roger Southward | Southward Financial Services | Pickerington | CFP | Hourly, Ongoing planning fee |
| Theodore Winders | Yarger Wealth Strategies | Westerville | CFP, CFA | Percentage of assets, Fixed fees |
| Callie Jacoby | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Carol Clark | OnCenter Financial Advisors | Beachwood | CFA | Percentage of assets, Hourly |
| Christopher Fry | Capital Asset Management | Columbus | Not listed | Percentage of assets |
| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jennifer Poirier | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Joshua Shaffer | Trinity Financial Advisors | Columbus | CFA | Percentage of assets, Fixed fees |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Solik | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Robert Swansboro | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Terry Davis | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Thomas Regan | Gryphon Financial Partners | Cincinnati | CFP | Percentage of assets, Hourly |
| Douglas Mackay | Broadleaf Partners | Peninsula | CFA | Percentage of assets |
| Hannah Fitzpatrick | Summit Financial Strategies, Inc. | Columbus | CFP, ChFC, BS, JD | Percentage of assets |
| Jacob Rieger | Vaultis Private Wealth | Cincinnati | CFP | Percentage of assets |
| James Evans | TTG Financial Inc | Canton | CFP | Percentage of assets, Hourly |
| John Meyer | Meyer Capital Management | Cincinnati | CFP | Percentage of assets |
| Matt Hofacre | Pay It Forward Financial Planning | Worthington | CFP, EA, CRPC, APMA | Fixed fees |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Todd Pouliot | Gateway Financial | Northfield | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Leuby | Hamilton Capital, LLC | Columbus | CFP, CPA, JD | Percentage of assets, Hourly |
| Alexander Hartzel | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Anthony Calvino | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
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