Advisors for under $500,000 in Ohio
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Curtis Bailey of Quiet Wealth Management, Douglas Lynch of Lynch Financial Group LLC and Case Belger of rebel Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Curtis Bailey Quiet Wealth Management, Cincinnati Holds the CFP, CFA and EA. Fees on file: flat fee or retainer.
- Douglas Lynch Lynch Financial Group LLC, Dublin Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Case Belger rebel Financial, Groveport Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Jason Eliason Waller Financial Planning Group, Columbus Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Gage Paul Western Reserve Capital Management, LLC, New Philadelphia Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Matthew Daniel Columbus Wealth Management, Dublin Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 540
- Firms
- 262
- Cities
- 99
- Hold the CFP
- 45%
- Other credentials: CFA 7% · CPA 0% · EA 1%
- How they charge (of 540 with fees on file): percentage of assets 95% · fixed fees 71% · hourly 51% · ongoing planning fee 6%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Ohio are there?
The Wellspent public graph lists 540 fee-only advisors for under $500,000 in Ohio, at 262 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Ohio located?
Of the 540 fee-only advisors for under $500,000 in Ohio, 115 are in Cincinnati, followed by 86 in Columbus and 34 in Dublin.
How do fee-only advisors for under $500,000 in Ohio charge?
The most common fee among fee-only advisors for under $500,000 in Ohio is a percentage of assets, used by 95% of the 540 with fees on file. Many use more than one: 71% charge fixed fees and 51% charge by the hour.
How many fee-only advisors for under $500,000 in Ohio hold the CFP?
45% of the 540 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Ohio?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 540 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Adam Koos | Libertas Wealth Management Group Inc | Columbus | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| Sara Young | Live and Give Financial LLC | Cincinnati | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Brian Tegtmeyer | Truly Prosper Financial Planning | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Dan Amiot | Wrought Iron Financial, LLC | Canal Fulton | CFP | Percentage of assets, Ongoing planning fee |
| Jason Demland | Demland Wealth | Defiance | CFP | Flat fee or retainer, Ongoing planning fee |
| Cameron Brady | Michael Brady & Co., LLC | Westlake | CFP, MBA | Percentage of assets |
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Dean Schuler | Schuler Wealth Planning LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Jennifer Bush | INTENTIONAL WEALTH PARTNERS | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| John Bovard | Incline Wealth Advisors | Cleves | CFP | Percentage of assets, Fixed fees |
| Kimberly Wirtz | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Liz Griffiths | Intera Financial Planners LLC | Avon Lake | CFP | Percentage of assets, Ongoing planning fee |
| Matt Garasic | Unrivaled Wealth Management | Salem | CFP | Percentage of assets |
| Matt Will | Wealth Accel LLC | Dayton | CFP | Percentage of assets, Fixed fees |
| Nathan Swab | Alexander Financial Planning, Inc. | Columbus | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee |
| Gage Paul | Western Reserve Capital Management, LLC | New Philadelphia | CFP, EA, RICP | Percentage of assets, Hourly |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| Ryan Weiser | Weiser Financial Planning LLC | Lewis Center | CASL, CDFA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Andy Silver | Concordia Wealth Planning, LLC | Columbus | CFP | Ongoing planning fee, One-time planning fee |
| Curtis Bailey | Quiet Wealth Management | Cincinnati | CFP, CFA, EA, CRPC | Flat fee or retainer |
| Douglas Lynch | Lynch Financial Group LLC | Dublin | CFA, CFP, CPA | Percentage of assets, Hourly |
| Joe Messinger | Capstone Wealth Partners, LTD | Dublin | CFP, ChFC, CLU | Ongoing planning fee, One-time planning fee |
| Kristen Moosmiller | NorthAvenue Financial Advocates | Columbus | CFP, MSPFP | Fixed fees |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| Ryan Bayonnet | Hyland Wealth Management | Green | CFP, MSFP | Percentage of assets, Hourly |
| Shawn Ballinger | Columbus Street Financial Planning | Dublin | CFP | Flat fee or retainer |
| William Whitaker | Vawter Financial | Columbus | CFP, MS | Percentage of assets, Hourly |
| David Wiedmeyer | KLD Wealth Management | Lebanon | CFP | Hourly |
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Darren Wurz | Wurz Financial Services | Cincinnati | CFP | Percentage of assets, Hourly |
| Stacia Bearden | Wurz Financial Services | Holland | CFP | Percentage of assets, Hourly |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Matthew Daniel | Columbus Wealth Management | Dublin | CFA, CFP | Percentage of assets, Hourly |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Benjamin Dobler | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Chanley Christman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
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