Flat-fee financial advisors in Ohio
How do I find fee-only advisors who charge flat or fixed fees in Ohio?
In Ohio, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Curtis Bailey of Quiet Wealth Management, Douglas Lynch of Lynch Financial Group LLC and Rick Spillane of Spillane Financial Planning, Inc..
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.
- Rick Spillane Spillane Financial Planning, Inc., Lebanon Holds the CFP and CPA. Fees on file: hourly, percentage of assets.
- Lori Eisel Arcadia Financial Partners, Pickerington Holds the CFP and EA. Fees on file: hourly, flat fee or retainer.
- Joshua Gallogly Milestones Financial, LLC, Columbus Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Debbie Price Price Planning, LLC, Powell Holds the CFP and CPA. Fees on file: hourly, ongoing planning fee.
By the numbers
- Advisors listed
- 701
- Firms
- 304
- Cities
- 110
- Hold the CFP
- 45%
- Other credentials: CFA 8% · CPA 1% · EA 1%
- How they charge (of 701 with fees on file): percentage of assets 92% · fixed fees 86% · hourly 49% · 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
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Ohio are there?
The Wellspent public graph lists 701 fee-only advisors who charge flat or fixed fees in Ohio, at 304 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in Ohio located?
Of the 701 fee-only advisors who charge flat or fixed fees in Ohio, 140 are in Cincinnati, followed by 127 in Columbus and 44 in Dublin.
How do fee-only advisors who charge flat or fixed fees in Ohio charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Ohio is a percentage of assets, used by 92% of the 701 with fees on file. Many use more than one: 86% charge fixed fees and 49% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Ohio hold the CFP?
45% of the 701 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Ohio?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 701 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 |
| Joshua Gallogly Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts. | Milestones Financial, LLC | Columbus | CFP, EA | One-time planning fee, Hourly |
| 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 |
| Debbie Price | Price Planning, LLC | Powell | CFP, CPA, JD | Hourly, Ongoing planning fee |
| Jason Demland | Demland Wealth | Defiance | CFP | Flat fee or retainer, Ongoing planning fee |
| Laurie Licata | PDS Planning, Inc. | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Ryan Bennett | Kelda Wealth Management | Cuyahoga Falls | CFP | Percentage of assets, One-time 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 |
| Chandler Fugate-Laus Six-month comprehensive planning that helps burned-out Millennials use their money to create breathing room and long-term security. | Moneyfluent | Columbus | CFP | One-time planning fee |
| 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 |
| Rick Spillane | Spillane Financial Planning, Inc. | Lebanon | CFP, CPA | Hourly, Percentage of assets |
| Gage Paul | Western Reserve Capital Management, LLC | New Philadelphia | CFP, EA, RICP | Percentage of assets, Hourly |
| James Davis | Partnership Financial LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Lori Eisel | Arcadia Financial Partners | Pickerington | CDFA, CFP, EA, MS | Hourly, Flat fee or retainer |
| 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 |
| Andrew Kerns | Accountable Financial Planning LLC | Westerville | CFP | Flat fee or retainer, Ongoing planning fee |
| Chris Kimmet Planning for physicians and other professionals, covering cash flow, tax-efficient investing, college savings and equity compensation. | Aptus Financial | Columbus | CFP | Subscription, One-time planning fee |
| David Wiedmeyer | KLD Wealth Management | Lebanon | CFP | Hourly |
| Susan Pack | Pomeroy Financial Planning, LLC | Cincinnati | CFP, CKA, CPA/PFS, CPA | Hourly, Fixed fees |
| Andrew Tisler | Epic Financial | Hudson | CFP | Percentage of assets, Ongoing planning fee |
| Bob Buehler Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive. | FirstTen Financial | Columbus | CPA, ChFC | One-time planning fee |
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Darren Wurz | Wurz Financial Services | Cincinnati | CFP | Percentage of assets, Hourly |
| 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 |
| Stacia Bearden | Wurz Financial Services | Holland | CFP | Percentage of assets, Hourly |
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