| Daniel Johnson | Forward Thinking Wealth Management | Copley | CFP | Flat fee or retainer, Ongoing planning fee |
| Dave Moerlein Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation. | Belay Finance | Cincinnati | MBA, MS | One-time planning fee, 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 |
| Aileen Bost | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Amy Lorius | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| 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 |
| Bryan Costin | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Christopher Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Christopher Schumacher | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| David Holwadel | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Dennis Coon | Transcend Wealth | Woodmere | CFP | Percentage of assets |
| Douglas Ambrose | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Dustin Burkhart | Summit Wealth & Retirement Partners | Westfield Center | CFP | Percentage of assets, One-time planning fee |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jeffrey Thompson | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| John Loveday | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jonathan Roby | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Kevin McPeek | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Lauren Maclaren | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| 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 |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Max Heintz | MFH Financial Services | Dayton | CFP | Hourly, Percentage of assets |
| Meghan Mader | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Michael Andrews | Andrews Advisors | Uniontown | CFP | Percentage of assets, Fixed fees |
| Michael Baker | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Penny Wasem | Lifetime Financial Planning Solutions | Lancaster | CFP, PFS | Hourly |
| Peter Franz | Journey Wealth | Cleveland | CFP, CFA | Percentage of assets, Fixed fees |
| Pierre Bigby | Bigby Financial Planning, LLC. | Lewis Center | CFP | Percentage of assets, Hourly |
| Richard Fein | Fein Advisor | Cincinnati | CFP | Flat fee or retainer |
| Robert Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Ryan Leary | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |