# One-time financial plans in Ohio > In Ohio, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Joshua Gallogly of Milestones Financial, LLC, Alexander Doll of Anfield Wealth Management and James Davis of Partnership Financial LLC. Page: https://find.wellspent.co/by/one-time-financial-plan/ohio/ 33 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who offer one-time plans in Ohio? In Ohio, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Joshua Gallogly of Milestones Financial, LLC, Alexander Doll of Anfield Wealth Management and James Davis of Partnership Financial LLC. ## How many fee-only advisors who offer one-time plans in Ohio are there? The Wellspent public graph lists 33 fee-only advisors who offer one-time plans in Ohio, at 29 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who offer one-time plans in Ohio located? Of the 33 fee-only advisors who offer one-time plans in Ohio, 9 are in Columbus, followed by 4 in Miami Township and 3 in Cincinnati. ## How do fee-only advisors who offer one-time plans in Ohio charge? All 33 fee-only advisors who offer one-time plans in Ohio with fees on file charge a one-time planning fee. Many use more than one: 58% charge a percentage of assets and 42% charge an ongoing planning fee. ## How many fee-only advisors who offer one-time plans in Ohio hold the CFP? 61% of the 33 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Ohio? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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 | |---|---|---|---|---| | [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly.md) | Milestones Financial, LLC | Columbus, Ohio | CFP, EA | One-time planning fee, Hourly | | [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Dan Amiot](https://find.wellspent.co/advisors/dan-amiot.md) | Wrought Iron Financial, LLC | Canal Fulton, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Ryan Bennett](https://find.wellspent.co/advisors/ryan-bennett.md) | Kelda Wealth Management | Cuyahoga Falls, Ohio | CFP | Percentage of assets, One-time planning fee | | [Chandler Fugate-Laus](https://find.wellspent.co/advisors/chandler-fugate-laus.md) | Moneyfluent | Columbus, Ohio | CFP | One-time planning fee | | [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler.md) | Schuler Wealth Planning LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Jennifer Bush](https://find.wellspent.co/advisors/jennifer-bush.md) | INTENTIONAL WEALTH PARTNERS | Cleveland, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [James Davis](https://find.wellspent.co/advisors/james-davis.md) | Partnership Financial LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Andy Silver](https://find.wellspent.co/advisors/andy-silver.md) | Concordia Wealth Planning, LLC | Columbus, Ohio | CFP | Ongoing planning fee, One-time planning fee | | [Joe Messinger](https://find.wellspent.co/advisors/joe-messinger.md) | Capstone Wealth Partners, LTD | Dublin, Ohio | CFP, ChFC, CLU | Ongoing planning fee, One-time planning fee | | [Chris Kimmet](https://find.wellspent.co/advisors/chris-kimmet.md) | Aptus Financial | Columbus, Ohio | CFP | Subscription, One-time 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 | | [Bob Buehler](https://find.wellspent.co/advisors/bob-buehler.md) | FirstTen Financial | Columbus, Ohio | CPA, ChFC | One-time planning fee | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5169351.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Jansen Davidson](https://find.wellspent.co/advisors/jansen-davidson.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [John Payne](https://find.wellspent.co/advisors/john-payne-6112347.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Dave Moerlein](https://find.wellspent.co/advisors/dave-moerlein.md) | Belay Finance | Cincinnati, Ohio | MBA, MS | One-time planning fee, Hourly | | [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 | | [Max Heintz](https://find.wellspent.co/advisors/max-heintz.md) | MFH Financial Services | Dayton, Ohio | CFP | Hourly, Percentage of assets, One-time planning fee | | [Robert Maher](https://find.wellspent.co/advisors/robert-maher.md) | Virgil Wealth Advisory | Cincinnati, Ohio | CFA | Percentage of assets, One-time planning fee | | [Alexander Benson](https://find.wellspent.co/advisors/alexander-benson.md) | Birchcreek Wealth Management | Miami Township, Ohio | | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Alexander Doll](https://find.wellspent.co/advisors/alexander-doll.md) | Anfield Wealth Management | Cleveland, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Christopher Oberholzer](https://find.wellspent.co/advisors/christopher-oberholzer.md) | Infinity Wealth Counsel | Loveland, Ohio | CFP | One-time planning fee, Percentage of assets | | [Matthew Oberholzer](https://find.wellspent.co/advisors/matthew-oberholzer.md) | Infinity Wealth Counsel | Loveland, Ohio | CFP | One-time planning fee, Percentage of assets | | [Tyler Purcell](https://find.wellspent.co/advisors/tyler-purcell.md) | Balance Wealth | Columbus, Ohio | | Percentage of assets, One-time planning fee, Monthly retainer, Subscription | | [Emily DeBlase](https://find.wellspent.co/advisors/emily-deblase.md) | Organic Wealth | Columbus, Ohio | ChFC | Ongoing planning fee, One-time planning fee | | [Jake Mossing](https://find.wellspent.co/advisors/jake-mossing.md) | Annuity Answers | Toledo, Ohio | CFA | Percentage of assets, One-time planning fee | | [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 | | [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 | | [Michael Kostelnik](https://find.wellspent.co/advisors/michael-kostelnik.md) | Family Life Financial Planning | Mentor, Ohio | | Percentage of assets, Hourly, One-time planning fee, Flat fee or retainer | | [Robert Chester](https://find.wellspent.co/advisors/robert-chester.md) | Chester Financial Services | Fredericktown, Ohio | | One-time planning fee | | [Joshua Dandurand](https://find.wellspent.co/advisors/joshua-dandurand.md) | Walden Financial | Granville, Ohio | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Kelsey Burke](https://find.wellspent.co/advisors/kelsey-burke.md) | Apricity Financial Planning | Whitehouse, Ohio | | Ongoing planning fee, One-time planning fee | ## 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).