One-time financial plans in Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joshua Gallogly Milestones Financial, LLC, Columbus Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Alexander Doll Anfield Wealth Management, Cleveland Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- James Davis Partnership Financial LLC, Columbus Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Christopher Oberholzer Infinity Wealth Counsel, Loveland Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Joe Messinger Capstone Wealth Partners, LTD, Dublin Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Jake Mossing Annuity Answers, Toledo Holds the CFA. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 33
- Firms
- 29
- Cities
- 18
- Hold the CFP
- 61%
- Other credentials: CFA 6% · CPA 3% · EA 3%
- How they charge (of 33 with fees on file): one-time planning fee 100% · percentage of assets 58% · ongoing planning fee 42% · flat fee or retainer 33%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Sara Young | Live and Give Financial LLC | Cincinnati | CFP | Flat fee or retainer, Ongoing planning fee |
| Dan Amiot | Wrought Iron Financial, LLC | Canal Fulton | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Bennett | Kelda Wealth Management | Cuyahoga Falls | CFP | Percentage of assets, One-time planning fee |
| 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 |
| 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 |
| James Davis | Partnership Financial LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Andy Silver | Concordia Wealth Planning, LLC | Columbus | CFP | Ongoing planning fee, One-time planning fee |
| Joe Messinger | Capstone Wealth Partners, LTD | Dublin | CFP, ChFC, CLU | Ongoing planning fee, One-time 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 |
| 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 |
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| Dustin Burkhart | Summit Wealth & Retirement Partners | Westfield Center | CFP | Percentage of assets, One-time planning fee |
| Max Heintz | MFH Financial Services | Dayton | CFP | Hourly, Percentage of assets |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Matthew Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. | Annuity Answers | Toledo | CFA | Percentage of assets, One-time planning fee |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Todd Pouliot | Gateway Financial | Northfield | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Robert Chester | Chester Financial Services | Fredericktown | Not listed | One-time planning fee |
| Joshua Dandurand | Walden Financial | Granville | Not listed | Percentage of assets, One-time planning fee |
| Kelsey Burke | Apricity Financial Planning | Whitehouse | Not listed | Ongoing planning fee, One-time planning fee |
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