# Virtual financial advisors in Ohio > In Ohio, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Joshua Gallogly of Milestones Financial, LLC and Gage Paul of Western Reserve Capital Management, LLC. Page: https://find.wellspent.co/by/virtual-financial-advisors/ohio/ 46 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in Ohio? In Ohio, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Joshua Gallogly of Milestones Financial, LLC and Gage Paul of Western Reserve Capital Management, LLC. ## How many fee-only advisors who work with clients virtually in Ohio are there? The Wellspent public graph lists 46 fee-only advisors who work with clients virtually in Ohio, at 28 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Ohio located? Of the 46 fee-only advisors who work with clients virtually in Ohio, 10 are in Cincinnati, followed by 5 in Columbus and 5 in Dublin. ## How do fee-only advisors who work with clients virtually in Ohio charge? The most common fee among fee-only advisors who work with clients virtually in Ohio is a percentage of assets, used by 76% of the 46 with fees on file. Many use more than one: 43% charge by the hour and 41% charge fixed fees. ## How many fee-only advisors who work with clients virtually in Ohio hold the CFP? 61% of the 46 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Ohio? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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 | | [Brian Tegtmeyer](https://find.wellspent.co/advisors/brian-tegtmeyer.md) | Truly Prosper Financial Planning | Dublin, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [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 | | [Jason Demland](https://find.wellspent.co/advisors/jason-demland.md) | Demland Wealth | Defiance, Ohio | CFP | Flat fee or retainer, Ongoing 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 | | [Liz Griffiths](https://find.wellspent.co/advisors/liz-griffiths.md) | Intera Financial Planners LLC | Avon Lake, Ohio | CFP | Percentage of assets, Ongoing planning fee | | [Nathan Swab](https://find.wellspent.co/advisors/nathan-swab.md) | Alexander Financial Planning, Inc. | Columbus, Ohio | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee | | [Rick Spillane](https://find.wellspent.co/advisors/rick-spillane.md) | Spillane Financial Planning, Inc. | Lebanon, Ohio | CFP, CPA | Hourly, Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Gage Paul](https://find.wellspent.co/advisors/gage-paul.md) | Western Reserve Capital Management, LLC | New Philadelphia, Ohio | CFP, EA, RICP | Percentage of assets, Hourly, Fixed fees | | [Ryan Weiser](https://find.wellspent.co/advisors/ryan-weiser.md) | Weiser Financial Planning LLC | Lewis Center, Ohio | CASL, CDFA, CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee | | [Shawn Ballinger](https://find.wellspent.co/advisors/shawn-ballinger.md) | Columbus Street Financial Planning | Dublin, Ohio | CFP | Flat fee or retainer | | [David Wiedmeyer](https://find.wellspent.co/advisors/david-wiedmeyer.md) | KLD Wealth Management | Lebanon, Ohio | CFP | Hourly | | [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 | | [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 | | [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [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 | | [Stacia Bearden](https://find.wellspent.co/advisors/stacia-bearden.md) | Wurz Financial Services | Holland, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023.md) | Forward Thinking Wealth Management | Copley, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [Lauren Matthiessen](https://find.wellspent.co/advisors/lauren-matthiessen.md) | LeClair Wealth Partners | Dublin, Ohio | CFP | Percentage of assets, Flat fee or retainer | | [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 | | [Gregory Middendorf](https://find.wellspent.co/advisors/gregory-middendorf.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jake Butcher](https://find.wellspent.co/advisors/jake-butcher.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Eutsler](https://find.wellspent.co/advisors/james-eutsler.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Matthew Calme](https://find.wellspent.co/advisors/matthew-calme.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Steven Hengehold](https://find.wellspent.co/advisors/steven-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Travis Wurz](https://find.wellspent.co/advisors/travis-wurz.md) | Wurz Financial Services | Holland, Ohio | | Percentage of assets, Hourly, Subscription, Fixed fees | | [Jacob Kipi](https://find.wellspent.co/advisors/jacob-kipi.md) | Kipi Financial Planning | Columbus, Ohio | CFP | Percentage of assets | | [Douglas Johnson](https://find.wellspent.co/advisors/douglas-johnson.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Michael Hengehold](https://find.wellspent.co/advisors/michael-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | PFS | Percentage of assets, Fixed fees | | [Shengde Liu](https://find.wellspent.co/advisors/shengde-liu.md) | Access Wealth Group | Powell, Ohio | CFA | Percentage of assets, Hourly | | [Erin Maynard](https://find.wellspent.co/advisors/erin-maynard.md) | Shuttleworth & Company | Powell, Ohio | ChFC | Percentage of assets, Fixed fees | | [Matthew Freiburger](https://find.wellspent.co/advisors/matthew-freiburger.md) | Shuttleworth & Company | Powell, Ohio | CFA | Percentage of assets, Fixed fees | | [Mitchell Towne](https://find.wellspent.co/advisors/mitchell-towne.md) | LeClair Wealth Partners | Dublin, Ohio | | Percentage of assets, Flat fee or retainer | | [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 | | [Casey Boland](https://find.wellspent.co/advisors/casey-boland.md) | HCM Wealth Advisors | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [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 | | [Ryan Retcher](https://find.wellspent.co/advisors/ryan-retcher.md) | Access Wealth Group | Dublin, Ohio | | Percentage of assets, Hourly | | [Danny Colburn](https://find.wellspent.co/advisors/danny-colburn.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Edward Daniels](https://find.wellspent.co/advisors/edward-daniels.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Paul Chapman](https://find.wellspent.co/advisors/paul-chapman.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Robert Gabel](https://find.wellspent.co/advisors/robert-gabel.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Steve Schaefer](https://find.wellspent.co/advisors/steve-schaefer.md) | Eagle Eye Advisory | Westerville, Ohio | | Percentage of assets | | [Matthew Taub](https://find.wellspent.co/advisors/matthew-taub.md) | Taub Investment Planning Services | Beachwood, Ohio | | Percentage of assets, Hourly, Fixed fees | ## 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).