Virtual financial advisors in Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Rick Spillane Spillane Financial Planning, Inc., Lebanon Holds the CFP and CPA. Fees on file: hourly, percentage of assets.
- Joshua Gallogly Milestones Financial, LLC, Columbus Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Gage Paul Western Reserve Capital Management, LLC, New Philadelphia Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Dean Schuler Schuler Wealth Planning LLC, Columbus Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Daniel Johnson Birchcreek Wealth Management, Miami Township Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Lauren Matthiessen LeClair Wealth Partners, Dublin Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 46
- Firms
- 28
- Cities
- 19
- Hold the CFP
- 61%
- Other credentials: CFA 7% · CPA 2% · EA 4%
- How they charge (of 46 with fees on file): percentage of assets 76% · hourly 43% · fixed fees 41% · flat fee or retainer 37%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 46 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 |
| 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 |
| Jason Demland | Demland Wealth | Defiance | CFP | Flat fee or retainer, Ongoing 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 |
| Liz Griffiths | Intera Financial Planners LLC | Avon Lake | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Ryan Weiser | Weiser Financial Planning LLC | Lewis Center | CASL, CDFA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Shawn Ballinger | Columbus Street Financial Planning | Dublin | CFP | Flat fee or retainer |
| David Wiedmeyer | KLD Wealth Management | Lebanon | CFP | Hourly |
| Andrew Tisler | Epic Financial | Hudson | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Daniel Johnson | Forward Thinking Wealth Management | Copley | CFP | Flat fee or retainer, Ongoing planning fee |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Steven Hengehold | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Jacob Kipi | Kipi Financial Planning | Columbus | CFP | Percentage of assets |
| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Michael Hengehold | HCM Wealth Advisors | Cincinnati | PFS | Percentage of assets, Fixed fees |
| Shengde Liu | Access Wealth Group | Powell | CFA | Percentage of assets, Hourly |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Todd Pouliot | Gateway Financial | Northfield | Not listed | Flat fee or retainer, Ongoing planning fee |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Ryan Retcher | Access Wealth Group | Dublin | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Steve Schaefer | Eagle Eye Advisory | Westerville | Not listed | Percentage of assets |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |
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