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Wellspent public graph/Locations/United States/Ohio
United States

Fee-only advisors in Ohio

Fee-only advisors in Cincinnati, Columbus and Dublin, plus 119 other cities.

What fee-only financial advisors charge in Ohio

By the numbers

The Wellspent public graph lists 878 fee-only financial advisors serving Ohio at 390 firms, most in Cincinnati, Columbus and Dublin. 42% hold the CFP certification. Of the 877 with fees on file, 93% charge percentage of assets.

Advisors listed
878
Firms
390
Cities
123
Hold the CFP
42%
  • Other credentials: CFA 9% · CPA 1% · EA 1%
  • How they charge (of 877 with fees on file): percentage of assets 93% · fixed fees 69% · hourly 46% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Ohio (878)

Fee-only advisors serving Ohio: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. F2 Wealth Cincinnati CFP Percentage of assets, Flat fee or retainer
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
Adam Koos Libertas Wealth Management Group Inc Columbus CEPA, CFP, CMT Percentage of assets, Flat fee or retainer
Sara Young Live and Give Financial LLC Cincinnati CFP Flat fee or retainer, Ongoing planning fee
Andrew Damcevski AJD Wealth Management Cincinnati CFP Percentage of assets
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
Debbie Price Price Planning, LLC Powell CFP, CPA, JD Hourly, Ongoing planning fee
Jason Demland Demland Wealth Defiance CFP Flat fee or retainer, Ongoing planning fee
Laurie Licata PDS Planning, Inc. Dublin CFP Flat fee or retainer, Ongoing planning fee
Ryan Bennett Kelda Wealth Management Cuyahoga Falls CFP Percentage of assets, One-time planning fee
Cameron Brady Michael Brady & Co., LLC Westlake CFP, MBA Percentage of assets
Case Belger rebel Financial Groveport AIF, CFP, ChFC, CLU Percentage of assets, Hourly
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
Chris Ward EntryPoint Wealth Management Cincinnati CFP Percentage of assets, Hourly
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
John Bovard Incline Wealth Advisors Cleves CFP Percentage of assets, Fixed fees
Kimberly Wirtz John E. Sestina and Company Columbus CFP Percentage of assets, Ongoing planning fee
Liz Griffiths Intera Financial Planners LLC Avon Lake CFP Percentage of assets, Ongoing planning fee
Matt Garasic Unrivaled Wealth Management Salem CFP Percentage of assets
Matt Will Wealth Accel LLC Dayton CFP Percentage of assets, Fixed fees
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
James Davis Partnership Financial LLC Columbus CFP Flat fee or retainer, Ongoing planning fee
Jim Kilgore Buckeye Wealth Partners, LLC Dayton CFP Percentage of assets, Hourly
Ryan Weiser Weiser Financial Planning LLC Lewis Center CASL, CDFA, CFP, ChFC Percentage of assets, Ongoing planning fee
Andy Silver Concordia Wealth Planning, LLC Columbus CFP Ongoing planning fee, One-time planning fee
Curtis Bailey Quiet Wealth Management Cincinnati CFP, CFA, EA, CRPC Flat fee or retainer
Douglas Lynch Lynch Financial Group LLC Dublin CFA, CFP, CPA Percentage of assets, Hourly
Joe Messinger Capstone Wealth Partners, LTD Dublin CFP, ChFC, CLU Ongoing planning fee, One-time planning fee
Kristen Moosmiller NorthAvenue Financial Advocates Columbus CFP, MSPFP Fixed fees
Lori Eisel Arcadia Financial Partners Pickerington CDFA, CFP, EA, MS Hourly, Flat fee or retainer
Paul Pfeiffer NorthPoint Financial Planning LLC Maineville CFP, MBA Percentage of assets, Hourly
Ryan Bayonnet Hyland Wealth Management Green CFP, MSFP Percentage of assets, Hourly
Shawn Ballinger Columbus Street Financial Planning Dublin CFP Flat fee or retainer
William Whitaker Vawter Financial Columbus CFP, MS Percentage of assets, Hourly
Andrew Kerns Accountable Financial Planning LLC Westerville CFP Flat fee or retainer, Ongoing 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
David Wiedmeyer KLD Wealth Management Lebanon CFP Hourly
Susan Pack Pomeroy Financial Planning, LLC Cincinnati CFP, CKA, CPA/PFS, CPA Hourly, Fixed fees
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
Brian Jaros Ville Wealth Management Avon Lake CFP Percentage of assets
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

Firms headquartered in Ohio (337)

All 337 firms in Ohio