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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
Matthew Taub Taub Investment Planning Services Beachwood Not listed Percentage of assets, Hourly
Michael Perry Sims Investment Management Cincinnati Not listed Percentage of assets, Hourly
Michael Rhinehart Tenacity Private Wealth Powell Not listed Percentage of assets, Hourly
Nicholas Schubeler The Private Investment Group Kettering Not listed Percentage of assets, Fixed fees
Patrick Jones Sims Investment Management Cincinnati Not listed Percentage of assets, Hourly
Razmig Pounardjian Woodland Wealth Partners Pepper Pike Not listed Percentage of assets
Ryan Atkins Sims Investment Management Cincinnati Not listed Percentage of assets, Hourly
Timothy Davis Kleinfelder Capital Cincinnati Not listed Percentage of assets, Hourly
Timothy Meyer Meyer Capital Management Cincinnati Not listed Percentage of assets
William Justice Sims Investment Management Cincinnati Not listed Percentage of assets, Hourly
Aaron Simpson Alpha Planning and Financial Services Solon CFP, ChFC Percentage of assets, Hourly
Aaron Vaughn Defiant Financial Services Westlake CFP Percentage of assets, Hourly
Adam Edwards PEB Capital Management Columbus CFP Percentage of assets, Hourly
Adam Morton Constellation Wealth Advisors Cincinnati CFP Percentage of assets, Subscription
Adam Philipp Philipp Capital Advisors Shaker Heights CFP Percentage of assets, Hourly
Allen Osgood Financial Freedom Cincinnati CFP Percentage of assets, Hourly
Allen Weaver Elevation Financial Partners Westerville CFP Percentage of assets
Amanda Crighton Rabe Investment Consulting Group Richfield CFP Percentage of assets
Andrew Federico Financial Freedom Cincinnati CFP, CFA Percentage of assets, Hourly
Andrew Ferraro Ferraro Wealth Management Dublin CFP Percentage of assets, Fixed fees
Andrew Potosky PDS Planning Dublin CFP Fixed fees
Anna Pfaehler Constellation Wealth Advisors Cincinnati CFP Percentage of assets, Subscription
Annalisa Sporrong Frazier Financial Advisors Columbus CFP Percentage of assets, Hourly
Anne Zavaglia Beacon Hill Investment Advisory Dublin CFP Percentage of assets, Hourly
Anthony Payne John E. Sestina and Company Columbus CFP Percentage of assets, Fixed fees
Barry Jamieson Rebel Financial Groveport CFP Percentage of assets, Hourly
Benjamin Linser Family Wealth Advisory Group Cincinnati CFP Percentage of assets, Fixed fees
Brad Schueler Fiduciary Wealth Group Cincinnati CFP Percentage of assets, Hourly
Brent Gargano National Wealth Management Group Cincinnati CFP Percentage of assets, Hourly
Brian Hughes Hughes Financial Group Perrysburg CFP Percentage of assets, Hourly
Brian Walker Monetary Solutions Dayton CFP, PFS Percentage of assets, Hourly
Bud Lavery Capstone Wealth Partners Dublin CFP Percentage of assets, Fixed fees
Cameron Uttley John E. Sestina and Company Columbus CFP Percentage of assets, Fixed fees
Carter Gerlach Windsor Advisory Group Columbus CFP Percentage of assets, Fixed fees
Cheryl Rose Constellation Wealth Advisors Cincinnati CFP, CFA Percentage of assets, Subscription
Christina Povenmire Rebel Financial Groveport CFP Percentage of assets, Hourly
Christopher Copploe G. Earl Mowrey & Youngstown CFP Percentage of assets, Fixed fees
Chrysantha Clark Chrys Financial Planning Wyoming CFP Percentage of assets, Hourly
Clare Fazackerley 1taxfinancial Cincinnati CFP Hourly
Cory Davenport The Davenport Financial Group Dayton CFP Percentage of assets, Fixed fees
Craig Constantinovich John E. Sestina and Company Columbus CFP Percentage of assets, Fixed fees
Craig Novosel-Johnson Wealthought Upper Arlington CFP Percentage of assets, Hourly
Daniel Bussone Dean Financial Advisory, LLC. Cincinnati CFP Percentage of assets, Hourly
Daniel Mick Ridgeline Wealth Planning Centerville CFP Percentage of assets, Hourly
Daniel O'Connell Bullrock Capital Dublin CFP Percentage of assets, Fixed fees
Daniel Souders Souders Financial Advisors Cincinnati CFP Percentage of assets, Fixed fees
Danielle Seurkamp Well Spent Wealth Planning Loveland CFP Percentage of assets, Fixed fees
David Kirkey Kirkey & CO. Financial Advisors Hilliard CFP Percentage of assets, Hourly
Dawn Kramer Eubel Brady & Suttman Miamisburg CFP Percentage of assets, Performance-based fees
Derrick Schuler Schuler Wealth Planning Powell CFP Percentage of assets, Hourly

Firms headquartered in Ohio (337)

All 337 firms in Ohio