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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
Diana Palmer Family Financial Planning Cortland CFP Percentage of assets, Hourly
Douglas Kinsey Artifex Financial Group Oakwood CFP Percentage of assets, Hourly
Douglas Mansager Lindahl & Mansager Fairlawn CFP Percentage of assets
Dustin Beam Pathways Wealth Management Tipp City CFP Percentage of assets
Egan Rosell Eubel Brady & Suttman Miamisburg CFP Percentage of assets, Performance-based fees
Elizabeth Griffiths Intera Financial Planners Avon Lake CFP Hourly, Fixed fees
Elizabeth Li Ehmli Investment Advisors Dayton CFP Percentage of assets, Hourly
Emily Rose Constellation Wealth Advisors Cincinnati CFP Percentage of assets, Subscription
Eric Hamberg RIK Saylor Financial Fairfield CFP Percentage of assets, Hourly
Frederick Gartenlaub Sound Asset Management Mason CFP Percentage of assets, Hourly
Gary Vawter Vawter Financial Columbus CFP, ChFC Percentage of assets, Hourly
George Mowrey G. Earl Mowrey & Youngstown CFP Percentage of assets, Fixed fees
Jacob Hrusovsky Personal Financial Advisors Pickerington CFP Percentage of assets
James Rogers PDS Planning Dublin CFP Fixed fees
James Sexton Western Reserve Capital Management Hudson CFP Percentage of assets, Hourly
James Unger DBK Financial Counsel Cuyahoga Falls CFP, ChFC Percentage of assets, Fixed fees
Jamie Menges PDS Planning Dublin CFP Fixed fees
Jared Walsh Reservoir Wealth Management Lima CFP Percentage of assets, Hourly
Jason Schmitt Jacobson & Schmitt Advisors Montgomery CFP Percentage of assets, Fixed fees
Jay McClellan Cornerstone Asset Management Services Broadview Heights CFP Percentage of assets, Hourly
Jeffrey Foster Retirement Strategies Dublin CFP Percentage of assets, Hourly
Jeffrey Wenger Wrenne Financial Planning North Canton CFP Fixed fees
Jeffrey Zimmerman Zimmerman Capital Management Salem CFP Percentage of assets, Hourly
Jeffry Hamilton Roscoe Financial Coshocton CFP Percentage of assets, Hourly
Jeremy Royer Kirkey & CO. Financial Advisors Hilliard CFP Percentage of assets, Hourly
Jerry Snyder Retirement Strategies Dublin CFP Percentage of assets, Hourly
Joey Flinner Landing Point Financial Group Avon CFP Percentage of assets, Fixed fees
John Davidson Kyleshill Financial Planning Columbus CFP Percentage of assets, Fixed fees
John Dexter Trinity Wealth Management Cincinnati CFP Percentage of assets, Hourly
John Girvin Fiduciary Wealth Group Centerville CFP Percentage of assets, Hourly
John Gislason Opus Capital Management Cincinnati CFP Percentage of assets
John Lynch Lynch Financial Group Dublin CFP, CFA Percentage of assets, Hourly
John McKewen Elevation Financial Partners Westerville CFP Percentage of assets
John Ohsner Heximer Investment Management Columbus CFP, CFA Percentage of assets, Hourly
Jonathan Bailey The Joseph Group Capital Management Columbus CFP Percentage of assets, Fixed fees
Jonathan Torrens TCM Wealth Advisors Fairlawn CFP Percentage of assets, Hourly
Jordan Acer Concordia Wealth Planning Powell CFP Percentage of assets, Fixed fees
Joseph Baumann Cambridge Financial and Tax Advisors, LLC. Columbus CFP Hourly, Fixed fees
Joseph DePascale Total Financial Management Poland CFP, PFS Percentage of assets, Hourly
Joshua Harrell Balanced Wealth Group Westlake CFP Percentage of assets, Hourly
Joshua Levine Firefly Wealth Management Cleveland CFP Percentage of assets, Fixed fees
Joshua Stewart YFP Wealth New Albany CFP Percentage of assets, Fixed fees
Katrina Moore Vawter Financial Columbus CFP Percentage of assets, Hourly
Keith Sechler Keystone Financial Planning Westlake CFP Percentage of assets, Fixed fees
Kevin Lesjak Lesjak Planning Westlake CFP Percentage of assets, Hourly
Kevin Thomas Constellation Wealth Advisors Cincinnati CFP Percentage of assets, Subscription
Kimberly Murphy Park Edge Advisors Cleveland CFP Percentage of assets, Hourly
Laura Wall Personal Financial Advisors Pickerington CFP Percentage of assets
Laurel Fitzsimmons Highland Consulting Associates Cleveland CFP Percentage of assets, Hourly
Logan Hogrefe Frazier Financial Advisors Columbus CFP Percentage of assets, Hourly

Firms headquartered in Ohio (337)

All 337 firms in Ohio