W Wellspent Public advisor graph
Get matched
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
Madeline Keegan Frazier Financial Advisors Columbus CFP Percentage of assets, Hourly
Marc Thomas Lesjak Planning Westlake CFP Percentage of assets, Hourly
Mark Fissel Beacon Hill Investment Advisory Dublin CFP Percentage of assets, Hourly
Martin Meyers Meyers Wealth Management Columbus CFP Percentage of assets
Mary Hedrick Eubel Brady & Suttman Miamisburg CFP Percentage of assets, Performance-based fees
Matthew Daugherty Balanced Wealth Group Westlake CFP Percentage of assets, Hourly
Matthew DiCicco Eubel Brady & Suttman Miamisburg CFP Percentage of assets, Performance-based fees
Matthew Gottshall Balanced Wealth Group Westlake CFP Percentage of assets, Hourly
Matthew Heitman National Wealth Management Group Cincinnati CFP, ChFC, CFA Percentage of assets, Hourly
Matthew Peck Anderson Financial Strategies Dayton CFP Percentage of assets, Hourly
Matthew Shaffer Shaffer Capital Westerville CFP Percentage of assets, Hourly
Michael Brady Michael Brady & Westlake CFP Percentage of assets, Fixed fees
Michael Disalvo The Wealth Advantage Group Columbus CFP Percentage of assets, Hourly
Michael Moloney Meyer Gates Financial Advisors West Chester CFP Percentage of assets, Fixed fees
Michael Souders Souders Financial Advisors Cincinnati CFP Percentage of assets, Fixed fees
Nathan Bailey Opus Capital Management Cincinnati CFP, CFA Percentage of assets
Nathan Gist Lesjak Planning Westlake CFP Percentage of assets, Hourly
Nicolas Paxson Constellation Wealth Advisors Cincinnati CFP Percentage of assets, Subscription
Norman Lindahl Lindahl & Mansager Fairlawn CFP Percentage of assets
Pamela Clark Generations Wealth Cincinnati CFP Percentage of assets, Fixed fees
Patrick Finneran The Joseph Group Capital Management Columbus CFP Percentage of assets, Fixed fees
Paula Peck Peck & Associates Independence CFP Percentage of assets, Hourly
Phillip Bollin Bollin Wealth Management Perrysburg CFP Percentage of assets, Hourly
Randolph Gantt Fiduciary Wealth Group Centerville CFP Percentage of assets, Hourly
Richard Mohr Buckeye Financial Solutions Canton CFP, PFS Percentage of assets, Hourly
Robert Aaron Hammack John E. Sestina and Company Columbus CFP Percentage of assets, Fixed fees
Robert Bailey The Sherrington Group Columbus CFP Percentage of assets, Hourly
Robert Grossheim Family Wealth Advisory Group Cincinnati CFP Percentage of assets, Fixed fees
Robert Hamilton PDS Planning Columbus CFP Fixed fees
Robert Jamison Vawter Financial Columbus CFP Percentage of assets, Hourly
Robert Pearce Pennant Wealth Management Avon CFP Percentage of assets, Hourly
Ronald Mahorney Cincinnati Wealth Management Cincinnati CFP Percentage of assets, Hourly
Ryan Tishy Ironkoor Retirement West Chester CFP Percentage of assets, Fixed fees
Ryan Watt Arena Private Wealth Upper Arlington CFP Percentage of assets, Hourly
Samuel Fries SSB Managed Wealth Canfield CFP Percentage of assets, Hourly
Sandra Gontero Epoch Wealth Management Chagrin Falls CFP, PFS Hourly, Fixed fees
Scott Lundy Eubel Brady & Suttman Dayton CFP Percentage of assets, Performance-based fees
Scott Schwalich Ironkoor Retirement West Chester CFP Percentage of assets, Fixed fees
Scott Simons Ridgeline Wealth Planning Centerville CFP Percentage of assets, Hourly
Shon Anderson Anderson Financial Strategies Dayton CFP, CFA Percentage of assets, Hourly
Spencer Hagar John E. Sestina and Company Columbus CFP Percentage of assets, Fixed fees
Stephanie Bailey Northavenue Columbus CFP Fixed fees
Stephen Geraghty Kovalcik & Geraghty Wealth Partners Upper Arlington CFP Percentage of assets, Hourly
Stephen Lukan John E. Sestina and Company Columbus CFP Percentage of assets, Fixed fees
Stephen Zorko Integrity Wealth Management Loveland CFP Percentage of assets, Hourly
Tad Herrington PDS Planning Dublin CFP Fixed fees
Terrance Hennessy Graver Capital Management Columbus CFP Percentage of assets
Theresa LeChard The Joseph Group Capital Management Columbus CFP Percentage of assets, Fixed fees
Thomas Fairfax Highland Consulting Associates Cleveland CFP Percentage of assets, Hourly
Thresa Alexander Alexander Financial Planning Columbus CFP Percentage of assets, Hourly

Firms headquartered in Ohio (337)

All 337 firms in Ohio