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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
Timothy Koester Phase Line Financial Cincinnati CFP Percentage of assets, Hourly
Todd Walter The Joseph Group Capital Management Columbus CFP Percentage of assets, Fixed fees
Tyler Cook John E. Sestina and Company Columbus CFP Percentage of assets, Fixed fees
Victor Shott Frazier Financial Advisors Columbus CFP Percentage of assets, Hourly
William Marker Borland Marker Dayton CFP, ChFC Percentage of assets, Hourly
William Shorthill Beacon Hill Investment Advisory Dublin CFP Percentage of assets, Hourly
Andrew Givens First Fiduciary Investment Counsel Cleveland CFA Percentage of assets, Fixed fees
Anita Eisthen Labrador Investments Cincinnati CFA Percentage of assets, Hourly
Brandon Kremer Heximer Investment Management Worthington CFA Percentage of assets, Hourly
Bruce Russo Russo Investment Management Cincinnati PFS Percentage of assets, Hourly
Christian Hviid Concordia Wealth Planning Powell CFA Percentage of assets, Fixed fees
Christine Bules Cornerstone Asset Management Services Broadview Heights ChFC Percentage of assets, Hourly
Clint Edgington Beacon Hill Investment Advisory Dublin CFA Percentage of assets, Hourly
Colin White Frazier Financial Advisors Columbus CFA Percentage of assets, Hourly
Cory Hinaman Windsor Advisory Group Columbus CFA Percentage of assets, Fixed fees
David Kearns DBK Financial Counsel Cuyahoga Falls PFS Percentage of assets, Fixed fees
Eva Gilkey Booher Rookwood Wealth Management Cinti CFA Percentage of assets, Fixed fees
James Blue Private Harbour Investment Management & Counsel LLC. Solon CFA Percentage of assets
James Iverson 1taxfinancial Cincinnati CFA Hourly
Jason Job Vela Investment Management New Albany CFA Percentage of assets, Fixed fees
Jeffrey Spitzmiller Queen City Capital Management Cincinnati CFA Percentage of assets, Fixed fees
Joel Oles The Sherrington Group Columbus PFS Percentage of assets, Hourly
John Williams Constellation Wealth Advisors Cincinnati CFA Percentage of assets, Subscription
Kevin Whelan Opus Capital Management Cincinnati CFA Percentage of assets
Kurt Brown PDS Planning Dublin CFA Fixed fees
Kurt Grove SWS Partners Columbus CFA Percentage of assets, Fixed fees
Matthew Woebkenberg Constellation Wealth Advisors Cincinnati CFA Percentage of assets, Subscription
Michael Doherty Prasad Wealth Partners Independence CFA Percentage of assets, Fixed fees
Michael Parker SWS Partners Columbus CFA Percentage of assets, Fixed fees
Michael Rabe Rabe Investment Consulting Group Richfield CFA Percentage of assets
Nathan Bishop Opus Capital Management Cincinnati CFA Percentage of assets
Nicholas Rinker Vela Investment Management New Albany CFA Percentage of assets, Fixed fees
Nicole Lanning Anderson Financial Strategies Dayton ChFC Percentage of assets, Hourly
Richard Clemens Hawk100 Dublin CFA Percentage of assets, Hourly
Richard Miller Richard Miller Financial Services Zanesville ChFC Percentage of assets, Hourly
Robert Suttman Eubel Brady & Suttman Dayton CFA Percentage of assets, Performance-based fees
Robert Upton The Joseph Group Capital Management Columbus CFA Percentage of assets, Fixed fees
Robert Wassel Trinity Wealth Management Cincinnati PFS Percentage of assets, Hourly
Ryan Sheppard Capstone Wealth Partners Dublin ChFC Percentage of assets, Fixed fees
Ryan Smeltzer Highland Consulting Associates Cleveland CFA Percentage of assets, Hourly
Sasha Kostadinov Shaker Investments Beachwood CFA Percentage of assets, Performance-based fees
Thomas Cirincione Fourth Dimension Wealth Middleburg Heights CFA Percentage of assets, Hourly
Victor Moy MOY Investment Management Cincinnati CFA Percentage of assets, Hourly
Abigail Meyers Meyers Wealth Management Columbus Not listed Percentage of assets
Adam Schaffer A Schaffer Advisor Services Norwalk Not listed Percentage of assets, Fixed fees
Alexander Browning Artifex Financial Group Dayton Not listed Percentage of assets, Hourly
Alexander Moeslein Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Alexander Shaffer Shaffer Capital Westerville Not listed Percentage of assets, Hourly
Alexandra Buehler Meyers Wealth Management Columbus Not listed Percentage of assets
Andrea Clark Pathways Wealth Management Tipp City Not listed Percentage of assets

Firms headquartered in Ohio (337)

All 337 firms in Ohio