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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
Andrew Meadows Sheikh Investments Columbus Not listed Percentage of assets, Hourly
Andrew Shaffer Shaffer Capital Westerville Not listed Percentage of assets, Hourly
Anne Spreng-Cole Spreng Capital Management Bucyrus Not listed Percentage of assets, Hourly
Anthony Budak Budak Financial Group Olmsted Falls Not listed Percentage of assets, Hourly
Anthony Deem Deem Asset Management Uniontown Not listed Percentage of assets, Hourly
Anthony Jones Rebel Financial Groveport Not listed Percentage of assets, Hourly
Anthony Kulka Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Anthony Lapinto Clarion River Adventures Canton Not listed Percentage of assets, Fixed fees
Anthony Panuto Shaker Investments Beachwood Not listed Percentage of assets, Performance-based fees
Asim Sheikh Sheikh Investments Columbus Not listed Percentage of assets, Hourly
Austin Wolfe Clearmind Capital Columbus Not listed Percentage of assets, Fixed fees
Benjamen Jacobs Jacobs Wealth Management Milford Not listed Percentage of assets, Fixed fees
Benjamin Grossheim Family Wealth Advisory Group Cincinnati Not listed Percentage of assets, Fixed fees
Benjamin Jones National Wealth Management Group Cincinnati Not listed Percentage of assets, Hourly
Benjamin Melnick Meyers Wealth Management Columbus Not listed Percentage of assets
Benjamin Zagorski Right Investment Team Avon Not listed Percentage of assets, Fixed fees
Brad Drager Bond Tech Bellbrook Not listed Percentage of assets, Hourly
Bradley Rice Constellation Wealth Advisors Cincinnati Not listed Percentage of assets, Subscription
Brandon Kinney Eubel Brady & Suttman Miamisburg Not listed Percentage of assets, Performance-based fees
Bret Rodgers Rodgers Capital Management Canton Not listed Percentage of assets, Hourly
Brett Thomas Fractal Financial Design Litchfield Not listed Percentage of assets, Fixed fees
Brian Flanagan Schuler Wealth Planning Powell Not listed Percentage of assets, Hourly
Brian Kerber Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Brian Morgan Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
Bruce Mizer The Joseph Group Capital Management Columbus Not listed Percentage of assets, Fixed fees
Caden Beam Pathways Wealth Management Tipp City Not listed Percentage of assets
Cale Ogi REA Wealth Management New Philadelphia Not listed Percentage of assets, Hourly
Carole Rominger Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Casey Davis Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
Catherine Zaino Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Chase Marshall Eubel Brady & Suttman Miamisburg Not listed Percentage of assets, Performance-based fees
Chris Hemmelgarn Shaker Investments Beachwood Not listed Percentage of assets, Performance-based fees
Christopher Carbone Bellwether Investment Services Loveland Not listed Percentage of assets, Hourly
Christopher Cassiere FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Christopher Combs FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Christopher Demma Demma-Novak Wealth Management Dayton Not listed Percentage of assets, Hourly
Christopher Newcomb Fourth Dimension Wealth Middleburg Heights Not listed Percentage of assets, Hourly
Clayton Hall Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Cody Dye DYE Family Office Canfield Not listed Percentage of assets, Fixed fees
Courtney Stephenson Eubel Brady & Suttman Miamisburg Not listed Percentage of assets, Performance-based fees
Craig Cavicchia FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Craig Poeppelman HP & Associates Bellefontaine Not listed Percentage of assets, Fixed fees
Daniel Evans Ridgeline Wealth Planning Centerville Not listed Percentage of assets, Hourly
Daniel Mason First Mason Financial Medina Not listed Percentage of assets, Fixed fees
Darren Harp Artifex Financial Group Oakwood Not listed Percentage of assets, Hourly
David Lesjak Lesjak Planning Westlake Not listed Percentage of assets, Hourly
David Paul Fusion Planning Wooster Not listed Percentage of assets, Fixed fees
David Ray Eubel Brady & Suttman Miamisburg Not listed Percentage of assets, Performance-based fees
David Smith Impassioned Wealth Management Napoleon Not listed Percentage of assets, Fixed fees
David Snopkowski Constellation Wealth Advisors Cincinnati Not listed Percentage of assets, Subscription

Firms headquartered in Ohio (337)

All 337 firms in Ohio