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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
David Suchland Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly
David Winner Winner Wealth Management Wooster Not listed Percentage of assets
Debora Caley Richwood Investment Advisors Cincinnati Not listed Percentage of assets
Deborah Saas Center for Wealth Management Advisory Cincinnati Not listed Percentage of assets, Hourly
Denise French Intentional Wealth Partners Cleveland Not listed Percentage of assets, Hourly
Dori Torrens DBK Financial Counsel Cuyahoga Falls Not listed Percentage of assets, Fixed fees
Douglas McPeek Nottinghill Investment Advisers Cincinnati Not listed Percentage of assets, Subscription
Douglas Meyer Meyer Gates Financial Advisors West Chester Not listed Percentage of assets, Fixed fees
Edward Hemmelgarn Shaker Investments Beachwood Not listed Percentage of assets, Performance-based fees
Elaine Bartels CBS Funding Broadview Heights Not listed Percentage of assets, Hourly
Elizabeth Bibeau Salinas Artifex Financial Group Dayton Not listed Percentage of assets, Hourly
Emily Paulus Northavenue Columbus Not listed Fixed fees
Evan Yakubov Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Franco Iozzo Rebel Financial Groveport Not listed Percentage of assets, Hourly
Garrett Boone Fortifi Capital Akron Not listed Percentage of assets, Hourly
Garrett Bourbina Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
George Coyle Triangulated Capital Management Silver Lake Not listed Percentage of assets
George Damasco Bollin Wealth Management Perrysburg Not listed Percentage of assets, Hourly
Glen Strong Strong Investment Management Canton Not listed Percentage of assets, Fixed fees
Gregory Schnelzer Victory Financial Services Medina Not listed Percentage of assets, Hourly
Harry Dye Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Hunter Collier KLD Wealth Management Lebanon Not listed Percentage of assets, Hourly
Ituoghirisic Igoni YFP Wealth New Albany Not listed Percentage of assets, Fixed fees
Jackie Dierickx Total Financial Management Poland Not listed Percentage of assets, Hourly
Jacob Adams Monetary Solutions Dayton Not listed Percentage of assets, Hourly
Jacob Chockran Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
James Hamilton PDS Planning Dublin Not listed Fixed fees
James Harpst Infresh Findlay Not listed Percentage of assets, Hourly
James Kotagides T.T.G. Financial Canton Not listed Percentage of assets, Hourly
James Parker SWS Partners Columbus Not listed Percentage of assets, Fixed fees
James Spreng Spreng Capital Management Bucyrus Not listed Percentage of assets, Hourly
James Stuart Blue Chip Financial Advisors Seville Not listed Percentage of assets, Fixed fees
James Wynne James a Wynne Hinckley Not listed Percentage of assets, Fixed fees
Janet Zorko Integrity Wealth Management Loveland Not listed Percentage of assets, Hourly
Janice Rush Coyne Capital Management Westlake Not listed Percentage of assets
Jason Feist Center for Wealth Management Advisory Milford Not listed Percentage of assets, Hourly
Jason Pinson 212 Wealth Management Group Loveland Not listed Percentage of assets
Jeffrey Albright Shepherd Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
Jeffrey Eisenberg Securawealth Canton Not listed Percentage of assets, Fixed fees
Jeffrey McPeek Nottinghill Investment Advisers Cincinnati Not listed Percentage of assets, Subscription
Jeffrey Porterfield PEB Capital Management Columbus Not listed Percentage of assets, Hourly
Joe Anderson Clearmind Capital Columbus Not listed Percentage of assets, Fixed fees
John Ashcroft Shepherd Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
John Cioffi Vertice Capital Partners Cincinnati Not listed Percentage of assets
John Goodson Alpha Planning and Financial Services Solon Not listed Percentage of assets, Hourly
John McKewen Elevation Financial Partners Worthington Not listed Percentage of assets
John Mozola Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Jolie Howell Strong Investment Management Canton Not listed Percentage of assets, Fixed fees
Jonathon Eesley Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Joseph Doogan Fiduciary Wealth Group Centerville Not listed Percentage of assets, Hourly

Firms headquartered in Ohio (337)

All 337 firms in Ohio