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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
Joseph Duke Duke Financial Services Hamilton Not listed Percentage of assets, Hourly
Joseph Gates Meyer Gates Financial Advisors West Chester Not listed Percentage of assets, Fixed fees
Joseph Rudnicki Fourth Dimension Wealth Middleburg Heights Not listed Percentage of assets, Hourly
Josiah Kedzior Kedzior Wealth Management Independence Not listed Percentage of assets, Fixed fees
Karen Kehres Meyers Wealth Management Columbus Not listed Percentage of assets
Kathleen Mueller Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Kati Hays Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly
Keith Burkhardt Center for Wealth Management Advisory Milford Not listed Percentage of assets, Hourly
Kellen Finan Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Kenneth Leist Eubel Brady & Suttman Dayton Not listed Percentage of assets, Performance-based fees
Kenny Dodson The Wealth Advantage Group Columbus Not listed Percentage of assets, Hourly
Kevin Kale SWS Partners Columbus Not listed Percentage of assets, Fixed fees
Kimberly Warrick Libertas Wealth Management Group Columbus Not listed Percentage of assets, Fixed fees
Kyle Euton PDS Planning Dublin Not listed Fixed fees
Laura Collins First Fiduciary Investment Counsel Cleveland Not listed Percentage of assets, Fixed fees
Laura Gentzkow Integrity Wealth Management Loveland Not listed Percentage of assets, Hourly
Laura Lindahl Lindahl & Mansager Fairlawn Not listed Percentage of assets
Leah Hadley Intentional Wealth Partners Cleveland Not listed Percentage of assets, Hourly
Louisa Gehring Constellation Wealth Advisors Cincinnati Not listed Percentage of assets, Subscription
Lowell Fletcher American Capital Management Columbus Not listed Percentage of assets, Hourly
Lydia Boyer Ridgeline Wealth Planning Centerville Not listed Percentage of assets, Hourly
Maria Rykbost Ridgeline Wealth Planning Centerville Not listed Percentage of assets, Hourly
Marianne Woodburn Labrador Investments Cincinnati Not listed Percentage of assets, Hourly
Mark Bowes Partnership Financial Columbus Not listed Fixed fees
Mark Brady Eubel Brady & Suttman Dayton Not listed Percentage of assets, Performance-based fees
Mark Demma Demma-Novak Wealth Management Dayton Not listed Percentage of assets, Hourly
Mark Gargano National Wealth Management Group Cincinnati Not listed Percentage of assets, Hourly
Mark Kollar HDA Wealth Management Poland Not listed Percentage of assets, Hourly
Mark Palmer The Joseph Group Capital Management Columbus Not listed Percentage of assets, Fixed fees
Mary Anderson First Fiduciary Investment Counsel Cleveland Not listed Percentage of assets, Fixed fees
Matthew Berning Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Matthew Gordillo Park Edge Advisors Cleveland Not listed Percentage of assets, Hourly
Matthew Meyers Meyers Wealth Management Columbus Not listed Percentage of assets
Matthew Palmer The Joseph Group Capital Management Columbus Not listed Percentage of assets, Fixed fees
Matthew Reber Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Matthew Richardson Calculated Wealth Cincinnati Not listed Percentage of assets, Hourly
Matthew Schiller Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Matthew Yerkes Shea Financial Advisors New Richmond Not listed Percentage of assets, Hourly
Melanie Taylor Brooklyn FI Lewis Center Not listed Percentage of assets, Hourly
Micah McCollum Mccollum Investment Advisors Dayton Not listed Percentage of assets, Hourly
Michael Fickell FC Wealth Solutions Westerville Not listed Percentage of assets, Fixed fees
Michael Lesjak Lesjak Planning Westlake Not listed Percentage of assets, Hourly
Michael Stafford One Brick Capital Columbus Not listed Percentage of assets, Fixed fees
Michael Treft Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Michelle Raddell Intentional Wealth Partners Cleveland Not listed Percentage of assets, Hourly
Michelle Taylor Balanced Wealth Group Westlake Not listed Percentage of assets, Hourly
Mitchell Stein Arena Private Wealth Pepper Pike Not listed Percentage of assets, Hourly
Morgan Hood T.T.G. Financial Canton Not listed Percentage of assets, Hourly
Murray Kosmin Kosmin Wealth Management Beachwood Not listed Percentage of assets, Hourly
Natalie Braun Meyers Wealth Management Columbus Not listed Percentage of assets

Firms headquartered in Ohio (337)

All 337 firms in Ohio