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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
Nathan Quilter Retirement Strategies Dublin Not listed Percentage of assets, Hourly
Nathanial Parker RIK Saylor Financial Fairfield Not listed Percentage of assets, Hourly
Neesha Crawford Eubel Brady & Suttman Miamisburg Not listed Percentage of assets, Performance-based fees
Nicholas Boyden The Joseph Group Capital Management Columbus Not listed Percentage of assets, Fixed fees
Nicholas Daniel Columbus Wealth Management Dublin Not listed Percentage of assets, Hourly
Nicholas Leeper Retirement Strategies Dublin Not listed Percentage of assets, Hourly
Nicholas Neuville Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly
Nicholas Reilly Constellation Wealth Advisors Cincinnati Not listed Percentage of assets, Subscription
Nicolette Goedde 212 Wealth Management Group Loveland Not listed Percentage of assets
Noah Buttermore Demland Wealth Defiance Not listed Percentage of assets, Hourly
Patrick Doss Meyers Wealth Management Columbus Not listed Percentage of assets
Patrick Lafley Constellation Wealth Advisors Cincinnati Not listed Percentage of assets, Subscription
Paul Crichton Eubel Brady & Suttman Dayton Not listed Percentage of assets, Performance-based fees
Paul Geiger Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Paul Solomon Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Philip Kessler SWS Partners Columbus Not listed Percentage of assets, Fixed fees
Phillip Westhoff Incline Wealth Cincinnati Not listed Percentage of assets, Fixed fees
Randall Johnson Candela Financial Toledo Not listed Percentage of assets, Hourly
Richard Clemens Hawk100 Dublin Not listed Percentage of assets, Hourly
Richard Lowrie Park Edge Advisors Cleveland Not listed Percentage of assets, Hourly
Rik Saylor RIK Saylor Financial Fairfield Not listed Percentage of assets, Hourly
Rita Itsell PDS Planning Dublin Not listed Fixed fees
Robert Angart Angart & Beachwood Not listed Percentage of assets, Hourly
Robert Faulkner Wealthbridge Capital Management Westerville Not listed Percentage of assets, Hourly
Robert Stark Watch Guard Capital Copley Not listed Percentage of assets, Hourly
Roger Potter Balanced Wealth Group Westlake Not listed Percentage of assets, Hourly
Ronald Alban Alban Investment Management Kettering Not listed Percentage of assets
Ronald Eubel Eubel Brady & Suttman Dayton Not listed Percentage of assets, Performance-based fees
Ronald Rich Ronald J. Rich Financial Advising Lakewood Not listed Percentage of assets, Hourly
Ryoichi Tsuchiya Generations Wealth Cincinnati Not listed Percentage of assets, Fixed fees
Salvatore Dangelo Fourth Dimension Wealth Mentor Not listed Percentage of assets, Hourly
Samantha Buck Windsor Advisory Group Columbus Not listed Percentage of assets, Fixed fees
Samantha Carver Bond Tech Bellbrook Not listed Percentage of assets, Hourly
Sara Mahoney Eubel Brady & Suttman Miamisburg Not listed Percentage of assets, Performance-based fees
Sarah Parker Fiduciary Advisors Columbia Station Not listed Percentage of assets, Hourly
Sean McHugh The Mchugh Group Bratenahl Not listed Percentage of assets
Shane Duckworth Clearmind Capital Columbus Not listed Percentage of assets, Fixed fees
Sharon Stadul CBS Funding Broadview Heights Not listed Percentage of assets, Hourly
Shawn Goetz Reservoir Wealth Management Lima Not listed Percentage of assets, Hourly
Smarika Adhikari Rebel Financial Groveport Not listed Percentage of assets, Hourly
Stephanie Warrick Eubel Brady & Suttman Dayton Not listed Percentage of assets, Performance-based fees
Steve Persons CBS Funding Broadview Heights Not listed Percentage of assets, Hourly
Steven Carlson Strong Investment Management Canton Not listed Percentage of assets, Fixed fees
Steven French Harvest Money | Invest Your Faith Cincinnati Not listed Percentage of assets, Hourly
Steven LaChance Lachance Wealth Partners Shaker Heights Not listed Percentage of assets, Fixed fees
Steven Manuel Outpost Advisors Cincinnati Not listed Percentage of assets, Hourly
Steven Rzucidlo SR Financial Services Seven Hills Not listed Percentage of assets, Hourly
Susan Vasu Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
Teresa King Eubel Brady & Suttman Dayton Not listed Percentage of assets, Performance-based fees
Terrence McHugh The Mchugh Group Bratenahl Not listed Percentage of assets

Firms headquartered in Ohio (337)

All 337 firms in Ohio