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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
Thomas Brown Spreng Capital Management Bucyrus Not listed Percentage of assets, Hourly
Thomas Lennox Vela Investment Management New Albany Not listed Percentage of assets, Fixed fees
Thomas Macey Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Thomas McConville Constellation Wealth Advisors Cincinnati Not listed Percentage of assets, Subscription
Thomas Schrock REA Wealth Management New Philadelphia Not listed Percentage of assets, Hourly
Tiffany Boval Prasad Wealth Partners Independence Not listed Percentage of assets, Fixed fees
Timothy Baker Cornerstone Asset Management Services Broadview Heights Not listed Percentage of assets, Hourly
Timothy Brown Anderson Financial Strategies Dayton Not listed Percentage of assets, Hourly
Timothy Coyne Coyne Capital Management Westlake Not listed Percentage of assets
Timothy Mandel Mandel Financial Services Cincinnati Not listed Percentage of assets, Fixed fees
Todd Brown PEB Capital Management Columbus Not listed Percentage of assets, Hourly
Todd Kalish Park Edge Advisors Cleveland Not listed Percentage of assets, Hourly
Tracey Guthrie Alexander Financial Planning Columbus Not listed Percentage of assets, Hourly
Troy Rennekamp Shepherd Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
Tyler Ayres KLD Wealth Management Lebanon Not listed Percentage of assets, Hourly
Tyler Koepf M. Thomas Capital Management Chagrin Falls Not listed Percentage of assets, Hourly
Vincent Forte Shawnee Investments & Planning Cincinnati Not listed Percentage of assets, Hourly
W. Harper HP & Associates Bellefontaine Not listed Percentage of assets, Fixed fees
Wellborn Jack Acme Jack Wealth Management Hudson Not listed Percentage of assets
William Baker W.M. Baker Investments Dublin Not listed Percentage of assets, Hourly
William Deshurko Buckeye Wealth Partners Centerville Not listed Percentage of assets, Hourly
William Ferber Landing Point Financial Group Avon Not listed Percentage of assets, Fixed fees
William Haase 365 Wealth Management Group Mason Not listed Percentage of assets, Fixed fees
William Haase 365 Wealth Management Group Mason Not listed Percentage of assets, Fixed fees
William Henry First Fiduciary Investment Counsel Cleveland Not listed Percentage of assets, Fixed fees
William Ratcliff Rebel Financial Groveport Not listed Percentage of assets, Hourly
William Shaffer Shaffer Capital Westerville Not listed Percentage of assets, Hourly
Winfield Geiger Souders Financial Advisors Cincinnati Not listed Percentage of assets, Fixed fees

Firms headquartered in Ohio (337)

All 337 firms in Ohio