United States
Fee-only advisors in Ohio
Fee-only advisors in Cincinnati, Columbus and Dublin, plus 119 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Johnson | Forward Thinking Wealth Management | Copley | CFP | Flat fee or retainer, Ongoing planning fee |
| Dave Moerlein Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation. | Belay Finance | Cincinnati | MBA, MS | One-time planning fee, Hourly |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Matthew Daniel | Columbus Wealth Management | Dublin | CFA, CFP | Percentage of assets, Hourly |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Aileen Bost | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Amy Lorius | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Benjamin Dobler | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Bryan Costin | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Chanley Christman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Christopher Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Christopher Schumacher | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| David Holwadel | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Dennis Coon | Transcend Wealth | Woodmere | CFP | Percentage of assets |
| Douglas Ambrose | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Dustin Burkhart | Summit Wealth & Retirement Partners | Westfield Center | CFP | Percentage of assets, One-time planning fee |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jeffrey Thompson | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| John Loveday | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jonathan Roby | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Joy Schlie | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Kevin McPeek | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Lauren Maclaren | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Lindsey Meredith | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Max Heintz | MFH Financial Services | Dayton | CFP | Hourly, Percentage of assets |
| Meghan Mader | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Michael Andrews | Andrews Advisors | Uniontown | CFP | Percentage of assets, Fixed fees |
| Michael Baker | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Monica Dwyer | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Penny Wasem | Lifetime Financial Planning Solutions | Lancaster | CFP, PFS | Hourly |
Firms headquartered in Ohio (337)
-
1taxfinancial
Cincinnati, Ohio
-
212 Wealth Management Group
Loveland, Ohio
-
365 Wealth Management Group
Mason, Ohio
-
A Schaffer Advisor Services
Norwalk, Ohio
-
Access Wealth Group
Dublin, Ohio
-
Accountable Financial Planning LLC
Westerville, Ohio
-
Acme Jack Wealth Management
Hudson, Ohio
-
Alban Investment Management
Kettering, Ohio
-
Alexander Financial Planning, Inc.
Columbus, Ohio
-
Alpha Planning and Financial Services
Solon, Ohio
-
Altiora Financial Group
Lebanon, Ohio
-
Anderson Financial Strategies
Dayton, Ohio
-
Andrews Advisors
Uniontown, Ohio
-
Anfield Wealth Management
Cleveland, Ohio
-
Angart &
Beachwood, Ohio
-
Apricity Financial Planning
Whitehouse, Ohio
-
Arcadia Financial Partners
Pickerington, Ohio
-
Artifex Financial Group
Oakwood, Ohio
-
asendo wealth
Columbus, Ohio
-
Aspire Growth Partners
Medina, Ohio
-
Athens Impact Socially Responsible Investments
Athens, Ohio
-
Athyra Financial Partners
Cincinnati, Ohio
-
Balanced Wealth Group
Westlake, Ohio
-
Beacon Financial Partners
Cleveland, Ohio
-
Beacon Hill Investment Advisory
Dublin, Ohio
-
Beese Fulmer
Canton, Ohio
-
Bell City Wealth
Hillsboro, Ohio
-
Bellwether Investment Services
Loveland, Ohio
-
Benchmark Wealth
Cincinnati, Ohio
-
Bigby Financial Planning, LLC.
Lewis Center, Ohio
-
Birchcreek Wealth Management
Miami Township, Ohio
-
Blake Schutter Theil Wealth Advisors
Dayton, Ohio
-
Blue Advisors
Upper Arlington, Ohio
-
Blue Chip Financial Advisors
Seville, Ohio
-
Blue Jay Financial Group
Defiance, Ohio
-
Bluestone Private Wealth
Cleveland, Ohio
-
Bollin Wealth Management
Perrysburg, Ohio
-
Bond Tech
Bellbrook, Ohio
-
Borland Marker
Dayton, Ohio
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Brilliant Advice™ Wealth Management
Cincinnati, Ohio
-
Broadleaf Partners
Hudson, Ohio
-
Buckeye Financial Solutions
Canton, Ohio
-
Buckeye Wealth Partners, LLC
Dayton, Ohio
-
Budak Financial Group
Olmsted Falls, Ohio
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Bullrock Capital
Dublin, Ohio
-
C.H. Dean
Beavercreek, Ohio
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Cambridge Financial and Tax Advisors, LLC.
Columbus, Ohio
-
Candela Financial
Toledo, Ohio
-
Capital Asset Management
Columbus, Ohio
-
Capstone Wealth Partners, LTD
Dublin, Ohio
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CBS Funding
Broadview Heights, Ohio
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Center for Wealth Management Advisory
Milford, Ohio
-
Central Point Wealth Management
Beavercreek Township, Ohio
-
Chapters To Wealth
Lewis Center, Ohio
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Chester Financial Services
Fredericktown, Ohio
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Chrys Financial Planning
Wyoming, Ohio
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Cincinnati Wealth Management
Cincinnati, Ohio
-
Clarion River Adventures
Canton, Ohio
-
ClearMind Capital
Columbus, Ohio
-
Cleveland Retirement Planning
Westlake, Ohio