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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
Peter Franz Journey Wealth Cleveland CFP, CFA Percentage of assets, Fixed fees
Pierre Bigby Bigby Financial Planning, LLC. Lewis Center CFP Percentage of assets, Hourly
Richard Fein Fein Advisor Cincinnati CFP Flat fee or retainer
Robert Hansen Financial Rounds Cincinnati CFP Ongoing planning fee
Robert Maher Virgil Wealth Advisory Cincinnati CFA Percentage of assets, One-time planning fee
Ryan Leary asendo wealth Columbus CFP Percentage of assets, Hourly
Sharon Miller Financial Rounds Cincinnati CFP Ongoing planning fee
Steven Clifford Share The Harvest Partners Canton CFP Percentage of assets, Hourly
Timothy Burkett Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Tony Newman Quest Wealth Solutions Mansfield CFP Percentage of assets
Alexander Benson Birchcreek Wealth Management Miami Township Not listed Percentage of assets, Flat fee or retainer
Alexander Doll Anfield Wealth Management Cleveland CFP Percentage of assets, Ongoing planning fee
Andrew Doepker Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Andrew Siciliano Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Anna Vitale Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Benjamin Hartings Trinity Financial Advisors Columbus CFP Percentage of assets, Fixed fees
Beth Verdoorn C.H. Dean Beavercreek CFP Percentage of assets
Bryan Glancy Spinnaker Financial Group Independence CFP Percentage of assets, Fixed fees
Christopher Cook McCarley & Cook Cincinnati CFP Percentage of assets, Hourly
Christopher Oberholzer Infinity Wealth Counsel Loveland CFP One-time planning fee, Percentage of assets
Daniel Doyle Oak Park Wealth Management Lakewood CFP Percentage of assets, Hourly
David Frazier Kapstone Financial Advisors Lebanon CFP Percentage of assets
David Kronour Kapstone Financial Advisors Lebanon CFP Percentage of assets
Eric Hanna Wellspring Family Office Fairview Park CFP Percentage of assets, Fixed fees
Geoffrey Biehn Trinity Financial Advisors Columbus CFP Percentage of assets, Fixed fees
Gregory Middendorf HCM Wealth Advisors Cincinnati CFP Percentage of assets, Fixed fees
Jake Butcher HCM Wealth Advisors Cincinnati CFP Percentage of assets, Fixed fees
James Dunphy Dunphy Wealth Management Cincinnati CFP Percentage of assets
James Eutsler HCM Wealth Advisors Cincinnati CFP Percentage of assets, Fixed fees
Jason Bernal Blue Jay Financial Group Defiance CFP Percentage of assets
Jason Marsh Cognition Financial Dublin Not listed Percentage of assets, Ongoing planning fee
Jennifer Staton Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
John Smith Ten Talents Asset Management Cincinnati CFA Percentage of assets
Joshua Melda Cleveland Retirement Planning Westlake CFP Percentage of assets, Fixed fees
Kathryn Madzsar Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Marnie Randel Paradigm Wealth Management Westlake CFP Percentage of assets, Hourly
Matthew Calme HCM Wealth Advisors Cincinnati CFP Percentage of assets, Fixed fees
Matthew Oberholzer Infinity Wealth Counsel Loveland CFP One-time planning fee, Percentage of assets
Ronald Bates St. Clair Advisors Mayfield Heights CFP, PFS Percentage of assets, Hourly
Sandria Calio Providence Financial Services Rocky River CFP, PFS Percentage of assets, Hourly
Stephanie Sandle Bluestone Private Wealth Cleveland CFP Percentage of assets
Steven Hengehold HCM Wealth Advisors Cincinnati CFP Percentage of assets, Fixed fees
Travis Wurz Wurz Financial Services Holland Not listed Percentage of assets, Hourly
Tyler Keenan Fiducia Wealth Management Upper Arlington CFP, ChFC Ongoing planning fee
Vaughn Kellerman Gannett Wealth Advisors Cleve CFP Percentage of assets, Fixed fees
William Ambrogio Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Addison Fluent Iron Gate Wealth Advisors Poland CFP Percentage of assets, Hourly
Alec Schrock Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Amanda Blankenship Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Andrew Molnar THOR Wealth Management Cincinnati CFA Percentage of assets, Fixed fees

Firms headquartered in Ohio (337)

All 337 firms in Ohio