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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
Andrew Woodard THOR Wealth Management Cincinnati CFA Percentage of assets, Fixed fees
Benjamin Wallace CM Wealth Beachwood CFA Percentage of assets, Hourly
Calisto Reghi Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Cameron Kaska Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Carly Purtill Purtill Financial Willoughby PFS Percentage of assets, Hourly
Christina Fanourakis Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Christopher Olsgard Waller Financial Planning Group Columbus CFP Percentage of assets, Hourly
Cole Schrock Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Colin Bishop Fruitful Columbus CFP Percentage of assets, Ongoing planning fee
Corey Jordison Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Daniel Larson Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
David Demming Demming Financial Services Auroara CFP Percentage of assets, Ongoing planning fee
David Demming Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
David Massare Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
David Olson Journey Wealth Cleveland ChFC Percentage of assets, Fixed fees
Dominic Garris Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Douglas Smorag CM Wealth Beachwood PFS Percentage of assets, Hourly
Dylon Woolwine Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Elizabeth Scheiderer Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Emma Hostetler Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Jacob Kipi Kipi Financial Planning Columbus CFP Percentage of assets
Jacob Smail Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
James Oliger Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
James Stechschulte THOR Wealth Management Cincinnati CFA Percentage of assets, Fixed fees
Jason Eliason Waller Financial Planning Group Columbus CFP, ChFC, CFA Percentage of assets, Hourly
Jason Farris Waller Financial Planning Group Columbus CFP Percentage of assets, Hourly
Jeff Rovnak Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Jenny Burns Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
John May Ruggaard & Associates Hudson CFP Percentage of assets, Performance-based fees
Joshua Richardson Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Katherine Kincaid Waller Financial Planning Group Columbus CFP Percentage of assets, Hourly
Kevin Coholan Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
Luke Nordman Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
Mark Bates Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
Megan Hammann Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
Michael Griesmeyer Wealth Management Group Tipp City CFP Percentage of assets, Hourly
Michael Kelley Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Michael Riney Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
Michael Stoner True North Financial Advisors Hilliard CFP Percentage of assets, Fixed fees
Nicholas Kaplan Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Owen Bosworth Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Parker Vaughan Financial Counseling Springboro CFP Percentage of assets, Hourly
Roger Southward Southward Financial Services Pickerington CFP Hourly, Ongoing planning fee
Samuel Nordquist Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Scott Rendle Waller Financial Planning Group Columbus CFP Percentage of assets, Hourly
Stephen King Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
Terrie Austin Milestone Wealth Strategies Columbus CFP Percentage of assets, Hourly
Theodore Winders Yarger Wealth Strategies Westerville CFP, CFA Percentage of assets, Fixed fees
Tyler Nichols Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. Balance Wealth Columbus Not listed Percentage of assets, One-time planning fee

Firms headquartered in Ohio (337)

All 337 firms in Ohio