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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
W. Kern Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
Wade Daniel Wealthquest Cincinnati CFP Percentage of assets, Fixed fees
Andrew Jung Crew Capital Cincinnati CFA Percentage of assets
Brendan Koors Athyra Financial Partners Cincinnati Not listed Percentage of assets, Ongoing planning fee
Brent Casto AdviceOne Medina CFP Percentage of assets, Fixed fees
Brian Shepardson James Investment Xenia CFA, CIC Percentage of assets, Hourly
Callie Jacoby Gryphon Financial Partners Toledo CFP Percentage of assets, Hourly
Carol Clark OnCenter Financial Advisors Beachwood CFA Percentage of assets, Hourly
Christopher Fry Capital Asset Management Columbus Not listed Percentage of assets
Curtis Reed Welspire Upper Arlington CFP Percentage of assets, Fixed fees
Daniel Vogelpohl Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Douglas Johnson HCM Wealth Advisors Cincinnati CFA Percentage of assets, Fixed fees
Edward Kolanko Baynes Investment Counsel Mason Not listed Percentage of assets, Hourly
Emily DeBlase Organic Wealth Columbus ChFC Ongoing planning fee, One-time planning fee
Erik Thompson Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Huaiyu Chen MEV Value Hudson CFP Percentage of assets, Hourly
Ian Hundley Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. Annuity Answers Toledo CFA Percentage of assets, One-time planning fee
Jeffrey Lagusch Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Jennifer Poirier Gryphon Financial Partners Toledo CFP Percentage of assets, Hourly
Jordan Shaw Hixon Zuercher Capital Management Findlay CFP Percentage of assets, Hourly
Joshua Shaffer Trinity Financial Advisors Columbus CFA Percentage of assets, Fixed fees
Katelyn Goepferich Jarvis Global Investments Loveland CFP Percentage of assets
Lauren Fine Beatrice Advisors Cleveland CFA Percentage of assets, Fixed fees
Matthew Antenucci McCarley & Cook Cincinnati CFA Percentage of assets, Hourly
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Matthew Oberdorfer Oberdorfer Financial Gahanan Not listed Flat fee or retainer, Ongoing planning fee
Matthew Swendiman Crew Capital Cincinnati ChFC, CFA Percentage of assets
Michael Hengehold HCM Wealth Advisors Cincinnati PFS Percentage of assets, Fixed fees
Michael McGill Summit Investments & Financial Planning Uniontown CFA Percentage of assets
Michael Novak Wellspring Family Office Cleveland PFS Percentage of assets, Fixed fees
Michael Solik Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Peter Baden Crew Capital Cincinnati CFA Percentage of assets
Peter Schmitt Schmitt Wealth Advisers Cincinnati CFP Percentage of assets, Hourly
Richard Carroll Bell City Wealth Hillsboro CFP Percentage of assets, Hourly
Richard Turgeon Wellspring Family Office Cleveland CFA Percentage of assets, Fixed fees
Robert Jung Crew Capital Cincinnati CFA Percentage of assets
Robert Swansboro Gryphon Financial Partners Toledo CFP Percentage of assets, Hourly
Sandra Thomas S.C. Thomas & Associates, CPA Medina PFS Percentage of assets, Hourly
Sean Paddock Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Shengde Liu Access Wealth Group Powell CFA Percentage of assets, Hourly
Stephen Jimenez Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Steven Zangmeister Aspire Growth Partners Medina ChFC Percentage of assets, Hourly
Terry Davis Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Thomas Regan Gryphon Financial Partners Cincinnati CFP Percentage of assets, Hourly
Timothy Schwiebert Topsail Wealth Management Cincinnati Not listed Percentage of assets
Trent Dysert James Investment Xenia CFA Percentage of assets, Hourly
Allisha Curtis THOR Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
Alvin Asiamah asendo wealth Columbus Not listed Percentage of assets, Hourly
Amy White Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees

Firms headquartered in Ohio (337)

All 337 firms in Ohio