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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
Anthony Gargano Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Benjamin Hunter Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Blake Farmer asendo wealth Columbus Not listed Percentage of assets, Hourly
Brian Becker Chapters To Wealth Lewis Center CFP Hourly, Fixed fees
Brian Munoz Financial Rounds Cincinnati Not listed Ongoing planning fee
Britta Koepf Tranquil Path Financial Planning, LLC Independence CFP Fixed fees
Bruce Mason Harvest Financial Advisors Cincinnati Not listed Percentage of assets, Hourly
Cameron Kaser KMG Fiduciary Partners Toledo CFP Percentage of assets, Fixed fees
Carolyn Cook What About Us Financial, LLC Bellbrook CFP, CRPC, MBA Percentage of assets, Hourly
Charles Hruby Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Danijel Romic Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Danya Karram Brilliant Advice™ Wealth Management Cincinnati CFP Percentage of assets
Dave Flegal Flegal Financial Planning Berea CFP, CPA, MBA Percentage of assets, Hourly
David Kaser KMG Fiduciary Partners Toledo CFP Percentage of assets, Fixed fees
David Sleeter Ruggaard & Associates Hudson CFA Percentage of assets, Performance-based fees
David Stone Personal Financial Advisors, Inc. Pickerington CFP Percentage of assets
Derek Tinnin Altiora Financial Group Lebanon CFP Percentage of assets, Fixed fees
Douglas Mackay Broadleaf Partners Peninsula CFA Percentage of assets
Eric Laub Finance 180, LLC Columbus CFP Percentage of assets, Fixed fees
Erin Maynard Shuttleworth & Company Powell ChFC Percentage of assets, Fixed fees
Garrett Thompson Sky Vision Wealth Columbus Not listed Percentage of assets
Gary Downie Wealth Pinnacle Centerville CFA Percentage of assets, Hourly
Geoffrey Galbraith GFM Asset Management Maumee Not listed Percentage of assets, Hourly
Gregory Luke THOR Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
Hannah Fitzpatrick Summit Financial Strategies, Inc. Columbus CFP, ChFC, BS, JD Percentage of assets
Jacob Rieger Vaultis Private Wealth Cincinnati CFP Percentage of assets
James Blue Blue Advisors Upper Arlington CFP Percentage of assets, Hourly
James Evans TTG Financial Inc Canton CFP Percentage of assets, Hourly
James Gore THOR Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
James Myers Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Jason Born Stirling Bridge Wealth Partners Mcclure CFA Percentage of assets
John Meyer Meyer Capital Management Cincinnati CFP Percentage of assets
Jordan Ranly Nvest Wealth Strategies Powell CFP Percentage of assets
Joseph Eck Stage Ready Financial Planning Dayton CFP Percentage of assets, Fixed fees
Joseph Perin Coordinated Financial Planning Cincinnati CFP Percentage of assets
Justin Rush JGR Financial Solutions, LLC North Canton CFP Percentage of assets, Fixed fees
Kara Downing Endeavor Wealth Advisors Pepper Pike CFP Percentage of assets, Hourly
Kevin Barto Coordinated Financial Planning Cincinnati CFP Percentage of assets
Lindsay Wolf asendo wealth Warren Not listed Percentage of assets, Hourly
Luke Leong Wealthquest Cincinnati CFA Percentage of assets, Fixed fees
Marcus Rose TSN Wealth & Tax Management Blue Ash Not listed Percentage of assets, Hourly
Mark Kleespies THOR Wealth Management Cincinnati Not listed Percentage of assets, Fixed fees
Mark Schutter Blake Schutter Theil Wealth Advisors Dayton Not listed Percentage of assets, Hourly
Matt Hofacre Pay It Forward Financial Planning Worthington CFP, EA, CRPC, APMA Fixed fees
Matthew Beamer Coordinated Financial Planning Cincinnati CFP Percentage of assets
Matthew Burnham Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Matthew Freiburger Shuttleworth & Company Powell CFA Percentage of assets, Fixed fees
Matthew Savoti Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Matthew Theil Blake Schutter Theil Wealth Advisors Dayton Not listed Percentage of assets, Hourly
Michael Beels Share The Harvest Partners Canton Not listed Percentage of assets, Hourly

Firms headquartered in Ohio (337)

All 337 firms in Ohio