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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
Michael Kleinfelder Kleinfelder Capital Cincinnati CFP Percentage of assets, Hourly
Mitchell Knotek Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Mitchell Towne LeClair Wealth Partners Dublin Not listed Percentage of assets, Flat fee or retainer
Molly Balunek Endeavor Wealth Advisors Pepper Pike CFP Percentage of assets, Hourly
Nicholas Evans CM Wealth Beachwood Not listed Percentage of assets, Hourly
Nicholas Paterniti Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Nick George ClearMind Capital Columbus CFP, ChFC Percentage of assets, Fixed fees
Paul Burgdorf Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Randall Ruggaard Ruggaard & Associates Hudson ChFC Percentage of assets, Performance-based fees
Richard Kaser KMG Fiduciary Partners Toledo CFP Percentage of assets, Fixed fees
Roman Skurdal Ceva Advisors Beavercreek Not listed Percentage of assets, Hourly
Ryan Motsinger Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Samuel McCoy Tenacity Private Wealth Powell CFP Percentage of assets, Hourly
Scott Haley Prelude Financial, LLC Doylestown CFP Percentage of assets, Hourly
Sunil Kulkarni Nuts2Invest.com Tipp City CFA Ongoing planning fee
Terence Gliha Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Thomas Houston Share The Harvest Partners Canton Not listed Percentage of assets, Hourly
Tim Baker Your Financial Pharmacist New Albany CFP Not listed
Tim Hamilton FinancialFamilies Carroll CFP, MBA Fixed fees
Todd Pouliot Gateway Financial Northfield Not listed Flat fee or retainer, Ongoing planning fee
William Leuby Hamilton Capital, LLC Columbus CFP, CPA, JD Percentage of assets, Hourly
William Root Keeler & Nadler Dublin Not listed Percentage of assets, Hourly
Adam Croll Crew Capital Cincinnati Not listed Percentage of assets
Alexander Hartzel Kohmann Bosshard Akron Not listed Percentage of assets, Hourly
Annette Quinter James Investment Xenia Not listed Percentage of assets, Hourly
Anthony Calvino Trinity Financial Advisors Columbus Not listed Percentage of assets, Fixed fees
Caleb Frankart Blue Jay Financial Group Defiance Not listed Percentage of assets
Casey Boland HCM Wealth Advisors Cincinnati Not listed Percentage of assets, Fixed fees
Cassidy Kohmann Kohmann Bosshard Akron Not listed Percentage of assets, Hourly
Christen Biddlestone Trinity Financial Advisors Columbus Not listed Percentage of assets, Fixed fees
Christopher Barr Bluestone Private Wealth Cleveland Not listed Percentage of assets
Craig Steinbrink St. Clair Advisors Mayfield Heights Not listed Percentage of assets, Hourly
David McGowan James Investment Xenia Not listed Percentage of assets, Hourly
David Sommer St. Clair Advisors Mayfield Heights Not listed Percentage of assets, Hourly
Dean Kohmann Kohmann Bosshard Akron Not listed Percentage of assets, Hourly
Dennis Fulmer Beese Fulmer Canton CFA Percentage of assets
Diane Rose James Investment Xenia Not listed Percentage of assets, Hourly
Douglas Kuhlman Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Edward Smith Smith Capital Management Loveland ChFC Percentage of assets
Fred Botek St. Clair Advisors Mayfield Heights Not listed Percentage of assets, Hourly
Gregory Johnson Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Jason Zangmeister Aspire Growth Partners Medina Not listed Percentage of assets, Hourly
Jill Wood FreeWood Private Wealth Management Powell Not listed Percentage of assets, Hourly
Kevin Cooney Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Kristina Green Trinity Financial Advisors Columbus Not listed Percentage of assets, Fixed fees
Mark Fleming Gryphon Financial Partners Columbus CFA Percentage of assets, Hourly
Matthew Wallace C.H. Dean Beavercreek Not listed Percentage of assets
Michael Kostelnik Family Life Financial Planning Mentor Not listed Percentage of assets, Hourly
Michael Martinez The Pension Group Dublin Not listed Percentage of assets, Hourly
Michael Willitzer Blue Jay Financial Group Defiance Not listed Percentage of assets

Firms headquartered in Ohio (337)

All 337 firms in Ohio