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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
Nicholas Perini Beese Fulmer Canton CFA Percentage of assets
Perry Jeffries Diamond Equity Advisors Columbus Not listed Ongoing planning fee
Randall Kronour Kapstone Financial Advisors Lebanon Not listed Percentage of assets
Richard Culpepper James Investment Xenia Not listed Percentage of assets, Hourly
Robert Chester Chester Financial Services Fredericktown Not listed One-time planning fee
Robert Deitrick Polaris Financial Partners Westerville Not listed Percentage of assets, Fixed fees
Robert Szeles Beese Fulmer Canton CFA Percentage of assets
Roy McGuffin Kapstone Financial Advisors Lebanon Not listed Percentage of assets
Ryan Cass Beacon Financial Partners Cleveland Not listed Percentage of assets, Hourly
Ryan Post James Investment Xenia Not listed Percentage of assets, Hourly
Ryan Retcher Access Wealth Group Dublin Not listed Percentage of assets, Hourly
Stephen Miller C.H. Dean Beavercreek Not listed Percentage of assets
William Harrigan Polaris Financial Partners Westerville Not listed Percentage of assets, Fixed fees
Zachary Haberman C.H. Dean Beavercreek Not listed Percentage of assets
Alex Holtmeier Union Strategic Advisors Blue Ash Not listed Percentage of assets, Fixed fees
Anastasiya Sembay Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Augustine Matheson Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Cern Basher Brilliant Advice™ Wealth Management Cincinnati CFA Percentage of assets
Conner McClure True North Financial Advisors Hilliard Not listed Percentage of assets, Fixed fees
Connie Costanzo Connie Costanzo Brunswick Not listed Percentage of assets, Hourly
Danny Colburn Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
David Eltringham Benchmark Wealth Cincinnati Not listed Percentage of assets, Fixed fees
David Macino Macino Financial Services Holland Not listed Percentage of assets, Hourly
David Millet Galvin, Gaustad & Stein Sagamore Hills Not listed Percentage of assets, Hourly
Douglas Moore Financial Counseling Springboro Not listed Percentage of assets, Hourly
Dylan Bastress Pace Financial Advisors Ashville Not listed Percentage of assets, Hourly
Edmund Malone Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Edward Daniels Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Gavan Griesmeyer Wealth Management Group Beavercreek Not listed Percentage of assets, Hourly
James Grable Signal Tree Financial Partners Copley Not listed Percentage of assets, Fixed fees
Jared Hoffman Broadleaf Partners Hudson Not listed Percentage of assets
John Vrablic T.I.P.S. 4 Reps Avon Not listed Percentage of assets, Hourly
Jonathan Yarger Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Joshua Dandurand Walden Financial Granville Not listed Percentage of assets, One-time planning fee
Joshua Petrusko Iron Gate Wealth Advisors Poland Not listed Percentage of assets, Hourly
Mark Crowe Crowe Financial Group Hillsboro Not listed Percentage of assets, Hourly
Matthew Eltringham Benchmark Wealth Cincinnati Not listed Percentage of assets, Fixed fees
Michael Loewe Wealthquest Cincinnati Not listed Percentage of assets, Fixed fees
Michael Moore Wealthquest Cincinnati Not listed Percentage of assets, Fixed fees
Naomi Roberts Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Nick Dionisos Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Paul Chapman Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Robert Gabel Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Robert Reichwein Wealthquest Cincinnati Not listed Percentage of assets, Fixed fees
Ryan Coulter Demming Financial Services Aurora Not listed Percentage of assets, Ongoing planning fee
Ryan Hoskins Benchmark Wealth Cincinnati Not listed Percentage of assets, Fixed fees
Ryan Ruggaard Ruggaard & Associates Hudson Not listed Percentage of assets, Performance-based fees
Samuel Martinez Wealthquest Cincinnati Not listed Percentage of assets, Fixed fees
Stanley Edgell Strategic Planning Columbus Not listed Percentage of assets, Fixed fees
Stephen Perrin Coordinated Financial Planning Cincinnati ChFC Percentage of assets

Firms headquartered in Ohio (337)

All 337 firms in Ohio