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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
Stevan Vaughan Financial Counseling Springboro Not listed Percentage of assets, Hourly
Steven Henderly Nvest Wealth Strategies Powell CFA Percentage of assets
Thomas Isgrig Isgrig Capital Asset Management Cincinnati Not listed Hourly, Fixed fees
Timothy Recker Union Strategic Advisors Blue Ash Not listed Percentage of assets, Fixed fees
Timothy Scholten Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Todd Wenning KNA Capital Cincinnati CFA Percentage of assets, Hourly
Tom Sleeter Ruggaard & Associates Hudson Not listed Percentage of assets, Performance-based fees
William Henderly Nvest Wealth Strategies Powell CFA Percentage of assets
William Hoover Broadleaf Partners Hudson Not listed Percentage of assets
Zachary Holtmeier Union Strategic Advisors Blue Ash Not listed Percentage of assets, Fixed fees
Andrew Lessman Sharper & Granite Strongsville Not listed Percentage of assets
Andrew Schmitt Schmitt Wealth Advisers Cincinnati Not listed Percentage of assets, Hourly
Anthony Hixon Hixon Zuercher Capital Management Findlay Not listed Percentage of assets, Hourly
Arthur Jarvis Jarvis Global Investments Loveland Not listed Percentage of assets
Austin Jarvis Jarvis Global Investments Loveland Not listed Percentage of assets
Austin Wilson Hixon Zuercher Capital Management Findlay Not listed Percentage of assets, Hourly
Bradley Fergason Beese Fulmer Canton Not listed Percentage of assets
Catherine Cory Gryphon Financial Partners Columbus Not listed Percentage of assets, Hourly
Charles Saunders Gryphon Financial Partners Columbus Not listed Percentage of assets, Hourly
Craig Sumerel Gryphon Financial Partners Columbus Not listed Percentage of assets, Hourly
David Wassmuth Central Point Wealth Management Beavercreek Township Not listed Percentage of assets, Hourly
Dawn Wilson Athens Impact Socially Responsible Investments Athens Not listed Percentage of assets, Hourly
Jeroen van Leersum Wyoming Wealth Management Cincinnati Not listed Percentage of assets
Jessica Hinks Hixon Zuercher Capital Management Findlay Not listed Percentage of assets, Hourly
Joel Guth Gryphon Financial Partners Columbus Not listed Percentage of assets, Hourly
John Quimjian Physicians Wealth Solutions Columbus Not listed Percentage of assets
John Stewart Physicians Wealth Solutions Columbus Not listed Percentage of assets
Joseph Strancar Beese Fulmer Canton Not listed Percentage of assets
Joshua Robb Hixon Zuercher Capital Management Findlay Not listed Percentage of assets, Hourly
Kristen Nicholson Gryphon Financial Partners Toledo Not listed Percentage of assets, Hourly
Kristine O'Brien Wealth Transitions Financial Planning Cincinnati Not listed Percentage of assets, Fixed fees
Lawrence Zimmerman Zimmerman Advisory Group Dublin Not listed Percentage of assets, Fixed fees
Mark Kamann Physicians Wealth Solutions Columbus Not listed Percentage of assets
Randi Bellner Gryphon Financial Partners Columbus Not listed Percentage of assets, Hourly
Ryan Fulmer Beese Fulmer Canton Not listed Percentage of assets
Steve Schaefer Eagle Eye Advisory Westerville Not listed Percentage of assets
Verna Ruby Physicians Wealth Solutions Columbus Not listed Percentage of assets
William Camp Beese Fulmer Canton Not listed Percentage of assets
Aaron Mechling KMG Fiduciary Partners Toledo Not listed Percentage of assets, Fixed fees
Alfredo Sandoval The Private Investment Group Kettering Not listed Percentage of assets, Fixed fees
Braden Seymour Kleinfelder Capital Cincinnati Not listed Percentage of assets, Hourly
Brandon Grimm KMG Fiduciary Partners Toledo Not listed Percentage of assets, Fixed fees
Brenton Luce Woodland Wealth Partners Pepper Pike Not listed Percentage of assets
Connor Diem Sims Investment Management Cincinnati Not listed Percentage of assets, Hourly
Cory Sims Sims Investment Management Cincinnati Not listed Percentage of assets, Hourly
Denny Johnson Woodland Wealth Partners Pepper Pike Not listed Percentage of assets
Evan Glover Tetelestai Capital Loveland Not listed Percentage of assets, Hourly
Keith Kohout Vaultis Private Wealth Cincinnati Not listed Percentage of assets
Kelsey Burke Apricity Financial Planning Whitehouse Not listed Ongoing planning fee, One-time planning fee
Mary Daly Independence Asset Advisors Dublin Not listed Percentage of assets

Firms headquartered in Ohio (337)

All 337 firms in Ohio