# Fee-only financial advisors in Cincinnati, Ohio > Start with a fee-only advisor in Cincinnati whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Curtis Bailey of Quiet Wealth Management, Cheryl Rose of Constellation Wealth Advisors and Matthew Heitman of National Wealth Management Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/ohio/cincinnati/ 165 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Cincinnati? Start with a fee-only advisor in Cincinnati whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Curtis Bailey of Quiet Wealth Management, Cheryl Rose of Constellation Wealth Advisors and Matthew Heitman of National Wealth Management Group, chosen for their credentials and fees on file. ## How many fee-only advisors in Cincinnati are there? The Wellspent public graph lists 165 fee-only advisors in Cincinnati, at 64 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in Cincinnati focus on? The most common focus among fee-only advisors in Cincinnati is estate planning (63), followed by tax planning (57) and retirement planning (54). Advisors can list more than one. ## How do fee-only advisors in Cincinnati charge? The most common fee among fee-only advisors in Cincinnati is a percentage of assets, used by 92% of the 165 with fees on file. Many use more than one: 68% charge fixed fees and 33% charge by the hour. ## How much do fee-only financial advisors charge in Ohio? Fee-only financial advisors in Ohio charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 19 Ohio firms. ## How many fee-only advisors in Cincinnati hold the CFP? 44% of the 165 fee-only advisors in Cincinnati hold the CFP certification, based on the credentials listed on each record. ## Does Ohio tax income on top of federal tax? Yes. Ohio has a state income tax, so a financial plan for a Ohio resident should project it alongside federal tax. ## Is there a local income tax in Ohio? Yes. In Ohio, many cities add a local income tax. ## How current is this list of fee-only advisors in Cincinnati? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer | | [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski.md) | AJD Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Chris Ward](https://find.wellspent.co/advisors/chris-ward.md) | EntryPoint Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Curtis Bailey](https://find.wellspent.co/advisors/curtis-bailey.md) | Quiet Wealth Management | Cincinnati, Ohio | CFP, CFA, EA, CRPC | Flat fee or retainer | | [Susan Pack](https://find.wellspent.co/advisors/susan-pack.md) | Pomeroy Financial Planning, LLC | Cincinnati, Ohio | CFP, CKA, CPA/PFS, CPA, PFS | Hourly, Fixed fees | | [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Dave Moerlein](https://find.wellspent.co/advisors/dave-moerlein.md) | Belay Finance | Cincinnati, Ohio | MBA, MS | One-time planning fee, Hourly | | [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Loftus](https://find.wellspent.co/advisors/eric-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Smith](https://find.wellspent.co/advisors/erik-smith.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Feather](https://find.wellspent.co/advisors/robert-feather.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Thomas Cooney](https://find.wellspent.co/advisors/thomas-cooney.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Curti](https://find.wellspent.co/advisors/thomas-curti.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Schiller](https://find.wellspent.co/advisors/thomas-schiller.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Weaver](https://find.wellspent.co/advisors/anthony-weaver.md) | THOR Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Benjamin Dobler](https://find.wellspent.co/advisors/benjamin-dobler.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [Christopher Hansen](https://find.wellspent.co/advisors/christopher-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [David Holwadel](https://find.wellspent.co/advisors/david-holwadel.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jeffrey Thompson](https://find.wellspent.co/advisors/jeffrey-thompson.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Lindsey Meredith](https://find.wellspent.co/advisors/lindsey-meredith.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Marc Henn](https://find.wellspent.co/advisors/marc-henn.md) | Harvest Financial Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Richard Fein](https://find.wellspent.co/advisors/richard-fein.md) | Fein Advisor | Cincinnati, Ohio | CFP | Flat fee or retainer | | [Robert Hansen](https://find.wellspent.co/advisors/robert-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [Robert Maher](https://find.wellspent.co/advisors/robert-maher.md) | Virgil Wealth Advisory | Cincinnati, Ohio | CFA | Percentage of assets, One-time planning fee | | [Sharon Miller](https://find.wellspent.co/advisors/sharon-miller.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [Christopher Cook](https://find.wellspent.co/advisors/christopher-cook-5714816.md) | McCarley & Cook | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Gregory Middendorf](https://find.wellspent.co/advisors/gregory-middendorf.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jake Butcher](https://find.wellspent.co/advisors/jake-butcher.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Dunphy](https://find.wellspent.co/advisors/james-dunphy.md) | Dunphy Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [James Eutsler](https://find.wellspent.co/advisors/james-eutsler.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [John Smith](https://find.wellspent.co/advisors/john-smith-5924083.md) | Ten Talents Asset Management | Cincinnati, Ohio | CFA | Percentage of assets | | [Matthew Calme](https://find.wellspent.co/advisors/matthew-calme.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Steven Hengehold](https://find.wellspent.co/advisors/steven-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Molnar](https://find.wellspent.co/advisors/andrew-molnar.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Andrew Woodard](https://find.wellspent.co/advisors/andrew-woodard.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Daniel Larson](https://find.wellspent.co/advisors/daniel-larson.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Oliger](https://find.wellspent.co/advisors/james-oliger.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Stechschulte](https://find.wellspent.co/advisors/james-stechschulte.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Jenny Burns](https://find.wellspent.co/advisors/jenny-burns.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Luke Nordman](https://find.wellspent.co/advisors/luke-nordman.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Mark Bates](https://find.wellspent.co/advisors/mark-bates.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Megan Hammann](https://find.wellspent.co/advisors/megan-hammann.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Michael Riney](https://find.wellspent.co/advisors/michael-riney.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Stephen King](https://find.wellspent.co/advisors/stephen-king.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [W. Kern](https://find.wellspent.co/advisors/w-kern.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Wade Daniel](https://find.wellspent.co/advisors/wade-daniel.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Jung](https://find.wellspent.co/advisors/andrew-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Brendan Koors](https://find.wellspent.co/advisors/brendan-koors.md) | Athyra Financial Partners | Cincinnati, Ohio | | Percentage of assets, Ongoing planning fee | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Douglas Johnson](https://find.wellspent.co/advisors/douglas-johnson.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Matthew Antenucci](https://find.wellspent.co/advisors/matthew-antenucci.md) | McCarley & Cook | Cincinnati, Ohio | CFA | Percentage of assets, Hourly | | [Matthew Swendiman](https://find.wellspent.co/advisors/matthew-swendiman.md) | Crew Capital | Cincinnati, Ohio | ChFC, CFA | Percentage of assets | | [Michael Hengehold](https://find.wellspent.co/advisors/michael-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | PFS | Percentage of assets, Fixed fees | | [Peter Baden](https://find.wellspent.co/advisors/peter-baden.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Peter Schmitt](https://find.wellspent.co/advisors/peter-schmitt.md) | Schmitt Wealth Advisers | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Jung](https://find.wellspent.co/advisors/robert-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Sean Paddock](https://find.wellspent.co/advisors/sean-paddock.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Thomas Regan](https://find.wellspent.co/advisors/thomas-regan.md) | Gryphon Financial Partners | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Schwiebert](https://find.wellspent.co/advisors/timothy-schwiebert.md) | Topsail Wealth Management | Cincinnati, Ohio | | Percentage of assets | | [Allisha Curtis](https://find.wellspent.co/advisors/allisha-curtis.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Brian Munoz](https://find.wellspent.co/advisors/brian-munoz.md) | Financial Rounds | Cincinnati, Ohio | | Ongoing planning fee | | [Bruce Mason](https://find.wellspent.co/advisors/bruce-mason.md) | Harvest Financial Advisors | Cincinnati, Ohio | | Percentage of assets, Hourly | | [Danya Karram](https://find.wellspent.co/advisors/danya-karram.md) | Brilliant Advice™ Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Gregory Luke](https://find.wellspent.co/advisors/gregory-luke.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Jacob Rieger](https://find.wellspent.co/advisors/jacob-rieger.md) | Vaultis Private Wealth | Cincinnati, Ohio | CFP | Percentage of assets | | [James Gore](https://find.wellspent.co/advisors/james-gore.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [John Meyer](https://find.wellspent.co/advisors/john-meyer-6447590.md) | Meyer Capital Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Joseph Perin](https://find.wellspent.co/advisors/joseph-perin.md) | Coordinated Financial Planning | Cincinnati, Ohio | CFP | Percentage of assets | | [Kevin Barto](https://find.wellspent.co/advisors/kevin-barto.md) | Coordinated Financial Planning | Cincinnati, Ohio | CFP | Percentage of assets | | [Luke Leong](https://find.wellspent.co/advisors/luke-leong.md) | Wealthquest | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Mark Kleespies](https://find.wellspent.co/advisors/mark-kleespies.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Matthew Beamer](https://find.wellspent.co/advisors/matthew-beamer.md) | Coordinated Financial Planning | Cincinnati, Ohio | CFP | Percentage of assets | | [Michael Kleinfelder](https://find.wellspent.co/advisors/michael-kleinfelder.md) | Kleinfelder Capital | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Croll](https://find.wellspent.co/advisors/adam-croll.md) | Crew Capital | Cincinnati, Ohio | | Percentage of assets | | [Casey Boland](https://find.wellspent.co/advisors/casey-boland.md) | HCM Wealth Advisors | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Cern Basher](https://find.wellspent.co/advisors/cern-basher.md) | Brilliant Advice™ Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets | | [David Eltringham](https://find.wellspent.co/advisors/david-eltringham.md) | Benchmark Wealth | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Matthew Eltringham](https://find.wellspent.co/advisors/matthew-eltringham.md) | Benchmark Wealth | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Michael Loewe](https://find.wellspent.co/advisors/michael-loewe.md) | Wealthquest | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Michael Moore](https://find.wellspent.co/advisors/michael-moore-1711030.md) | Wealthquest | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Robert Reichwein](https://find.wellspent.co/advisors/robert-reichwein.md) | Wealthquest | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Ryan Hoskins](https://find.wellspent.co/advisors/ryan-hoskins.md) | Benchmark Wealth | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Samuel Martinez](https://find.wellspent.co/advisors/samuel-martinez.md) | Wealthquest | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Stephen Perrin](https://find.wellspent.co/advisors/stephen-perrin.md) | Coordinated Financial Planning | Cincinnati, Ohio | ChFC | Percentage of assets | | [Thomas Isgrig](https://find.wellspent.co/advisors/thomas-isgrig.md) | Isgrig Capital Asset Management | Cincinnati, Ohio | | Hourly, Fixed fees | | [Todd Wenning](https://find.wellspent.co/advisors/todd-wenning.md) | KNA Capital | Cincinnati, Ohio | CFA | Percentage of assets, Hourly | | [Andrew Schmitt](https://find.wellspent.co/advisors/andrew-schmitt.md) | Schmitt Wealth Advisers | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Jeroen van Leersum](https://find.wellspent.co/advisors/jeroen-van-leersum.md) | Wyoming Wealth Management | Cincinnati, Ohio | | Percentage of assets | | [Kristine O'Brien](https://find.wellspent.co/advisors/kristine-o-brien.md) | Wealth Transitions Financial Planning | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Braden Seymour](https://find.wellspent.co/advisors/braden-seymour.md) | Kleinfelder Capital | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Connor Diem](https://find.wellspent.co/advisors/connor-diem.md) | Sims Investment Management | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Cory Sims](https://find.wellspent.co/advisors/cory-sims.md) | Sims Investment Management | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Keith Kohout](https://find.wellspent.co/advisors/keith-kohout.md) | Vaultis Private Wealth | Cincinnati, Ohio | | Percentage of assets | | [Michael Perry](https://find.wellspent.co/advisors/michael-perry.md) | Sims Investment Management | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Patrick Jones](https://find.wellspent.co/advisors/patrick-jones-7420630.md) | Sims Investment Management | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Ryan Atkins](https://find.wellspent.co/advisors/ryan-atkins.md) | Sims Investment Management | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Timothy Davis](https://find.wellspent.co/advisors/timothy-davis.md) | Kleinfelder Capital | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Timothy Meyer](https://find.wellspent.co/advisors/timothy-meyer.md) | Meyer Capital Management | Cincinnati, Ohio | | Percentage of assets | | [William Justice](https://find.wellspent.co/advisors/william-justice.md) | Sims Investment Management | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Adam Morton](https://find.wellspent.co/advisors/adam-morton.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Allen Osgood](https://find.wellspent.co/advisors/allen-osgood.md) | Financial Freedom | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Federico](https://find.wellspent.co/advisors/andrew-federico.md) | Financial Freedom | Cincinnati, Ohio | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Anna Pfaehler](https://find.wellspent.co/advisors/anna-pfaehler.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Benjamin Linser](https://find.wellspent.co/advisors/benjamin-linser.md) | Family Wealth Advisory Group | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Brad Schueler](https://find.wellspent.co/advisors/brad-schueler.md) | Fiduciary Wealth Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Brent Gargano](https://find.wellspent.co/advisors/brent-gargano.md) | National Wealth Management Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Cheryl Rose](https://find.wellspent.co/advisors/cheryl-rose.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFP, CFA | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Clare Fazackerley](https://find.wellspent.co/advisors/clare-fazackerley.md) | 1taxfinancial | Cincinnati, Ohio | CFP | Hourly | | [Daniel Bussone](https://find.wellspent.co/advisors/daniel-bussone.md) | Dean Financial Advisory, LLC. | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Daniel Souders](https://find.wellspent.co/advisors/daniel-souders.md) | Souders Financial Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Emily Rose](https://find.wellspent.co/advisors/emily-rose.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [John Dexter](https://find.wellspent.co/advisors/john-dexter.md) | Trinity Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [John Gislason](https://find.wellspent.co/advisors/john-gislason.md) | Opus Capital Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Kevin Thomas](https://find.wellspent.co/advisors/kevin-thomas.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Matthew Heitman](https://find.wellspent.co/advisors/matthew-heitman.md) | National Wealth Management Group | Cincinnati, Ohio | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Souders](https://find.wellspent.co/advisors/michael-souders.md) | Souders Financial Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Nathan Bailey](https://find.wellspent.co/advisors/nathan-bailey.md) | Opus Capital Management | Cincinnati, Ohio | CFP, CFA | Percentage of assets | | [Nicolas Paxson](https://find.wellspent.co/advisors/nicolas-paxson.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Pamela Clark](https://find.wellspent.co/advisors/pamela-clark.md) | Generations Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Robert Grossheim](https://find.wellspent.co/advisors/robert-grossheim.md) | Family Wealth Advisory Group | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Ronald Mahorney](https://find.wellspent.co/advisors/ronald-mahorney.md) | Cincinnati Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Timothy Koester](https://find.wellspent.co/advisors/timothy-koester.md) | Phase Line Financial | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Anita Eisthen](https://find.wellspent.co/advisors/anita-eisthen.md) | Labrador Investments | Cincinnati, Ohio | CFA | Percentage of assets, Hourly, Fixed fees | | [Bruce Russo](https://find.wellspent.co/advisors/bruce-russo.md) | Russo Investment Management | Cincinnati, Ohio | PFS | Percentage of assets, Hourly, Fixed fees | | [James Iverson](https://find.wellspent.co/advisors/james-iverson.md) | 1taxfinancial | Cincinnati, Ohio | CFA | Hourly | | [Jeffrey Spitzmiller](https://find.wellspent.co/advisors/jeffrey-spitzmiller.md) | Queen City Capital Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [John Williams](https://find.wellspent.co/advisors/john-williams-2669535.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Kevin Whelan](https://find.wellspent.co/advisors/kevin-whelan.md) | Opus Capital Management | Cincinnati, Ohio | CFA | Percentage of assets | | [Matthew Woebkenberg](https://find.wellspent.co/advisors/matthew-woebkenberg.md) | Constellation Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Nathan Bishop](https://find.wellspent.co/advisors/nathan-bishop.md) | Opus Capital Management | Cincinnati, Ohio | CFA | Percentage of assets | | [Robert Wassel](https://find.wellspent.co/advisors/robert-wassel.md) | Trinity Wealth Management | Cincinnati, Ohio | PFS | Percentage of assets, Hourly, Fixed fees | | [Victor Moy](https://find.wellspent.co/advisors/victor-moy.md) | MOY Investment Management | Cincinnati, Ohio | CFA | Percentage of assets, Hourly | | [Benjamin Grossheim](https://find.wellspent.co/advisors/benjamin-grossheim.md) | Family Wealth Advisory Group | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Benjamin Jones](https://find.wellspent.co/advisors/benjamin-jones.md) | National Wealth Management Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Bradley Rice](https://find.wellspent.co/advisors/bradley-rice.md) | Constellation Wealth Advisors | Cincinnati, Ohio | | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Catherine Zaino](https://find.wellspent.co/advisors/catherine-zaino.md) | Souders Financial Advisors | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [David Snopkowski](https://find.wellspent.co/advisors/david-snopkowski.md) | Constellation Wealth Advisors | Cincinnati, Ohio | | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Debora Caley](https://find.wellspent.co/advisors/debora-caley.md) | Richwood Investment Advisors | Cincinnati, Ohio | | Percentage of assets | | [Deborah Saas](https://find.wellspent.co/advisors/deborah-saas.md) | Center for Wealth Management Advisory | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Douglas McPeek](https://find.wellspent.co/advisors/douglas-mcpeek.md) | Nottinghill Investment Advisers | Cincinnati, Ohio | | Percentage of assets, Subscription | | [Jeffrey Albright](https://find.wellspent.co/advisors/jeffrey-albright.md) | Shepherd Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Jeffrey McPeek](https://find.wellspent.co/advisors/jeffrey-mcpeek.md) | Nottinghill Investment Advisers | Cincinnati, Ohio | | Percentage of assets, Subscription | | [John Ashcroft](https://find.wellspent.co/advisors/john-ashcroft.md) | Shepherd Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [John Cioffi](https://find.wellspent.co/advisors/john-cioffi.md) | Vertice Capital Partners | Cincinnati, Ohio | | Percentage of assets | | [Kellen Finan](https://find.wellspent.co/advisors/kellen-finan.md) | Souders Financial Advisors | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Louisa Gehring](https://find.wellspent.co/advisors/louisa-gehring.md) | Constellation Wealth Advisors | Cincinnati, Ohio | | Percentage of assets, Subscription, Fixed fees, Performance-based fees | | [Marianne Woodburn](https://find.wellspent.co/advisors/marianne-woodburn.md) | Labrador Investments | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Mark Gargano](https://find.wellspent.co/advisors/mark-gargano.md) | National Wealth Management Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Matthew Berning](https://find.wellspent.co/advisors/matthew-berning.md) | Souders Financial Advisors | Cincinnati, Ohio | | Percentage of assets, Fixed fees | Showing the first 150 of 165. The full list, page by page: https://find.wellspent.co/locations/us/ohio/cincinnati/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).