Fee-only financial advisors in Cincinnati, Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Curtis Bailey Quiet Wealth Management Holds the CFP, CFA and EA. Fees on file: flat fee or retainer.
- Cheryl Rose Constellation Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, subscription.
- Matthew Heitman National Wealth Management Group Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Andrew Federico Financial Freedom Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Susan Pack Pomeroy Financial Planning, LLC Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Nathan Bailey Opus Capital Management Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 165
- Firms
- 64
- Hold the CFP
- 44%
- Other credentials: CFA 16% · CPA 1% · EA 1%
- How they charge (of 165 with fees on file): percentage of assets 92% · fixed fees 68% · hourly 33% · subscription 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Cincinnati by what you need
Find an advisor in Ohio by fee, assets, or credential
Questions about fee-only advisors in Cincinnati
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.
All 165 advisors in Cincinnati
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Sara Young | Live and Give Financial LLC | Cincinnati | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Curtis Bailey | Quiet Wealth Management | Cincinnati | CFP, CFA, EA, CRPC | Flat fee or retainer |
| Susan Pack | Pomeroy Financial Planning, LLC | Cincinnati | CFP, CKA, CPA/PFS, CPA | Hourly, Fixed fees |
| Darren Wurz | Wurz Financial Services | Cincinnati | CFP | Percentage of assets, Hourly |
| Dave Moerlein Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation. | Belay Finance | Cincinnati | MBA, MS | One-time planning fee, Hourly |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Benjamin Dobler | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Christopher Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| David Holwadel | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jeffrey Thompson | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Lindsey Meredith | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Richard Fein | Fein Advisor | Cincinnati | CFP | Flat fee or retainer |
| Robert Hansen | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Sharon Miller | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Dunphy | Dunphy Wealth Management | Cincinnati | CFP | Percentage of assets |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| John Smith | Ten Talents Asset Management | Cincinnati | CFA | Percentage of assets |
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Steven Hengehold | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Daniel Larson | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Oliger | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jenny Burns | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Luke Nordman | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Mark Bates | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Megan Hammann | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Riney | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Stephen King | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| W. Kern | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Wade Daniel | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
Want a shorter list in Cincinnati?
Tell us what you need and we'll narrow Cincinnati's 165 advisors to the few who fit.
Get matched in 2 minutes