# Fee-only financial advisors in Cleveland, Ohio > Start with a fee-only advisor in Cleveland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Peter Franz of Journey Wealth, Alexander Doll of Anfield Wealth Management and Jennifer Bush of INTENTIONAL WEALTH PARTNERS, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/ohio/cleveland/ 45 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Cleveland? Start with a fee-only advisor in Cleveland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Peter Franz of Journey Wealth, Alexander Doll of Anfield Wealth Management and Jennifer Bush of INTENTIONAL WEALTH PARTNERS, chosen for their credentials and fees on file. ## How many fee-only advisors in Cleveland are there? The Wellspent public graph lists 45 fee-only advisors in Cleveland, at 12 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Cleveland focus on? The most common focus among fee-only advisors in Cleveland is tax planning (27), followed by founders (25) and estate planning (20). Advisors can list more than one. ## How do fee-only advisors in Cleveland charge? All 45 fee-only advisors in Cleveland with fees on file charge a percentage of assets. Many use more than one: 91% charge fixed fees and 27% 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 Cleveland hold the CFP? 42% of the 45 fee-only advisors in Cleveland 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 Cleveland? 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 | |---|---|---|---|---| | [Jennifer Bush](https://find.wellspent.co/advisors/jennifer-bush.md) | INTENTIONAL WEALTH PARTNERS | Cleveland, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Bryan Costin](https://find.wellspent.co/advisors/bryan-costin.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Douglas Ambrose](https://find.wellspent.co/advisors/douglas-ambrose.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Kevin McPeek](https://find.wellspent.co/advisors/kevin-mcpeek.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Lauren Maclaren](https://find.wellspent.co/advisors/lauren-maclaren.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Michael Baker](https://find.wellspent.co/advisors/michael-baker.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Peter Franz](https://find.wellspent.co/advisors/peter-franz.md) | Journey Wealth | Cleveland, Ohio | CFP, CFA | Percentage of assets, Fixed fees | | [Alexander Doll](https://find.wellspent.co/advisors/alexander-doll.md) | Anfield Wealth Management | Cleveland, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Andrew Doepker](https://find.wellspent.co/advisors/andrew-doepker.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Siciliano](https://find.wellspent.co/advisors/andrew-siciliano.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Anna Vitale](https://find.wellspent.co/advisors/anna-vitale.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Jennifer Staton](https://find.wellspent.co/advisors/jennifer-staton.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Kathryn Madzsar](https://find.wellspent.co/advisors/kathryn-madzsar.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Stephanie Sandle](https://find.wellspent.co/advisors/stephanie-sandle.md) | Bluestone Private Wealth | Cleveland, Ohio | CFP | Percentage of assets | | [William Ambrogio](https://find.wellspent.co/advisors/william-ambrogio.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [David Olson](https://find.wellspent.co/advisors/david-olson.md) | Journey Wealth | Cleveland, Ohio | ChFC | Percentage of assets, Fixed fees | | [Lauren Fine](https://find.wellspent.co/advisors/lauren-fine.md) | Beatrice Advisors | Cleveland, Ohio | CFA | Percentage of assets, Fixed fees | | [Michael Novak](https://find.wellspent.co/advisors/michael-novak.md) | Wellspring Family Office | Cleveland, Ohio | PFS | Percentage of assets, Fixed fees | | [Richard Turgeon](https://find.wellspent.co/advisors/richard-turgeon.md) | Wellspring Family Office | Cleveland, Ohio | CFA | Percentage of assets, Fixed fees | | [Amy White](https://find.wellspent.co/advisors/amy-white-4454406.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Anthony Gargano](https://find.wellspent.co/advisors/anthony-gargano.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Charles Hruby](https://find.wellspent.co/advisors/charles-hruby.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Danijel Romic](https://find.wellspent.co/advisors/danijel-romic.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [James Myers](https://find.wellspent.co/advisors/james-myers.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Matthew Burnham](https://find.wellspent.co/advisors/matthew-burnham.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Mitchell Knotek](https://find.wellspent.co/advisors/mitchell-knotek.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Nicholas Paterniti](https://find.wellspent.co/advisors/nicholas-paterniti.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Terence Gliha](https://find.wellspent.co/advisors/terence-gliha.md) | Journey Wealth | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Christopher Barr](https://find.wellspent.co/advisors/christopher-barr.md) | Bluestone Private Wealth | Cleveland, Ohio | | Percentage of assets | | [Ryan Cass](https://find.wellspent.co/advisors/ryan-cass.md) | Beacon Financial Partners | Cleveland, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Joshua Levine](https://find.wellspent.co/advisors/joshua-levine.md) | Firefly Wealth Management | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Kimberly Murphy](https://find.wellspent.co/advisors/kimberly-murphy.md) | Park Edge Advisors | Cleveland, Ohio | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Laurel Fitzsimmons](https://find.wellspent.co/advisors/laurel-fitzsimmons.md) | Highland Consulting Associates | Cleveland, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Fairfax](https://find.wellspent.co/advisors/thomas-fairfax.md) | Highland Consulting Associates | Cleveland, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Givens](https://find.wellspent.co/advisors/andrew-givens.md) | First Fiduciary Investment Counsel | Cleveland, Ohio | CFA | Percentage of assets, Fixed fees | | [Ryan Smeltzer](https://find.wellspent.co/advisors/ryan-smeltzer.md) | Highland Consulting Associates | Cleveland, Ohio | CFA | Percentage of assets, Hourly, Fixed fees | | [Denise French](https://find.wellspent.co/advisors/denise-french.md) | Intentional Wealth Partners | Cleveland, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Laura Collins](https://find.wellspent.co/advisors/laura-collins.md) | First Fiduciary Investment Counsel | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Leah Hadley](https://find.wellspent.co/advisors/leah-hadley.md) | Intentional Wealth Partners | Cleveland, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Mary Anderson](https://find.wellspent.co/advisors/mary-anderson.md) | First Fiduciary Investment Counsel | Cleveland, Ohio | | Percentage of assets, Fixed fees | | [Matthew Gordillo](https://find.wellspent.co/advisors/matthew-gordillo.md) | Park Edge Advisors | Cleveland, Ohio | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michelle Raddell](https://find.wellspent.co/advisors/michelle-raddell.md) | Intentional Wealth Partners | Cleveland, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Richard Lowrie](https://find.wellspent.co/advisors/richard-lowrie.md) | Park Edge Advisors | Cleveland, Ohio | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Todd Kalish](https://find.wellspent.co/advisors/todd-kalish.md) | Park Edge Advisors | Cleveland, Ohio | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [William Henry](https://find.wellspent.co/advisors/william-henry.md) | First Fiduciary Investment Counsel | Cleveland, Ohio | | Percentage of assets, Fixed fees | ## 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).