Fee-only financial advisors in Cleveland, Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Peter Franz Journey Wealth Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Alexander Doll Anfield Wealth Management Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jennifer Bush INTENTIONAL WEALTH PARTNERS Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Laurel Fitzsimmons Highland Consulting Associates Holds the CFP. Fees on file: percentage of assets, hourly.
- Anna Vitale Wellspring Family Office Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Lauren Fine Beatrice Advisors Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 45
- Firms
- 12
- Hold the CFP
- 42%
- Other credentials: CFA 11% · ChFC 2%
- How they charge (of 45 with fees on file): percentage of assets 100% · fixed fees 91% · hourly 27% · performance-based fees 9%
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 Cleveland by what you need
Find an advisor in Ohio by fee, assets, or credential
Questions about fee-only advisors in Cleveland
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.
All 45 advisors in Cleveland
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jennifer Bush | INTENTIONAL WEALTH PARTNERS | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Bryan Costin | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Douglas Ambrose | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kevin McPeek | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Lauren Maclaren | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Michael Baker | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Peter Franz | Journey Wealth | Cleveland | CFP, CFA | Percentage of assets, Fixed fees |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Doepker | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Andrew Siciliano | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Anna Vitale | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Jennifer Staton | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kathryn Madzsar | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Stephanie Sandle | Bluestone Private Wealth | Cleveland | CFP | Percentage of assets |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| Lauren Fine | Beatrice Advisors | Cleveland | CFA | Percentage of assets, Fixed fees |
| Michael Novak | Wellspring Family Office | Cleveland | PFS | Percentage of assets, Fixed fees |
| Richard Turgeon | Wellspring Family Office | Cleveland | CFA | Percentage of assets, Fixed fees |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Christopher Barr | Bluestone Private Wealth | Cleveland | Not listed | Percentage of assets |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Joshua Levine | Firefly Wealth Management | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kimberly Murphy | Park Edge Advisors | Cleveland | CFP | Percentage of assets, Hourly |
| Laurel Fitzsimmons | Highland Consulting Associates | Cleveland | CFP | Percentage of assets, Hourly |
| Thomas Fairfax | Highland Consulting Associates | Cleveland | CFP | Percentage of assets, Hourly |
| Andrew Givens | First Fiduciary Investment Counsel | Cleveland | CFA | Percentage of assets, Fixed fees |
| Ryan Smeltzer | Highland Consulting Associates | Cleveland | CFA | Percentage of assets, Hourly |
| Denise French | Intentional Wealth Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Laura Collins | First Fiduciary Investment Counsel | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Leah Hadley | Intentional Wealth Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Mary Anderson | First Fiduciary Investment Counsel | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Gordillo | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| Michelle Raddell | Intentional Wealth Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Richard Lowrie | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| Todd Kalish | Park Edge Advisors | Cleveland | Not listed | Percentage of assets, Hourly |
| William Henry | First Fiduciary Investment Counsel | Cleveland | Not listed | Percentage of assets, Fixed fees |
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