Fee-only financial advisors in Columbus, Ohio
Which fee-only financial advisor should I talk to in Columbus?
Start with a fee-only advisor in Columbus whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joshua Gallogly of Milestones Financial, LLC, Hannah Fitzpatrick of Summit Financial Strategies, Inc. and Jason Eliason of Waller Financial Planning 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.
- Joshua Gallogly Milestones Financial, LLC Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Hannah Fitzpatrick Summit Financial Strategies, Inc. Holds the CFP and CFA. Fees on file: percentage of assets.
- Jason Eliason Waller Financial Planning Group Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- William Leuby Hamilton Capital, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- John Ohsner Heximer Investment Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Chris Kimmet Aptus Financial Holds the CFP. Fees on file: subscription, one-time planning fee.
By the numbers
- Advisors listed
- 150
- Firms
- 53
- Hold the CFP
- 46%
- Other credentials: CFA 7% · CPA 1% · EA 1%
- How they charge (of 150 with fees on file): percentage of assets 89% · fixed fees 75% · hourly 34% · one-time planning fee 6%
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 Columbus by what you need
Find an advisor in Ohio by fee, assets, or credential
Questions about fee-only advisors in Columbus
How many fee-only advisors in Columbus are there?
The Wellspent public graph lists 150 fee-only advisors in Columbus, at 53 firms. We counted every advisor record that fits, as of November 2026.
What do fee-only advisors in Columbus focus on?
The most common focus among fee-only advisors in Columbus is tax planning (49), followed by estate planning (48) and retirement planning (35). Advisors can list more than one.
How do fee-only advisors in Columbus charge?
The most common fee among fee-only advisors in Columbus is a percentage of assets, used by 89% of the 150 with fees on file. Many use more than one: 75% charge fixed fees and 34% 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 Columbus hold the CFP?
46% of the 150 fee-only advisors in Columbus 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 Columbus?
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 150 advisors in Columbus
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Joshua Gallogly Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts. | Milestones Financial, LLC | Columbus | CFP, EA | One-time planning fee, Hourly |
| Adam Koos | Libertas Wealth Management Group Inc | Columbus | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| Chandler Fugate-Laus Six-month comprehensive planning that helps burned-out Millennials use their money to create breathing room and long-term security. | Moneyfluent | Columbus | CFP | One-time planning fee |
| Dean Schuler | Schuler Wealth Planning LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Kimberly Wirtz | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Nathan Swab | Alexander Financial Planning, Inc. | Columbus | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee |
| James Davis | Partnership Financial LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Andy Silver | Concordia Wealth Planning, LLC | Columbus | CFP | Ongoing planning fee, One-time planning fee |
| Kristen Moosmiller | NorthAvenue Financial Advocates | Columbus | CFP, MSPFP | Fixed fees |
| William Whitaker | Vawter Financial | Columbus | CFP, MS | Percentage of assets, Hourly |
| Chris Kimmet Planning for physicians and other professionals, covering cash flow, tax-efficient investing, college savings and equity compensation. | Aptus Financial | Columbus | CFP | Subscription, One-time planning fee |
| Bob Buehler Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive. | FirstTen Financial | Columbus | CPA, ChFC | One-time planning fee |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Christopher Schumacher | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| John Loveday | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Jonathan Roby | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Meghan Mader | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Ryan Leary | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Benjamin Hartings | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Geoffrey Biehn | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Christopher Olsgard | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Colin Bishop | Fruitful | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Jacob Kipi | Kipi Financial Planning | Columbus | CFP | Percentage of assets |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Owen Bosworth | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Samuel Nordquist | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Scott Rendle | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Christopher Fry | Capital Asset Management | Columbus | Not listed | Percentage of assets |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
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