Fee-only financial advisors in Dayton, Ohio
Which fee-only financial advisor should I talk to in Dayton?
Start with a fee-only advisor in Dayton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Shon Anderson of Anderson Financial Strategies, Max Heintz of MFH Financial Services and Matt Will of Wealth Accel LLC, 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.
- Shon Anderson Anderson Financial Strategies Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Max Heintz MFH Financial Services Holds the CFP. Fees on file: hourly, percentage of assets.
- Matt Will Wealth Accel LLC Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Brian Walker Monetary Solutions Holds the CFP. Fees on file: percentage of assets, hourly.
- Joseph Eck Stage Ready Financial Planning Holds the CFP. Fees on file: percentage of assets, fixed fees.
- William Marker Borland Marker Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 28
- Firms
- 14
- Hold the CFP
- 39%
- Other credentials: CFA 7% · ChFC 7%
- How they charge (of 28 with fees on file): percentage of assets 100% · fixed fees 64% · hourly 61% · performance-based fees 36%
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 Dayton by what you need
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Questions about fee-only advisors in Dayton
How many fee-only advisors in Dayton are there?
The Wellspent public graph lists 28 fee-only advisors in Dayton, at 14 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Dayton focus on?
The most common focus among fee-only advisors in Dayton is estate planning (5), followed by tax planning (5) and small business owners (5). Advisors can list more than one.
How do fee-only advisors in Dayton charge?
All 28 fee-only advisors in Dayton with fees on file charge a percentage of assets. Many use more than one: 64% charge fixed fees and 61% 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 Dayton hold the CFP?
39% of the 28 fee-only advisors in Dayton 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 Dayton?
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 28 advisors in Dayton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Will | Wealth Accel LLC | Dayton | CFP | Percentage of assets, Fixed fees |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| Max Heintz | MFH Financial Services | Dayton | CFP | Hourly, Percentage of assets |
| Joseph Eck | Stage Ready Financial Planning | Dayton | CFP | Percentage of assets, Fixed fees |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Brian Walker | Monetary Solutions | Dayton | CFP, PFS | Percentage of assets, Hourly |
| Cory Davenport | The Davenport Financial Group | Dayton | CFP | Percentage of assets, Fixed fees |
| Elizabeth Li | Ehmli Investment Advisors | Dayton | CFP | Percentage of assets, Hourly |
| Matthew Peck | Anderson Financial Strategies | Dayton | CFP | Percentage of assets, Hourly |
| Scott Lundy | Eubel Brady & Suttman | Dayton | CFP | Percentage of assets, Performance-based fees |
| Shon Anderson | Anderson Financial Strategies | Dayton | CFP, CFA | Percentage of assets, Hourly |
| William Marker | Borland Marker | Dayton | CFP, ChFC | Percentage of assets, Hourly |
| Nicole Lanning | Anderson Financial Strategies | Dayton | ChFC | Percentage of assets, Hourly |
| Robert Suttman | Eubel Brady & Suttman | Dayton | CFA | Percentage of assets, Performance-based fees |
| Alexander Browning | Artifex Financial Group | Dayton | Not listed | Percentage of assets, Hourly |
| Christopher Demma | Demma-Novak Wealth Management | Dayton | Not listed | Percentage of assets, Hourly |
| Elizabeth Bibeau Salinas | Artifex Financial Group | Dayton | Not listed | Percentage of assets, Hourly |
| Jacob Adams | Monetary Solutions | Dayton | Not listed | Percentage of assets, Hourly |
| Kenneth Leist | Eubel Brady & Suttman | Dayton | Not listed | Percentage of assets, Performance-based fees |
| Mark Brady | Eubel Brady & Suttman | Dayton | Not listed | Percentage of assets, Performance-based fees |
| Mark Demma | Demma-Novak Wealth Management | Dayton | Not listed | Percentage of assets, Hourly |
| Micah McCollum | Mccollum Investment Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Paul Crichton | Eubel Brady & Suttman | Dayton | Not listed | Percentage of assets, Performance-based fees |
| Ronald Eubel | Eubel Brady & Suttman | Dayton | Not listed | Percentage of assets, Performance-based fees |
| Stephanie Warrick | Eubel Brady & Suttman | Dayton | Not listed | Percentage of assets, Performance-based fees |
| Teresa King | Eubel Brady & Suttman | Dayton | Not listed | Percentage of assets, Performance-based fees |
| Timothy Brown | Anderson Financial Strategies | Dayton | Not listed | Percentage of assets, Hourly |
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