# Fee-only financial advisors in Dublin, Ohio > Start with a fee-only advisor in Dublin whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Douglas Lynch of Lynch Financial Group LLC, Matthew Daniel of Columbus Wealth Management and Laurie Licata of PDS Planning, Inc., chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/ohio/dublin/ 46 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 Dublin? Start with a fee-only advisor in Dublin whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Douglas Lynch of Lynch Financial Group LLC, Matthew Daniel of Columbus Wealth Management and Laurie Licata of PDS Planning, Inc., chosen for their credentials and fees on file. ## How many fee-only advisors in Dublin are there? The Wellspent public graph lists 46 fee-only advisors in Dublin, at 22 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Dublin focus on? The most common focus among fee-only advisors in Dublin is retirement planning (19), followed by estate planning (16) and retirees (15). Advisors can list more than one. ## How do fee-only advisors in Dublin charge? The most common fee among fee-only advisors in Dublin is fixed fees, used by 80% of the 46 with fees on file. Many use more than one: 74% charge a percentage of assets and 54% 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 Dublin hold the CFP? 59% of the 46 fee-only advisors in Dublin 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 Dublin? 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 | |---|---|---|---|---| | [Brian Tegtmeyer](https://find.wellspent.co/advisors/brian-tegtmeyer.md) | Truly Prosper Financial Planning | Dublin, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [Laurie Licata](https://find.wellspent.co/advisors/laurie-licata.md) | PDS Planning, Inc. | Dublin, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [Douglas Lynch](https://find.wellspent.co/advisors/douglas-lynch.md) | Lynch Financial Group LLC | Dublin, Ohio | CFA, CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Joe Messinger](https://find.wellspent.co/advisors/joe-messinger.md) | Capstone Wealth Partners, LTD | Dublin, Ohio | CFP, ChFC, CLU | Ongoing planning fee, One-time planning fee | | [Shawn Ballinger](https://find.wellspent.co/advisors/shawn-ballinger.md) | Columbus Street Financial Planning | Dublin, Ohio | CFP | Flat fee or retainer | | [Matthew Daniel](https://find.wellspent.co/advisors/matthew-daniel.md) | Columbus Wealth Management | Dublin, Ohio | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail Rose](https://find.wellspent.co/advisors/abigail-rose.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Keeler](https://find.wellspent.co/advisors/andrew-keeler.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Martin](https://find.wellspent.co/advisors/jacob-martin.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jessica Hultberg](https://find.wellspent.co/advisors/jessica-hultberg.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Lauren Matthiessen](https://find.wellspent.co/advisors/lauren-matthiessen.md) | LeClair Wealth Partners | Dublin, Ohio | CFP | Percentage of assets, Flat fee or retainer | | [Mark Beaver](https://find.wellspent.co/advisors/mark-beaver.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Klubnik](https://find.wellspent.co/advisors/michael-klubnik.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Burkett](https://find.wellspent.co/advisors/timothy-burkett.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Marsh](https://find.wellspent.co/advisors/jason-marsh.md) | Cognition Financial | Dublin, Ohio | | Percentage of assets, Ongoing planning fee | | [Mitchell Towne](https://find.wellspent.co/advisors/mitchell-towne.md) | LeClair Wealth Partners | Dublin, Ohio | | Percentage of assets, Flat fee or retainer | | [William Root](https://find.wellspent.co/advisors/william-root.md) | Keeler & Nadler | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Michael Martinez](https://find.wellspent.co/advisors/michael-martinez-2978914.md) | The Pension Group | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Ryan Retcher](https://find.wellspent.co/advisors/ryan-retcher.md) | Access Wealth Group | Dublin, Ohio | | Percentage of assets, Hourly | | [Lawrence Zimmerman](https://find.wellspent.co/advisors/lawrence-zimmerman.md) | Zimmerman Advisory Group | Dublin, Ohio | | Percentage of assets, Fixed fees | | [Mary Daly](https://find.wellspent.co/advisors/mary-daly.md) | Independence Asset Advisors | Dublin, Ohio | | Percentage of assets | | [Andrew Ferraro](https://find.wellspent.co/advisors/andrew-ferraro.md) | Ferraro Wealth Management | Dublin, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Potosky](https://find.wellspent.co/advisors/andrew-potosky.md) | PDS Planning | Dublin, Ohio | CFP | Fixed fees | | [Anne Zavaglia](https://find.wellspent.co/advisors/anne-zavaglia.md) | Beacon Hill Investment Advisory | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Bud Lavery](https://find.wellspent.co/advisors/bud-lavery.md) | Capstone Wealth Partners | Dublin, Ohio | CFP | Percentage of assets, Fixed fees | | [Daniel O'Connell](https://find.wellspent.co/advisors/daniel-o-connell.md) | Bullrock Capital | Dublin, Ohio | CFP | Percentage of assets, Fixed fees | | [James Rogers](https://find.wellspent.co/advisors/james-rogers.md) | PDS Planning | Dublin, Ohio | CFP | Fixed fees | | [Jamie Menges](https://find.wellspent.co/advisors/jamie-menges.md) | PDS Planning | Dublin, Ohio | CFP | Fixed fees | | [Jeffrey Foster](https://find.wellspent.co/advisors/jeffrey-foster.md) | Retirement Strategies | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jerry Snyder](https://find.wellspent.co/advisors/jerry-snyder.md) | Retirement Strategies | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [John Lynch](https://find.wellspent.co/advisors/john-lynch.md) | Lynch Financial Group | Dublin, Ohio | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Mark Fissel](https://find.wellspent.co/advisors/mark-fissel.md) | Beacon Hill Investment Advisory | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Tad Herrington](https://find.wellspent.co/advisors/tad-herrington.md) | PDS Planning | Dublin, Ohio | CFP | Fixed fees | | [William Shorthill](https://find.wellspent.co/advisors/william-shorthill.md) | Beacon Hill Investment Advisory | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Clint Edgington](https://find.wellspent.co/advisors/clint-edgington.md) | Beacon Hill Investment Advisory | Dublin, Ohio | CFA | Percentage of assets, Hourly, Fixed fees | | [Kurt Brown](https://find.wellspent.co/advisors/kurt-brown.md) | PDS Planning | Dublin, Ohio | CFA | Fixed fees | | [Richard Clemens](https://find.wellspent.co/advisors/richard-clemens.md) | Hawk100 | Dublin, Ohio | CFA | Percentage of assets, Hourly, Fixed fees | | [Ryan Sheppard](https://find.wellspent.co/advisors/ryan-sheppard.md) | Capstone Wealth Partners | Dublin, Ohio | ChFC | Percentage of assets, Fixed fees | | [James Hamilton](https://find.wellspent.co/advisors/james-hamilton.md) | PDS Planning | Dublin, Ohio | | Fixed fees | | [Kyle Euton](https://find.wellspent.co/advisors/kyle-euton.md) | PDS Planning | Dublin, Ohio | | Fixed fees | | [Nathan Quilter](https://find.wellspent.co/advisors/nathan-quilter.md) | Retirement Strategies | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Daniel](https://find.wellspent.co/advisors/nicholas-daniel.md) | Columbus Wealth Management | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Leeper](https://find.wellspent.co/advisors/nicholas-leeper.md) | Retirement Strategies | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Richard Clemens](https://find.wellspent.co/advisors/richard-clemens-8207472.md) | Hawk100 | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Rita Itsell](https://find.wellspent.co/advisors/rita-itsell.md) | PDS Planning | Dublin, Ohio | | Fixed fees | | [William Baker](https://find.wellspent.co/advisors/william-baker.md) | W.M. Baker Investments | Dublin, Ohio | | Percentage of assets, Hourly, 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).