Fee-only financial advisors in Dublin, Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Douglas Lynch Lynch Financial Group LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Matthew Daniel Columbus Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Laurie Licata PDS Planning, Inc. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Shawn Ballinger Columbus Street Financial Planning Holds the CFP. Fees on file: flat fee or retainer.
- Brian Tegtmeyer Truly Prosper Financial Planning Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Joe Messinger Capstone Wealth Partners, LTD Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
By the numbers
- Advisors listed
- 46
- Firms
- 22
- Hold the CFP
- 59%
- Other credentials: CFA 13% · CPA 2% · ChFC 4%
- How they charge (of 46 with fees on file): fixed fees 80% · percentage of assets 74% · hourly 54% · flat fee or retainer 11%
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 Dublin by what you need
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Questions about fee-only advisors in Dublin
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.
All 46 advisors in Dublin
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Tegtmeyer | Truly Prosper Financial Planning | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Laurie Licata | PDS Planning, Inc. | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Douglas Lynch | Lynch Financial Group LLC | Dublin | CFA, CFP, CPA | Percentage of assets, Hourly |
| Joe Messinger | Capstone Wealth Partners, LTD | Dublin | CFP, ChFC, CLU | Ongoing planning fee, One-time planning fee |
| Shawn Ballinger | Columbus Street Financial Planning | Dublin | CFP | Flat fee or retainer |
| Matthew Daniel | Columbus Wealth Management | Dublin | CFA, CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jason Marsh | Cognition Financial | Dublin | Not listed | Percentage of assets, Ongoing planning fee |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Michael Martinez | The Pension Group | Dublin | Not listed | Percentage of assets, Hourly |
| Ryan Retcher | Access Wealth Group | Dublin | Not listed | Percentage of assets, Hourly |
| Lawrence Zimmerman | Zimmerman Advisory Group | Dublin | Not listed | Percentage of assets, Fixed fees |
| Mary Daly | Independence Asset Advisors | Dublin | Not listed | Percentage of assets |
| Andrew Ferraro | Ferraro Wealth Management | Dublin | CFP | Percentage of assets, Fixed fees |
| Andrew Potosky | PDS Planning | Dublin | CFP | Fixed fees |
| Anne Zavaglia | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Bud Lavery | Capstone Wealth Partners | Dublin | CFP | Percentage of assets, Fixed fees |
| Daniel O'Connell | Bullrock Capital | Dublin | CFP | Percentage of assets, Fixed fees |
| James Rogers | PDS Planning | Dublin | CFP | Fixed fees |
| Jamie Menges | PDS Planning | Dublin | CFP | Fixed fees |
| Jeffrey Foster | Retirement Strategies | Dublin | CFP | Percentage of assets, Hourly |
| Jerry Snyder | Retirement Strategies | Dublin | CFP | Percentage of assets, Hourly |
| John Lynch | Lynch Financial Group | Dublin | CFP, CFA | Percentage of assets, Hourly |
| Mark Fissel | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Tad Herrington | PDS Planning | Dublin | CFP | Fixed fees |
| William Shorthill | Beacon Hill Investment Advisory | Dublin | CFP | Percentage of assets, Hourly |
| Clint Edgington | Beacon Hill Investment Advisory | Dublin | CFA | Percentage of assets, Hourly |
| Kurt Brown | PDS Planning | Dublin | CFA | Fixed fees |
| Richard Clemens | Hawk100 | Dublin | CFA | Percentage of assets, Hourly |
| Ryan Sheppard | Capstone Wealth Partners | Dublin | ChFC | Percentage of assets, Fixed fees |
| James Hamilton | PDS Planning | Dublin | Not listed | Fixed fees |
| Kyle Euton | PDS Planning | Dublin | Not listed | Fixed fees |
| Nathan Quilter | Retirement Strategies | Dublin | Not listed | Percentage of assets, Hourly |
| Nicholas Daniel | Columbus Wealth Management | Dublin | Not listed | Percentage of assets, Hourly |
| Nicholas Leeper | Retirement Strategies | Dublin | Not listed | Percentage of assets, Hourly |
| Richard Clemens | Hawk100 | Dublin | Not listed | Percentage of assets, Hourly |
| Rita Itsell | PDS Planning | Dublin | Not listed | Fixed fees |
| William Baker | W.M. Baker Investments | Dublin | Not listed | Percentage of assets, Hourly |
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