# Fee-only financial advisors in Westlake, Ohio > Start with a fee-only advisor in Westlake whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Cameron Brady of Michael Brady & Co., LLC, Keith Sechler of Keystone Financial Planning and Aaron Vaughn of Defiant Financial Services, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/ohio/westlake/ 28 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 Westlake? Start with a fee-only advisor in Westlake whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Cameron Brady of Michael Brady & Co., LLC, Keith Sechler of Keystone Financial Planning and Aaron Vaughn of Defiant Financial Services, chosen for their credentials and fees on file. ## How many fee-only advisors in Westlake are there? The Wellspent public graph lists 28 fee-only advisors in Westlake, at 10 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Westlake focus on? The most common focus among fee-only advisors in Westlake is retirement planning (9), followed by retirees (8) and people close to retirement (8). Advisors can list more than one. ## How do fee-only advisors in Westlake charge? All 28 fee-only advisors in Westlake with fees on file charge a percentage of assets. Many use more than one: 79% charge by the hour and 75% charge fixed fees. ## 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 Westlake hold the CFP? 54% of the 28 fee-only advisors in Westlake 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 Westlake? 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 | |---|---|---|---|---| | [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets | | [Joshua Melda](https://find.wellspent.co/advisors/joshua-melda.md) | Cleveland Retirement Planning | Westlake, Ohio | CFP | Percentage of assets, Fixed fees | | [Marnie Randel](https://find.wellspent.co/advisors/marnie-randel.md) | Paradigm Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly | | [Christina Fanourakis](https://find.wellspent.co/advisors/christina-fanourakis.md) | Cornerstone Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Kelley](https://find.wellspent.co/advisors/michael-kelley.md) | Cornerstone Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Kaplan](https://find.wellspent.co/advisors/nicholas-kaplan.md) | Cornerstone Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas Kuhlman](https://find.wellspent.co/advisors/douglas-kuhlman.md) | Paradigm Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly | | [Gregory Johnson](https://find.wellspent.co/advisors/gregory-johnson-3166316.md) | Paradigm Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly | | [Kevin Cooney](https://find.wellspent.co/advisors/kevin-cooney.md) | Paradigm Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly | | [Anastasiya Sembay](https://find.wellspent.co/advisors/anastasiya-sembay.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Augustine Matheson](https://find.wellspent.co/advisors/augustine-matheson.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Edmund Malone](https://find.wellspent.co/advisors/edmund-malone.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Nick Dionisos](https://find.wellspent.co/advisors/nick-dionisos.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Aaron Vaughn](https://find.wellspent.co/advisors/aaron-vaughn.md) | Defiant Financial Services | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Harrell](https://find.wellspent.co/advisors/joshua-harrell.md) | Balanced Wealth Group | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Keith Sechler](https://find.wellspent.co/advisors/keith-sechler.md) | Keystone Financial Planning | Westlake, Ohio | CFP | Percentage of assets, Fixed fees | | [Kevin Lesjak](https://find.wellspent.co/advisors/kevin-lesjak.md) | Lesjak Planning | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Thomas](https://find.wellspent.co/advisors/marc-thomas.md) | Lesjak Planning | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Daugherty](https://find.wellspent.co/advisors/matthew-daugherty.md) | Balanced Wealth Group | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Gottshall](https://find.wellspent.co/advisors/matthew-gottshall.md) | Balanced Wealth Group | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Brady](https://find.wellspent.co/advisors/michael-brady-1320686.md) | Michael Brady & | Westlake, Ohio | CFP | Percentage of assets, Fixed fees | | [Nathan Gist](https://find.wellspent.co/advisors/nathan-gist.md) | Lesjak Planning | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [David Lesjak](https://find.wellspent.co/advisors/david-lesjak.md) | Lesjak Planning | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Janice Rush](https://find.wellspent.co/advisors/janice-rush.md) | Coyne Capital Management | Westlake, Ohio | | Percentage of assets | | [Michael Lesjak](https://find.wellspent.co/advisors/michael-lesjak.md) | Lesjak Planning | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Michelle Taylor](https://find.wellspent.co/advisors/michelle-taylor.md) | Balanced Wealth Group | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Roger Potter](https://find.wellspent.co/advisors/roger-potter.md) | Balanced Wealth Group | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Timothy Coyne](https://find.wellspent.co/advisors/timothy-coyne.md) | Coyne Capital Management | Westlake, Ohio | | Percentage of assets | ## 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).