Fee-only financial advisors in Westlake, Ohio
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Cameron Brady Michael Brady & Co., LLC Holds the CFP. Fees on file: percentage of assets.
- Keith Sechler Keystone Financial Planning Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Aaron Vaughn Defiant Financial Services Holds the CFP. Fees on file: percentage of assets, hourly.
- Nathan Gist Lesjak Planning Holds the CFP. Fees on file: percentage of assets, hourly.
- Matthew Gottshall Balanced Wealth Group Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael Kelley Cornerstone Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 28
- Firms
- 10
- Hold the CFP
- 54%
- How they charge (of 28 with fees on file): percentage of assets 100% · hourly 79% · fixed fees 75%
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 Westlake by what you need
Find an advisor in Ohio by fee, assets, or credential
Questions about fee-only advisors in Westlake
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.
All 28 advisors in Westlake
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cameron Brady | Michael Brady & Co., LLC | Westlake | CFP, MBA | Percentage of assets |
| Joshua Melda | Cleveland Retirement Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Marnie Randel | Paradigm Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Douglas Kuhlman | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Gregory Johnson | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Anastasiya Sembay | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Augustine Matheson | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Nick Dionisos | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Aaron Vaughn | Defiant Financial Services | Westlake | CFP | Percentage of assets, Hourly |
| Joshua Harrell | Balanced Wealth Group | Westlake | CFP | Percentage of assets, Hourly |
| Keith Sechler | Keystone Financial Planning | Westlake | CFP | Percentage of assets, Fixed fees |
| Kevin Lesjak | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Marc Thomas | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| Matthew Daugherty | Balanced Wealth Group | Westlake | CFP | Percentage of assets, Hourly |
| Matthew Gottshall | Balanced Wealth Group | Westlake | CFP | Percentage of assets, Hourly |
| Michael Brady | Michael Brady & | Westlake | CFP | Percentage of assets, Fixed fees |
| Nathan Gist | Lesjak Planning | Westlake | CFP | Percentage of assets, Hourly |
| David Lesjak | Lesjak Planning | Westlake | Not listed | Percentage of assets, Hourly |
| Janice Rush | Coyne Capital Management | Westlake | Not listed | Percentage of assets |
| Michael Lesjak | Lesjak Planning | Westlake | Not listed | Percentage of assets, Hourly |
| Michelle Taylor | Balanced Wealth Group | Westlake | Not listed | Percentage of assets, Hourly |
| Roger Potter | Balanced Wealth Group | Westlake | Not listed | Percentage of assets, Hourly |
| Timothy Coyne | Coyne Capital Management | Westlake | Not listed | Percentage of assets |
Want a shorter list in Westlake?
Tell us what you need and we'll narrow Westlake's 28 advisors to the few who fit.
Get matched in 2 minutes