# Financial advisors for equity compensation in Ohio > For equity compensation in Ohio, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Joshua Gallogly of Milestones Financial, LLC, Lauren Matthiessen of LeClair Wealth Partners and Eric Ross of F2 Wealth. Page: https://find.wellspent.co/specialties/equity-compensation/ohio/ 45 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Ohio? For equity compensation in Ohio, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Joshua Gallogly of Milestones Financial, LLC, Lauren Matthiessen of LeClair Wealth Partners and Eric Ross of F2 Wealth. - [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly/), Milestones Financial, LLC, Columbus. Holds the EA and CFP. Fees on file: one-time planning fee, hourly. - [Lauren Matthiessen](https://find.wellspent.co/advisors/lauren-matthiessen/), LeClair Wealth Partners, Dublin. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Eric Ross](https://find.wellspent.co/advisors/eric-ross/), F2 Wealth, Cincinnati. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Andrew Tisler](https://find.wellspent.co/advisors/andrew-tisler/), Epic Financial, Hudson. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Matt Garasic](https://find.wellspent.co/advisors/matt-garasic/), Unrivaled Wealth Management, Salem. Holds the CFP. Fees on file: percentage of assets. - [Andrew Woodard](https://find.wellspent.co/advisors/andrew-woodard/), THOR Wealth Management, Cincinnati. Holds the CFA. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Ohio work on equity compensation? The Wellspent public graph lists 45 fee-only advisors for equity compensation in Ohio, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in Ohio located? Of the 45 fee-only advisors for equity compensation in Ohio, 22 are in Cincinnati, followed by 6 in Columbus and 4 in Mayfield Heights. ## How do fee-only advisors for equity compensation in Ohio charge? The most common fee among fee-only advisors for equity compensation in Ohio is a percentage of assets, used by 98% of the 45 with fees on file. Many use more than one: 71% charge fixed fees and 51% 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 much does a one-time financial plan cost in Ohio? A one-time financial plan from a fee-only firm in Ohio has a median price of $1,500. We found this across the published prices of 15 Ohio firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CFP and CFA. In Ohio, 49% of the 45 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CFP (49% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (7% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Ohio advisors for equity compensation compare with the rest of the US? 71% of fee-only advisors for equity compensation in Ohio charge fixed fees, compared with 37% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Ohio? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Ohio can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Ohio? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation in Ohio? 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 | |---|---|---|---|---| | [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer | | [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly.md) | Milestones Financial, LLC | Columbus, Ohio | CFP, EA | One-time planning fee, Hourly | | [Matt Garasic](https://find.wellspent.co/advisors/matt-garasic.md) | Unrivaled Wealth Management | Salem, Ohio | CFP | Percentage of assets | | [Andrew Tisler](https://find.wellspent.co/advisors/andrew-tisler.md) | Epic Financial | Hudson, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Stacia Bearden](https://find.wellspent.co/advisors/stacia-bearden.md) | Wurz Financial Services | Holland, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Loftus](https://find.wellspent.co/advisors/eric-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Smith](https://find.wellspent.co/advisors/erik-smith.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [James Rice](https://find.wellspent.co/advisors/james-rice.md) | Capital Asset Management | Columbus, Ohio | CFP, ChFC | Percentage of assets | | [Robert Feather](https://find.wellspent.co/advisors/robert-feather.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Thomas Cooney](https://find.wellspent.co/advisors/thomas-cooney.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Curti](https://find.wellspent.co/advisors/thomas-curti.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Schiller](https://find.wellspent.co/advisors/thomas-schiller.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Smetzer](https://find.wellspent.co/advisors/adam-smetzer.md) | Sky Vision Wealth | Columbus, Ohio | CFP | Percentage of assets | | [Anthony Weaver](https://find.wellspent.co/advisors/anthony-weaver.md) | THOR Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [David Holwadel](https://find.wellspent.co/advisors/david-holwadel.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jeffrey Thompson](https://find.wellspent.co/advisors/jeffrey-thompson.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Justin Neuwirt](https://find.wellspent.co/advisors/justin-neuwirt.md) | Neu Wealth Group | New Albany, 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 | | [Lindsey Meredith](https://find.wellspent.co/advisors/lindsey-meredith.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jason Marsh](https://find.wellspent.co/advisors/jason-marsh.md) | Cognition Financial | Dublin, Ohio | | Percentage of assets, Ongoing planning fee | | [Ronald Bates](https://find.wellspent.co/advisors/ronald-bates.md) | St. Clair Advisors | Mayfield Heights, Ohio | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Travis Wurz](https://find.wellspent.co/advisors/travis-wurz.md) | Wurz Financial Services | Holland, Ohio | | Percentage of assets, Hourly, Subscription, Fixed fees | | [Andrew Molnar](https://find.wellspent.co/advisors/andrew-molnar.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Andrew Woodard](https://find.wellspent.co/advisors/andrew-woodard.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [James Stechschulte](https://find.wellspent.co/advisors/james-stechschulte.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Tyler Purcell](https://find.wellspent.co/advisors/tyler-purcell.md) | Balance Wealth | Columbus, Ohio | | Percentage of assets, One-time planning fee, Monthly retainer, Subscription | | [Christopher Fry](https://find.wellspent.co/advisors/christopher-fry.md) | Capital Asset Management | Columbus, Ohio | | Percentage of assets | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Sean Paddock](https://find.wellspent.co/advisors/sean-paddock.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Allisha Curtis](https://find.wellspent.co/advisors/allisha-curtis.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Garrett Thompson](https://find.wellspent.co/advisors/garrett-thompson.md) | Sky Vision Wealth | Columbus, Ohio | | Percentage of assets | | [Gregory Luke](https://find.wellspent.co/advisors/gregory-luke.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [James Gore](https://find.wellspent.co/advisors/james-gore.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Mark Kleespies](https://find.wellspent.co/advisors/mark-kleespies.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Mitchell Towne](https://find.wellspent.co/advisors/mitchell-towne.md) | LeClair Wealth Partners | Dublin, Ohio | | Percentage of assets, Flat fee or retainer | | [Roman Skurdal](https://find.wellspent.co/advisors/roman-skurdal.md) | Ceva Advisors | Beavercreek, Ohio | | Percentage of assets, Hourly | | [Craig Steinbrink](https://find.wellspent.co/advisors/craig-steinbrink.md) | St. Clair Advisors | Mayfield Heights, Ohio | | Percentage of assets, Hourly, Fixed fees | | [David Sommer](https://find.wellspent.co/advisors/david-sommer.md) | St. Clair Advisors | Mayfield Heights, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Fred Botek](https://find.wellspent.co/advisors/fred-botek.md) | St. Clair Advisors | Mayfield Heights, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Danny Colburn](https://find.wellspent.co/advisors/danny-colburn.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Edward Daniels](https://find.wellspent.co/advisors/edward-daniels.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Paul Chapman](https://find.wellspent.co/advisors/paul-chapman.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Robert Gabel](https://find.wellspent.co/advisors/robert-gabel.md) | Colburn Wealth Management, LLC. | Grove City, Ohio | | Percentage of assets, Hourly, Fixed fees | ## Related - [Estate planning in Ohio](https://find.wellspent.co/specialties/estate-planning/ohio.md) - [Tax planning in Ohio](https://find.wellspent.co/specialties/tax-planning/ohio.md) - [Retirement planning in Ohio](https://find.wellspent.co/specialties/retirement-planning/ohio.md) - [Retirees in Ohio](https://find.wellspent.co/audiences/retirees/ohio.md) - [Founders in Ohio](https://find.wellspent.co/specialties/founders-pre-exit/ohio.md) - [Executives in Ohio](https://find.wellspent.co/audiences/executives/ohio.md) ## 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).