Financial advisors for equity compensation in Ohio

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.

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How do you account for local income tax where I live and work?
6. 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.