Financial advisors for estate planning in Ohio
Which financial advisor should I talk to about estate planning in Ohio?
For estate planning in Ohio, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Debbie Price of Price Planning, LLC, Douglas Lynch of Lynch Financial Group LLC and Matt Garasic of Unrivaled Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Debbie Price Price Planning, LLC, Powell Holds the CFP, JD and CPA. Fees on file: hourly, ongoing planning fee.
- Douglas Lynch Lynch Financial Group LLC, Dublin Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Matt Garasic Unrivaled Wealth Management, Salem Holds the CFP. Fees on file: percentage of assets.
- Chris Ward EntryPoint Wealth Management, Cincinnati Holds the CFP. Fees on file: percentage of assets, hourly.
- James Dunphy Dunphy Wealth Management, Cincinnati Holds the CFP. Fees on file: percentage of assets.
- Kimberly Wirtz John E. Sestina and Company, Columbus Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Ohio work on estate planning?
The Wellspent public graph lists 245 fee-only advisors for estate planning in Ohio, at 99 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Ohio located?
Of the 245 fee-only advisors for estate planning in Ohio, 63 are in Cincinnati, followed by 48 in Columbus and 20 in Cleveland.
Plus 91 in other cities.
How do fee-only advisors for estate planning in Ohio charge?
The most common fee among fee-only advisors for estate planning in Ohio is a percentage of assets, used by 94% of the 245 with fees on file. Many use more than one: 66% charge fixed fees and 41% 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 estate planning have?
For estate planning, look for the CFP and CPA. In Ohio, 48% of the 245 advisors listed hold the CFP.
- CFP48% in Ohio
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA1% in Ohio
- CPAs help with estate and gift tax filings.
How do Ohio advisors for estate planning compare with the rest of the US?
66% of fee-only advisors for estate planning in Ohio charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Ohio. Light bars are all US advisors for estate planning.
Does Ohio have an estate or inheritance tax?
No. Ohio has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Ohio?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning 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.
All 245 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Joshua Gallogly Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts. | Milestones Financial, LLC | Columbus | CFP, EA | One-time planning fee, Hourly |
| Adam Koos | Libertas Wealth Management Group Inc | Columbus | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| Sara Young | Live and Give Financial LLC | Cincinnati | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Brian Tegtmeyer | Truly Prosper Financial Planning | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Dan Amiot | Wrought Iron Financial, LLC | Canal Fulton | CFP | Percentage of assets, Ongoing planning fee |
| Debbie Price | Price Planning, LLC | Powell | CFP, CPA, JD | Hourly, Ongoing planning fee |
| Laurie Licata | PDS Planning, Inc. | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Ryan Bennett | Kelda Wealth Management | Cuyahoga Falls | CFP | Percentage of assets, One-time planning fee |
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Chandler Fugate-Laus Six-month comprehensive planning that helps burned-out Millennials use their money to create breathing room and long-term security. | Moneyfluent | Columbus | CFP | One-time planning fee |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Dean Schuler | Schuler Wealth Planning LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Jennifer Bush | INTENTIONAL WEALTH PARTNERS | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| John Bovard | Incline Wealth Advisors | Cleves | CFP | Percentage of assets, Fixed fees |
| Kimberly Wirtz | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Liz Griffiths | Intera Financial Planners LLC | Avon Lake | CFP | Percentage of assets, Ongoing planning fee |
| Matt Garasic | Unrivaled Wealth Management | Salem | CFP | Percentage of assets |
| Matt Will | Wealth Accel LLC | Dayton | CFP | Percentage of assets, Fixed fees |
| James Davis | Partnership Financial LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| Douglas Lynch | Lynch Financial Group LLC | Dublin | CFA, CFP, CPA | Percentage of assets, Hourly |
| Lori Eisel | Arcadia Financial Partners | Pickerington | CDFA, CFP, EA, MS | Hourly, Flat fee or retainer |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| William Whitaker | Vawter Financial | Columbus | CFP, MS | Percentage of assets, Hourly |
| Andrew Tisler | Epic Financial | Hudson | CFP | Percentage of assets, Ongoing planning fee |
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Aileen Bost | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Amy Lorius | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Bryan Costin | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Chanley Christman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Christopher Schumacher | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| David Holwadel | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Douglas Ambrose | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
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