# Financial advisors for estate planning in Cincinnati, Ohio > For estate planning in Cincinnati, 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 Chris Ward of EntryPoint Wealth Management, James Dunphy of Dunphy Wealth Management and Andrew Damcevski of AJD Wealth Management. Page: https://find.wellspent.co/specialties/estate-planning/ohio/cincinnati/ 63 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 estate planning in Cincinnati? For estate planning in Cincinnati, 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 Chris Ward of EntryPoint Wealth Management, James Dunphy of Dunphy Wealth Management and Andrew Damcevski of AJD Wealth Management. - [Chris Ward](https://find.wellspent.co/advisors/chris-ward/), EntryPoint Wealth Management, Cincinnati City. Holds the CFP. Fees on file: percentage of assets, hourly. - [James Dunphy](https://find.wellspent.co/advisors/james-dunphy/), Dunphy Wealth Management, Cincinnati City. Holds the CFP. Fees on file: percentage of assets. - [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski/), AJD Wealth Management, Cincinnati City. Holds the CFP. Fees on file: percentage of assets. - [Sara Young](https://find.wellspent.co/advisors/sara-young/), Live and Give Financial LLC, Cincinnati City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Eric Ross](https://find.wellspent.co/advisors/eric-ross/), F2 Wealth, Cincinnati City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Richard Fein](https://find.wellspent.co/advisors/richard-fein/), Fein Advisor, Cincinnati City. Holds the CFP. Fees on file: flat fee or retainer. ## How many fee-only financial advisors in Cincinnati work on estate planning? The Wellspent public graph lists 63 fee-only advisors for estate planning in Cincinnati, at 19 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Cincinnati charge? The most common fee among fee-only advisors for estate planning in Cincinnati is a percentage of assets, used by 95% of the 63 with fees on file. Many use more than one: 70% charge fixed fees and 25% 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. In Cincinnati, 54% of the 63 advisors listed hold the CFP. - CFP (54% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Cincinnati advisors for estate planning compare with the rest of the US? 25% of fee-only advisors for estate planning in Cincinnati charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Cincinnati? - 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 Cincinnati? 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 | | [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski.md) | AJD Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Chris Ward](https://find.wellspent.co/advisors/chris-ward.md) | EntryPoint Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [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 | | [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 | | [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 | | [Lindsey Meredith](https://find.wellspent.co/advisors/lindsey-meredith.md) | Heritage Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Marc Henn](https://find.wellspent.co/advisors/marc-henn.md) | Harvest Financial Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Richard Fein](https://find.wellspent.co/advisors/richard-fein.md) | Fein Advisor | Cincinnati, Ohio | CFP | Flat fee or retainer | | [Robert Maher](https://find.wellspent.co/advisors/robert-maher.md) | Virgil Wealth Advisory | Cincinnati, Ohio | CFA | Percentage of assets, One-time planning fee | | [Christopher Cook](https://find.wellspent.co/advisors/christopher-cook-5714816.md) | McCarley & Cook | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Gregory Middendorf](https://find.wellspent.co/advisors/gregory-middendorf.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jake Butcher](https://find.wellspent.co/advisors/jake-butcher.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Dunphy](https://find.wellspent.co/advisors/james-dunphy.md) | Dunphy Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [James Eutsler](https://find.wellspent.co/advisors/james-eutsler.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [John Smith](https://find.wellspent.co/advisors/john-smith-5924083.md) | Ten Talents Asset Management | Cincinnati, Ohio | CFA | Percentage of assets | | [Matthew Calme](https://find.wellspent.co/advisors/matthew-calme.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Steven Hengehold](https://find.wellspent.co/advisors/steven-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, 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 | | [Daniel Larson](https://find.wellspent.co/advisors/daniel-larson.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Oliger](https://find.wellspent.co/advisors/james-oliger.md) | Wealthquest | Cincinnati, Ohio | CFP | 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 | | [Jenny Burns](https://find.wellspent.co/advisors/jenny-burns.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Luke Nordman](https://find.wellspent.co/advisors/luke-nordman.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Mark Bates](https://find.wellspent.co/advisors/mark-bates.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Megan Hammann](https://find.wellspent.co/advisors/megan-hammann.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Michael Riney](https://find.wellspent.co/advisors/michael-riney.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Stephen King](https://find.wellspent.co/advisors/stephen-king.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [W. Kern](https://find.wellspent.co/advisors/w-kern.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Wade Daniel](https://find.wellspent.co/advisors/wade-daniel.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Jung](https://find.wellspent.co/advisors/andrew-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Brendan Koors](https://find.wellspent.co/advisors/brendan-koors.md) | Athyra Financial Partners | Cincinnati, Ohio | | Percentage of assets, Ongoing planning fee | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Douglas Johnson](https://find.wellspent.co/advisors/douglas-johnson.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Matthew Antenucci](https://find.wellspent.co/advisors/matthew-antenucci.md) | McCarley & Cook | Cincinnati, Ohio | CFA | Percentage of assets, Hourly | | [Matthew Swendiman](https://find.wellspent.co/advisors/matthew-swendiman.md) | Crew Capital | Cincinnati, Ohio | ChFC, CFA | Percentage of assets | | [Michael Hengehold](https://find.wellspent.co/advisors/michael-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | PFS | Percentage of assets, Fixed fees | | [Peter Baden](https://find.wellspent.co/advisors/peter-baden.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Robert Jung](https://find.wellspent.co/advisors/robert-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Sean Paddock](https://find.wellspent.co/advisors/sean-paddock.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Timothy Schwiebert](https://find.wellspent.co/advisors/timothy-schwiebert.md) | Topsail Wealth Management | Cincinnati, Ohio | | Percentage of assets | Showing the first 50 of 63. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/ohio/cincinnati/?page=2 ## Related - [Tax planning in Cincinnati](https://find.wellspent.co/specialties/tax-planning/ohio/cincinnati.md) - [Retirement planning in Cincinnati](https://find.wellspent.co/specialties/retirement-planning/ohio/cincinnati.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).