Financial advisors for estate planning in Cincinnati, Ohio

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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.