# Financial advisors for estate planning in Columbus, Ohio > For estate planning in Columbus, 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 Kimberly Wirtz of John E. Sestina and Company, James Davis of Partnership Financial LLC and Joshua Gallogly of Milestones Financial, LLC. Page: https://find.wellspent.co/specialties/estate-planning/ohio/columbus/ 48 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 Columbus? For estate planning in Columbus, 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 Kimberly Wirtz of John E. Sestina and Company, James Davis of Partnership Financial LLC and Joshua Gallogly of Milestones Financial, LLC. - [Kimberly Wirtz](https://find.wellspent.co/advisors/kimberly-wirtz/), John E. Sestina and Company, Columbus City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [James Davis](https://find.wellspent.co/advisors/james-davis/), Partnership Financial LLC, Columbus City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly/), Milestones Financial, LLC, Columbus City. Holds the CFP. Fees on file: one-time planning fee, hourly. - [Adam Koos](https://find.wellspent.co/advisors/adam-koos/), Libertas Wealth Management Group Inc, Columbus City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Chandler Fugate-Laus](https://find.wellspent.co/advisors/chandler-fugate-laus/), Moneyfluent, Columbus City. Holds the CFP. Fees on file: one-time planning fee. - [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler/), Schuler Wealth Planning LLC, Columbus City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. ## How many fee-only financial advisors in Columbus work on estate planning? The Wellspent public graph lists 48 fee-only advisors for estate planning in Columbus, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Columbus charge? The most common fee among fee-only advisors for estate planning in Columbus is a percentage of assets, used by 90% of the 48 with fees on file. Many use more than one: 71% charge fixed fees and 35% 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 Columbus, 50% of the 48 advisors listed hold the CFP. - CFP (50% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Columbus advisors for estate planning compare with the rest of the US? 71% of fee-only advisors for estate planning in Columbus 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. ## 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 Columbus? - 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 Columbus? 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 | |---|---|---|---|---| | [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly.md) | Milestones Financial, LLC | Columbus, Ohio | CFP, EA | One-time planning fee, Hourly | | [Adam Koos](https://find.wellspent.co/advisors/adam-koos.md) | Libertas Wealth Management Group Inc | Columbus, Ohio | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer | | [Chandler Fugate-Laus](https://find.wellspent.co/advisors/chandler-fugate-laus.md) | Moneyfluent | Columbus, Ohio | CFP | One-time planning fee | | [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler.md) | Schuler Wealth Planning LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Kimberly Wirtz](https://find.wellspent.co/advisors/kimberly-wirtz.md) | John E. Sestina and Company | Columbus, Ohio | CFP | Percentage of assets, Ongoing planning fee | | [James Davis](https://find.wellspent.co/advisors/james-davis.md) | Partnership Financial LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [William Whitaker](https://find.wellspent.co/advisors/william-whitaker.md) | Vawter Financial | Columbus, Ohio | CFP, MS | Percentage of assets, Hourly, Fixed fees | | [Joseph Schmitz, Jr.](https://find.wellspent.co/advisors/joseph-schmitz-jr.md) | Peak Retirement Planning | Columbus, Ohio | CFP, ChFC | Percentage of assets, Fixed fees | | [Sarah Schwieterman](https://find.wellspent.co/advisors/sarah-schwieterman.md) | Peak Retirement Planning | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [James Rice](https://find.wellspent.co/advisors/james-rice.md) | Capital Asset Management | Columbus, Ohio | CFP, ChFC | Percentage of assets | | [Adam Smetzer](https://find.wellspent.co/advisors/adam-smetzer.md) | Sky Vision Wealth | Columbus, Ohio | CFP | Percentage of assets | | [Christopher Schumacher](https://find.wellspent.co/advisors/christopher-schumacher.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Isao Shoji](https://find.wellspent.co/advisors/isao-shoji.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [John Loveday](https://find.wellspent.co/advisors/john-loveday.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Roby](https://find.wellspent.co/advisors/jonathan-roby.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Meghan Mader](https://find.wellspent.co/advisors/meghan-mader.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Leary](https://find.wellspent.co/advisors/ryan-leary.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Hartings](https://find.wellspent.co/advisors/benjamin-hartings.md) | Trinity Financial Advisors | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [Geoffrey Biehn](https://find.wellspent.co/advisors/geoffrey-biehn.md) | Trinity Financial Advisors | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [Alec Schrock](https://find.wellspent.co/advisors/alec-schrock.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Calisto Reghi](https://find.wellspent.co/advisors/calisto-reghi.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Cameron Kaska](https://find.wellspent.co/advisors/cameron-kaska.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Christopher Olsgard](https://find.wellspent.co/advisors/christopher-olsgard.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Cole Schrock](https://find.wellspent.co/advisors/cole-schrock.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Corey Jordison](https://find.wellspent.co/advisors/corey-jordison.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Dominic Garris](https://find.wellspent.co/advisors/dominic-garris.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Dylon Woolwine](https://find.wellspent.co/advisors/dylon-woolwine.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Emma Hostetler](https://find.wellspent.co/advisors/emma-hostetler.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Jason Eliason](https://find.wellspent.co/advisors/jason-eliason.md) | Waller Financial Planning Group | Columbus, Ohio | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [Jason Farris](https://find.wellspent.co/advisors/jason-farris.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Richardson](https://find.wellspent.co/advisors/joshua-richardson-6647459.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Katherine Kincaid](https://find.wellspent.co/advisors/katherine-kincaid.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Owen Bosworth](https://find.wellspent.co/advisors/owen-bosworth.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Samuel Nordquist](https://find.wellspent.co/advisors/samuel-nordquist.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Scott Rendle](https://find.wellspent.co/advisors/scott-rendle.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Nichols](https://find.wellspent.co/advisors/tyler-nichols.md) | Peak Retirement Planning | Columbus, Ohio | | 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 | | [Emily DeBlase](https://find.wellspent.co/advisors/emily-deblase.md) | Organic Wealth | Columbus, Ohio | ChFC | Ongoing planning fee, One-time planning fee | | [Erik Thompson](https://find.wellspent.co/advisors/erik-thompson.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Joshua Shaffer](https://find.wellspent.co/advisors/joshua-shaffer.md) | Trinity Financial Advisors | Columbus, Ohio | CFA | Percentage of assets, Fixed fees | | [Stephen Jimenez](https://find.wellspent.co/advisors/stephen-jimenez.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Alvin Asiamah](https://find.wellspent.co/advisors/alvin-asiamah.md) | asendo wealth | Columbus, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Blake Farmer](https://find.wellspent.co/advisors/blake-farmer.md) | asendo wealth | Columbus, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Garrett Thompson](https://find.wellspent.co/advisors/garrett-thompson.md) | Sky Vision Wealth | Columbus, Ohio | | Percentage of assets | | [Anthony Calvino](https://find.wellspent.co/advisors/anthony-calvino.md) | Trinity Financial Advisors | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Christen Biddlestone](https://find.wellspent.co/advisors/christen-biddlestone.md) | Trinity Financial Advisors | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Kristina Green](https://find.wellspent.co/advisors/kristina-green.md) | Trinity Financial Advisors | Columbus, Ohio | | Percentage of assets, Fixed fees | ## Related - [Tax planning in Columbus](https://find.wellspent.co/specialties/tax-planning/ohio/columbus.md) - [Retirement planning in Columbus](https://find.wellspent.co/specialties/retirement-planning/ohio/columbus.md) - [Retirees in Columbus](https://find.wellspent.co/audiences/retirees/ohio/columbus.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).