# Financial advisors for family wealth transfer in Ohio > For family wealth transfer in Ohio, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Andrew Damcevski of AJD Wealth Management, Eric Ross of F2 Wealth and Daniel Johnson of Birchcreek Wealth Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/ohio/ 99 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 passing wealth to the next generation in Ohio? For family wealth transfer in Ohio, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Andrew Damcevski of AJD Wealth Management, Eric Ross of F2 Wealth and Daniel Johnson of Birchcreek Wealth Management. - [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski/), AJD Wealth Management, Cincinnati. Holds the CFP. Fees on file: percentage of assets. - [Eric Ross](https://find.wellspent.co/advisors/eric-ross/), F2 Wealth, Cincinnati. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5169351/), Birchcreek Wealth Management, Miami Township. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Andy Silver](https://find.wellspent.co/advisors/andy-silver/), Concordia Wealth Planning, LLC, Columbus. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Joy Schlie](https://find.wellspent.co/advisors/joy-schlie/), Harvest Financial Advisors, West Chester. Holds the CFP. Fees on file: percentage of assets, hourly. - [Andrew Siciliano](https://find.wellspent.co/advisors/andrew-siciliano/), Wellspring Family Office, Cleveland. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Ohio work on family wealth transfer? The Wellspent public graph lists 99 fee-only advisors for family wealth transfer in Ohio, at 31 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Ohio located? Of the 99 fee-only advisors for family wealth transfer in Ohio, 18 are in Columbus, followed by 17 in Cincinnati and 11 in Cleveland. ## How do fee-only advisors for family wealth transfer in Ohio charge? The most common fee among fee-only advisors for family wealth transfer in Ohio is a percentage of assets, used by 99% of the 99 with fees on file. Many use more than one: 53% charge by the hour and 53% charge fixed fees. ## 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Ohio, 42% of the 99 advisors listed hold the CFP. - CFP (42% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Ohio advisors for family wealth transfer compare with the rest of the US? 53% of fee-only advisors for family wealth transfer in Ohio charge by the hour, compared with 43% of the 3,385 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 passing wealth to the next generation in Ohio? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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. ## 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 | | [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski.md) | AJD Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Andy Silver](https://find.wellspent.co/advisors/andy-silver.md) | Concordia Wealth Planning, LLC | Columbus, Ohio | CFP | Ongoing planning fee, One-time planning fee | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5169351.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Jansen Davidson](https://find.wellspent.co/advisors/jansen-davidson.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [John Payne](https://find.wellspent.co/advisors/john-payne-6112347.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [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 | | [James Rice](https://find.wellspent.co/advisors/james-rice.md) | Capital Asset Management | Columbus, Ohio | CFP, ChFC | Percentage of assets | | [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 | | [Aileen Bost](https://find.wellspent.co/advisors/aileen-bost.md) | CM Wealth | Beachwood, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Lorius](https://find.wellspent.co/advisors/amy-lorius.md) | CM Wealth | Beachwood, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Joy Schlie](https://find.wellspent.co/advisors/joy-schlie.md) | Harvest Financial Advisors | West Chester, Ohio | CFP | Percentage of assets, Hourly | | [Justin Neuwirt](https://find.wellspent.co/advisors/justin-neuwirt.md) | Neu Wealth Group | New Albany, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Henn](https://find.wellspent.co/advisors/marc-henn.md) | Harvest Financial Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Meghan Mader](https://find.wellspent.co/advisors/meghan-mader.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Monica Dwyer](https://find.wellspent.co/advisors/monica-dwyer.md) | Harvest Financial Advisors | West Chester, Ohio | CFP | Percentage of assets, Hourly | | [Ryan Leary](https://find.wellspent.co/advisors/ryan-leary.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Alexander Benson](https://find.wellspent.co/advisors/alexander-benson.md) | Birchcreek Wealth Management | Miami Township, Ohio | | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Andrew Doepker](https://find.wellspent.co/advisors/andrew-doepker.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Siciliano](https://find.wellspent.co/advisors/andrew-siciliano.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Anna Vitale](https://find.wellspent.co/advisors/anna-vitale.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Benjamin Hartings](https://find.wellspent.co/advisors/benjamin-hartings.md) | Trinity Financial Advisors | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [Beth Verdoorn](https://find.wellspent.co/advisors/beth-verdoorn.md) | C.H. Dean | Beavercreek, Ohio | CFP | Percentage of assets | | [David Frazier](https://find.wellspent.co/advisors/david-frazier.md) | Kapstone Financial Advisors | Lebanon, Ohio | CFP | Percentage of assets | | [David Kronour](https://find.wellspent.co/advisors/david-kronour.md) | Kapstone Financial Advisors | Lebanon, Ohio | CFP | Percentage of assets | | [Eric Hanna](https://find.wellspent.co/advisors/eric-hanna.md) | Wellspring Family Office | Fairview Park, 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 | | [Jennifer Staton](https://find.wellspent.co/advisors/jennifer-staton.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Kathryn Madzsar](https://find.wellspent.co/advisors/kathryn-madzsar.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Marnie Randel](https://find.wellspent.co/advisors/marnie-randel.md) | Paradigm Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly | | [Ronald Bates](https://find.wellspent.co/advisors/ronald-bates.md) | St. Clair Advisors | Mayfield Heights, Ohio | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Stephanie Sandle](https://find.wellspent.co/advisors/stephanie-sandle.md) | Bluestone Private Wealth | Cleveland, Ohio | CFP | Percentage of assets | | [William Ambrogio](https://find.wellspent.co/advisors/william-ambrogio.md) | Wellspring Family Office | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Benjamin Wallace](https://find.wellspent.co/advisors/benjamin-wallace.md) | CM Wealth | Beachwood, Ohio | CFA | Percentage of assets, Hourly, Fixed fees | | [Douglas Smorag](https://find.wellspent.co/advisors/douglas-smorag.md) | CM Wealth | Beachwood, Ohio | PFS | Percentage of assets, Hourly, 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 | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Edward Kolanko](https://find.wellspent.co/advisors/edward-kolanko.md) | Baynes Investment Counsel | Mason, Ohio | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jake Mossing](https://find.wellspent.co/advisors/jake-mossing.md) | Annuity Answers | Toledo, Ohio | CFA | Percentage of assets, One-time planning fee | | [Joshua Shaffer](https://find.wellspent.co/advisors/joshua-shaffer.md) | Trinity Financial Advisors | Columbus, Ohio | CFA | Percentage of assets, Fixed fees | Showing the first 50 of 99. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/ohio/?page=2 ## Related - [Estate planning in Ohio](https://find.wellspent.co/specialties/estate-planning/ohio.md) - [Tax planning in Ohio](https://find.wellspent.co/specialties/tax-planning/ohio.md) - [Retirement planning in Ohio](https://find.wellspent.co/specialties/retirement-planning/ohio.md) - [Retirees in Ohio](https://find.wellspent.co/audiences/retirees/ohio.md) - [Founders in Ohio](https://find.wellspent.co/specialties/founders-pre-exit/ohio.md) - [Executives in Ohio](https://find.wellspent.co/audiences/executives/ohio.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).