Financial advisors for family wealth transfer in Ohio

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.

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. 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.