# Financial advisors for founders in Ohio > For founders in Ohio, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Peter Franz of Journey Wealth and Andrew Tisler of Epic Financial. Page: https://find.wellspent.co/specialties/founders-pre-exit/ohio/ 117 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 as a founder in Ohio? For founders in Ohio, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Rick Spillane of Spillane Financial Planning, Inc., Peter Franz of Journey Wealth and Andrew Tisler of Epic Financial. - [Rick Spillane](https://find.wellspent.co/advisors/rick-spillane/), Spillane Financial Planning, Inc., Lebanon. Holds the CPA and CFP. Fees on file: hourly, percentage of assets. - [Peter Franz](https://find.wellspent.co/advisors/peter-franz/), Journey Wealth, Cleveland. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [Andrew Tisler](https://find.wellspent.co/advisors/andrew-tisler/), Epic Financial, Hudson. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [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. - [Jacob Smail](https://find.wellspent.co/advisors/jacob-smail/), Demming Financial Services, Aurora. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Dan Amiot](https://find.wellspent.co/advisors/dan-amiot/), Wrought Iron Financial, LLC, Canal Fulton. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Ohio work with founders? The Wellspent public graph lists 117 fee-only advisors for founders in Ohio, at 39 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Ohio located? Of the 117 fee-only advisors for founders in Ohio, 25 are in Cleveland, followed by 15 in Cincinnati and 15 in Columbus. ## How do fee-only advisors for founders in Ohio charge? The most common fee among fee-only advisors for founders in Ohio is a percentage of assets, used by 99% of the 117 with fees on file. Many use more than one: 76% charge fixed fees and 57% 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 founders have? For founders, look for the CPA, CFP and CFA. In Ohio, 50% of the 117 advisors listed hold the CFP. - CPA (1% of advisors listed): CPAs can model deal structure and the tax on proceeds. - CFP (50% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (7% of advisors listed): The CFA helps with investing a large sum at once. ## How do Ohio advisors for founders compare with the rest of the US? 76% of fee-only advisors for founders in Ohio charge fixed fees, compared with 57% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Ohio tax income on top of federal tax? Yes. Ohio has a state income tax, so a financial plan for a Ohio resident should project it alongside federal tax. ## Is there a local income tax in Ohio? Yes. In Ohio, many cities add a local income tax. ## What happens to stock pay if you move to or from Ohio? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Ohio can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Ohio? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | | [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 | | [Dan Amiot](https://find.wellspent.co/advisors/dan-amiot.md) | Wrought Iron Financial, LLC | Canal Fulton, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets | | [John Bovard](https://find.wellspent.co/advisors/john-bovard.md) | Incline Wealth Advisors | Cleves, Ohio | CFP | Percentage of assets, Fixed fees | | [Rick Spillane](https://find.wellspent.co/advisors/rick-spillane.md) | Spillane Financial Planning, Inc. | Lebanon, Ohio | CFP, CPA | Hourly, Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Paul Pfeiffer](https://find.wellspent.co/advisors/paul-pfeiffer.md) | NorthPoint Financial Planning LLC | Maineville, Ohio | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Andrew Tisler](https://find.wellspent.co/advisors/andrew-tisler.md) | Epic Financial | Hudson, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Brian Jaros](https://find.wellspent.co/advisors/brian-jaros.md) | Ville Wealth Management | Avon Lake, Ohio | CFP | Percentage of assets | | [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Stacia Bearden](https://find.wellspent.co/advisors/stacia-bearden.md) | Wurz Financial Services | Holland, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [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 | | [Abigail Rose](https://find.wellspent.co/advisors/abigail-rose.md) | Keeler & Nadler | Dublin, 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 | | [Andrew Keeler](https://find.wellspent.co/advisors/andrew-keeler.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Costin](https://find.wellspent.co/advisors/bryan-costin.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Chanley Christman](https://find.wellspent.co/advisors/chanley-christman.md) | Quest Wealth Solutions | Mansfield, Ohio | CFP | Percentage of assets | | [Douglas Ambrose](https://find.wellspent.co/advisors/douglas-ambrose.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Jacob Martin](https://find.wellspent.co/advisors/jacob-martin.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jessica Hultberg](https://find.wellspent.co/advisors/jessica-hultberg.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Neuwirt](https://find.wellspent.co/advisors/justin-neuwirt.md) | Neu Wealth Group | New Albany, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin McPeek](https://find.wellspent.co/advisors/kevin-mcpeek.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Lauren Maclaren](https://find.wellspent.co/advisors/lauren-maclaren.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Mark Beaver](https://find.wellspent.co/advisors/mark-beaver.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Baker](https://find.wellspent.co/advisors/michael-baker.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees | | [Michael Klubnik](https://find.wellspent.co/advisors/michael-klubnik.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Franz](https://find.wellspent.co/advisors/peter-franz.md) | Journey Wealth | Cleveland, Ohio | CFP, CFA | Percentage of assets, Fixed fees | | [Timothy Burkett](https://find.wellspent.co/advisors/timothy-burkett.md) | Keeler & Nadler | Dublin, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Tony Newman](https://find.wellspent.co/advisors/tony-newman.md) | Quest Wealth Solutions | Mansfield, Ohio | CFP | Percentage of assets | | [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 | | [Eric Hanna](https://find.wellspent.co/advisors/eric-hanna.md) | Wellspring Family Office | Fairview Park, Ohio | CFP | Percentage of assets, Fixed fees | | [Jason Marsh](https://find.wellspent.co/advisors/jason-marsh.md) | Cognition Financial | Dublin, Ohio | | Percentage of assets, Ongoing planning fee | | [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 | | [Travis Wurz](https://find.wellspent.co/advisors/travis-wurz.md) | Wurz Financial Services | Holland, Ohio | | Percentage of assets, Hourly, Subscription, Fixed fees | | [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 | | [David Demming](https://find.wellspent.co/advisors/david-demming.md) | Demming Financial Services | Auroara, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [David Demming](https://find.wellspent.co/advisors/david-demming-854343.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | Showing the first 50 of 117. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/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) - [Executives in Ohio](https://find.wellspent.co/audiences/executives/ohio.md) - [Pre-retirees in Ohio](https://find.wellspent.co/audiences/pre-retirees/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).