Financial advisors for founders in Cleveland, Ohio

Which financial advisor should I talk to as a founder in Cleveland?

For founders in Cleveland, 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 Peter Franz of Journey Wealth, Andrew Siciliano of Wellspring Family Office and Lauren Fine of Beatrice Advisors.

How many fee-only financial advisors in Cleveland work with founders?

The Wellspent public graph lists 25 fee-only advisors for founders in Cleveland, at 3 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for founders in Cleveland charge?

The most common fee among fee-only advisors for founders in Cleveland is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 100% 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 founders have?

For founders, look for the CFP and CFA. In Cleveland, 48% of the 25 advisors listed hold the CFP.

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 Cleveland?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How do you account for local income tax where I live and work?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for founders in Cleveland?

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.