# Financial advisors for pension planning in Ohio > For pension planning in Ohio, talk to a fee-only planner who has compared pension elections before, ideally with your type of plan. Many of these choices, like a lump sum against an annuity or a survivor benefit, can't be undone. Records to start with include Case Belger of rebel Financial, Joseph Schmitz, Jr. of Peak Retirement Planning and Eric Ross of F2 Wealth. Page: https://find.wellspent.co/specialties/pension-planning/ohio/ 33 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 a pension in Ohio? For pension planning in Ohio, talk to a fee-only planner who has compared pension elections before, ideally with your type of plan. Many of these choices, like a lump sum against an annuity or a survivor benefit, can't be undone. Records to start with include Case Belger of rebel Financial, Joseph Schmitz, Jr. of Peak Retirement Planning and Eric Ross of F2 Wealth. - [Case Belger](https://find.wellspent.co/advisors/case-belger/), rebel Financial, Groveport. Holds the CFP and ChFC. Fees on file: percentage of assets, hourly. - [Joseph Schmitz, Jr.](https://find.wellspent.co/advisors/joseph-schmitz-jr/), Peak Retirement Planning, Columbus. Holds the CFP and ChFC. Fees on file: percentage of assets, fixed fees. - [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. - [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler/), Schuler Wealth Planning LLC, Columbus. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Ryan Bennett](https://find.wellspent.co/advisors/ryan-bennett/), Kelda Wealth Management, Cuyahoga Falls. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Brian Jaros](https://find.wellspent.co/advisors/brian-jaros/), Ville Wealth Management, Avon Lake. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Ohio work on pension planning? The Wellspent public graph lists 33 fee-only advisors for pension planning in Ohio, at 12 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for pension planning in Ohio located? Of the 33 fee-only advisors for pension planning in Ohio, 16 are in Columbus, followed by 7 in Westlake and 2 in Cincinnati. ## How do fee-only advisors for pension planning in Ohio charge? The most common fee among fee-only advisors for pension planning in Ohio is a percentage of assets, used by 97% of the 33 with fees on file. Many use more than one: 82% charge fixed fees and 36% 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 pension planning have? For pension planning, look for the CFP and ChFC. In Ohio, 42% of the 33 advisors listed hold the CFP. - CFP (42% of advisors listed): The CFP weighs the pension against the rest of your income. - ChFC (6% of advisors listed): The ChFC includes retirement and insurance planning. ## How do Ohio advisors for pension planning compare with the rest of the US? 82% of fee-only advisors for pension planning in Ohio charge fixed fees, compared with 35% of the 391 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Ohio tax Social Security? No. Ohio doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan. ## What should I ask a financial advisor about a pension in Ohio? - Have you worked with my employer's plan or its type? - How would you compare the lump sum with monthly payments? - How do you weigh survivor benefit options? - Do you earn anything if I roll over or buy an annuity? - How does Ohio tax each source of my retirement income? ## How current is this list of fee-only advisors for pension planning 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 | | [Ryan Bennett](https://find.wellspent.co/advisors/ryan-bennett.md) | Kelda Wealth Management | Cuyahoga Falls, Ohio | CFP | Percentage of assets, One-time planning fee | | [Case Belger](https://find.wellspent.co/advisors/case-belger.md) | rebel Financial | Groveport, Ohio | AIF, CFP, ChFC, CLU, EA | Percentage of assets, Hourly, Subscription, Fixed fees | | [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 | | [Matt Will](https://find.wellspent.co/advisors/matt-will.md) | Wealth Accel LLC | Dayton, Ohio | CFP | Percentage of assets, 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 | | [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 | | [Travis Wurz](https://find.wellspent.co/advisors/travis-wurz.md) | Wurz Financial Services | Holland, Ohio | | Percentage of assets, Hourly, Subscription, 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 | | [Christina Fanourakis](https://find.wellspent.co/advisors/christina-fanourakis.md) | Cornerstone Wealth Management | Westlake, 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 | | [Joshua Richardson](https://find.wellspent.co/advisors/joshua-richardson-6647459.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Michael Kelley](https://find.wellspent.co/advisors/michael-kelley.md) | Cornerstone Wealth Management | Westlake, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Kaplan](https://find.wellspent.co/advisors/nicholas-kaplan.md) | Cornerstone Wealth Management | Westlake, 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 | | [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 | | [Michael Martinez](https://find.wellspent.co/advisors/michael-martinez-2978914.md) | The Pension Group | Dublin, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Anastasiya Sembay](https://find.wellspent.co/advisors/anastasiya-sembay.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Augustine Matheson](https://find.wellspent.co/advisors/augustine-matheson.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Edmund Malone](https://find.wellspent.co/advisors/edmund-malone.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Nick Dionisos](https://find.wellspent.co/advisors/nick-dionisos.md) | Cornerstone Wealth Management | Westlake, Ohio | | Percentage of assets, Hourly, Fixed fees | ## 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).