Financial advisors for pension planning in Ohio

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.

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. Have you worked with my employer's plan or its type?
2. How would you compare the lump sum with monthly payments?
3. How do you weigh survivor benefit options?
4. Do you earn anything if I roll over or buy an annuity?
5. 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.