# Financial advisors for physicians in Ohio > For physicians in Ohio, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include Cameron Brady of Michael Brady & Co., LLC, Kevin Coholan of Demming Financial Services and Daniel Johnson of Forward Thinking Wealth Management. Page: https://find.wellspent.co/specialties/physicians/ohio/ 48 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 physician in Ohio? For physicians in Ohio, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include Cameron Brady of Michael Brady & Co., LLC, Kevin Coholan of Demming Financial Services and Daniel Johnson of Forward Thinking Wealth Management. - [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady/), Michael Brady & Co., LLC, Westlake. Holds the CFP. Fees on file: percentage of assets. - [Kevin Coholan](https://find.wellspent.co/advisors/kevin-coholan/), Demming Financial Services, Aurora. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023/), Forward Thinking Wealth Management, Copley. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Sharon Miller](https://find.wellspent.co/advisors/sharon-miller/), Financial Rounds, Cincinnati. Holds the CFP. Fees on file: ongoing planning fee. - [Sara Young](https://find.wellspent.co/advisors/sara-young/), Live and Give Financial LLC, Cincinnati. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus/), Wealth Dimensions Group, Cincinnati. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Ohio work with physicians? The Wellspent public graph lists 48 fee-only advisors for physicians in Ohio, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for physicians in Ohio located? Of the 48 fee-only advisors for physicians in Ohio, 24 are in Cincinnati, followed by 6 in Columbus and 4 in Lebanon. ## How do fee-only advisors for physicians in Ohio charge? The most common fee among fee-only advisors for physicians in Ohio is a percentage of assets, used by 85% of the 48 with fees on file. Many use more than one: 46% charge fixed fees and 42% 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 physicians have? For physicians, look for the CFP. In Ohio, 60% of the 48 advisors listed hold the CFP. - CFP (60% of advisors listed): The CFP covers the insurance and retirement decisions doctors face. ## How do Ohio advisors for physicians compare with the rest of the US? 60% of fee-only advisors for physicians in Ohio hold the CFP, compared with 48% of the 691 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 should I ask a financial advisor as a physician in Ohio? - How many physicians do you work with, and at what career stage? - How would you approach my loans, including PSLF? - How do you evaluate own-occupation disability coverage? - Do you sell insurance or earn anything from it? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for physicians 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 | |---|---|---|---|---| | [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets | | [Ryan Bayonnet](https://find.wellspent.co/advisors/ryan-bayonnet.md) | Hyland Wealth Management | Green, Ohio | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023.md) | Forward Thinking Wealth Management | Copley, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [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 | | [Benjamin Dobler](https://find.wellspent.co/advisors/benjamin-dobler.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [Chanley Christman](https://find.wellspent.co/advisors/chanley-christman.md) | Quest Wealth Solutions | Mansfield, Ohio | CFP | Percentage of assets | | [Christopher Hansen](https://find.wellspent.co/advisors/christopher-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [Michael Andrews](https://find.wellspent.co/advisors/michael-andrews-4210343.md) | Andrews Advisors | Uniontown, Ohio | CFP | Percentage of assets, Fixed fees | | [Robert Hansen](https://find.wellspent.co/advisors/robert-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [Robert Maher](https://find.wellspent.co/advisors/robert-maher.md) | Virgil Wealth Advisory | Cincinnati, Ohio | CFA | Percentage of assets, One-time planning fee | | [Sharon Miller](https://find.wellspent.co/advisors/sharon-miller.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee | | [Tony Newman](https://find.wellspent.co/advisors/tony-newman.md) | Quest Wealth Solutions | Mansfield, Ohio | CFP | Percentage of assets | | [David Frazier](https://find.wellspent.co/advisors/david-frazier.md) | Kapstone Financial Advisors | Lebanon, Ohio | CFP | Percentage of assets | | [David Kronour](https://find.wellspent.co/advisors/david-kronour.md) | Kapstone Financial Advisors | Lebanon, Ohio | CFP | Percentage of assets | | [Gregory Middendorf](https://find.wellspent.co/advisors/gregory-middendorf.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jake Butcher](https://find.wellspent.co/advisors/jake-butcher.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Eutsler](https://find.wellspent.co/advisors/james-eutsler.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Matthew Calme](https://find.wellspent.co/advisors/matthew-calme.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Steven Hengehold](https://find.wellspent.co/advisors/steven-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, 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 | | [Jacob Smail](https://find.wellspent.co/advisors/jacob-smail.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [Kevin Coholan](https://find.wellspent.co/advisors/kevin-coholan.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Douglas Johnson](https://find.wellspent.co/advisors/douglas-johnson.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Erik Thompson](https://find.wellspent.co/advisors/erik-thompson.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Matthew Dunn](https://find.wellspent.co/advisors/matthew-dunn.md) | ARQ Wealth Advisors | Hudson , Ohio | CFA | Percentage of assets, Fixed fees | | [Michael Hengehold](https://find.wellspent.co/advisors/michael-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | PFS | Percentage of assets, Fixed fees | | [Sean Paddock](https://find.wellspent.co/advisors/sean-paddock.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Stephen Jimenez](https://find.wellspent.co/advisors/stephen-jimenez.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Steven Zangmeister](https://find.wellspent.co/advisors/steven-zangmeister.md) | Aspire Growth Partners | Medina, Ohio | ChFC | Percentage of assets, Hourly, Fixed fees | | [Brian Munoz](https://find.wellspent.co/advisors/brian-munoz.md) | Financial Rounds | Cincinnati, Ohio | | Ongoing planning fee | | [Casey Boland](https://find.wellspent.co/advisors/casey-boland.md) | HCM Wealth Advisors | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Jason Zangmeister](https://find.wellspent.co/advisors/jason-zangmeister.md) | Aspire Growth Partners | Medina, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Randall Kronour](https://find.wellspent.co/advisors/randall-kronour.md) | Kapstone Financial Advisors | Lebanon, Ohio | | Percentage of assets | | [Roy McGuffin](https://find.wellspent.co/advisors/roy-mcguffin.md) | Kapstone Financial Advisors | Lebanon, Ohio | | Percentage of assets | | [Ryan Coulter](https://find.wellspent.co/advisors/ryan-coulter.md) | Demming Financial Services | Aurora, Ohio | | Percentage of assets, Ongoing planning fee, Hourly | | [John Quimjian](https://find.wellspent.co/advisors/john-quimjian.md) | Physicians Wealth Solutions | Columbus, Ohio | | Percentage of assets | | [John Stewart](https://find.wellspent.co/advisors/john-stewart.md) | Physicians Wealth Solutions | Columbus, Ohio | | Percentage of assets | | [Mark Kamann](https://find.wellspent.co/advisors/mark-kamann.md) | Physicians Wealth Solutions | Columbus, Ohio | | Percentage of assets | | [Verna Ruby](https://find.wellspent.co/advisors/verna-ruby.md) | Physicians Wealth Solutions | Columbus, Ohio | | Percentage of assets | ## 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).