Financial advisors for physicians in Ohio

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.

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. How many physicians do you work with, and at what career stage?
2. How would you approach my loans, including PSLF?
3. How do you evaluate own-occupation disability coverage?
4. Do you sell insurance or earn anything from it?
5. 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.