Financial advisors for retirement planning in Ohio
Which financial advisor should I talk to about retirement planning in Ohio?
For retirement planning in Ohio, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Gage Paul of Western Reserve Capital Management, LLC, Rick Spillane of Spillane Financial Planning, Inc. and Debbie Price of Price Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Gage Paul Western Reserve Capital Management, LLC, New Philadelphia Holds the RICP, CFP and EA. Fees on file: percentage of assets, hourly.
- Rick Spillane Spillane Financial Planning, Inc., Lebanon Holds the CFP and CPA. Fees on file: hourly, percentage of assets.
- Debbie Price Price Planning, LLC, Powell Holds the CFP and CPA. Fees on file: hourly, ongoing planning fee.
- Joshua Gallogly Milestones Financial, LLC, Columbus Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Case Belger rebel Financial, Groveport Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Douglas Lynch Lynch Financial Group LLC, Dublin Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Ohio work on retirement planning?
The Wellspent public graph lists 232 fee-only advisors for retirement planning in Ohio, at 126 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for retirement planning in Ohio located?
Of the 232 fee-only advisors for retirement planning in Ohio, 54 are in Cincinnati, followed by 35 in Columbus and 19 in Dublin.
Plus 107 in other cities.
How do fee-only advisors for retirement planning in Ohio charge?
The most common fee among fee-only advisors for retirement planning in Ohio is a percentage of assets, used by 90% of the 232 with fees on file. Many use more than one: 58% charge fixed fees and 50% 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 retirement planning have?
For retirement planning, look for the CFP, EA and CPA. In Ohio, 45% of the 232 advisors listed hold the CFP.
- CFP45% in Ohio
- The CFP covers income, tax, insurance, and estate decisions together.
- EA1% in Ohio
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA2% in Ohio
- CPAs help with the tax side of withdrawals.
How do Ohio advisors for retirement planning compare with the rest of the US?
58% of fee-only advisors for retirement planning in Ohio charge fixed fees, compared with 47% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Ohio. Light bars are all US advisors for retirement planning.
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 retirement planning in Ohio?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Ohio tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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.
All 232 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Joshua Gallogly Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts. | Milestones Financial, LLC | Columbus | CFP, EA | One-time planning fee, Hourly |
| Adam Koos | Libertas Wealth Management Group Inc | Columbus | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Brian Tegtmeyer | Truly Prosper Financial Planning | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Dan Amiot | Wrought Iron Financial, LLC | Canal Fulton | CFP | Percentage of assets, Ongoing planning fee |
| Debbie Price | Price Planning, LLC | Powell | CFP, CPA, JD | Hourly, Ongoing planning fee |
| Jason Demland | Demland Wealth | Defiance | CFP | Flat fee or retainer, Ongoing planning fee |
| Laurie Licata | PDS Planning, Inc. | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Ryan Bennett | Kelda Wealth Management | Cuyahoga Falls | CFP | Percentage of assets, One-time planning fee |
| Cameron Brady | Michael Brady & Co., LLC | Westlake | CFP, MBA | Percentage of assets |
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Dean Schuler | Schuler Wealth Planning LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Jennifer Bush | INTENTIONAL WEALTH PARTNERS | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| John Bovard | Incline Wealth Advisors | Cleves | CFP | Percentage of assets, Fixed fees |
| Kimberly Wirtz | John E. Sestina and Company | Columbus | CFP | Percentage of assets, Ongoing planning fee |
| Liz Griffiths | Intera Financial Planners LLC | Avon Lake | CFP | Percentage of assets, Ongoing planning fee |
| Matt Will | Wealth Accel LLC | Dayton | CFP | Percentage of assets, Fixed fees |
| Nathan Swab | Alexander Financial Planning, Inc. | Columbus | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee |
| Rick Spillane | Spillane Financial Planning, Inc. | Lebanon | CFP, CPA | Hourly, Percentage of assets |
| Gage Paul | Western Reserve Capital Management, LLC | New Philadelphia | CFP, EA, RICP | Percentage of assets, Hourly |
| James Davis | Partnership Financial LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| Ryan Weiser | Weiser Financial Planning LLC | Lewis Center | CASL, CDFA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Douglas Lynch | Lynch Financial Group LLC | Dublin | CFA, CFP, CPA | Percentage of assets, Hourly |
| Joe Messinger | Capstone Wealth Partners, LTD | Dublin | CFP, ChFC, CLU | Ongoing planning fee, One-time planning fee |
| Kristen Moosmiller | NorthAvenue Financial Advocates | Columbus | CFP, MSPFP | Fixed fees |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| Ryan Bayonnet | Hyland Wealth Management | Green | CFP, MSFP | Percentage of assets, Hourly |
| Shawn Ballinger | Columbus Street Financial Planning | Dublin | CFP | Flat fee or retainer |
| William Whitaker | Vawter Financial | Columbus | CFP, MS | Percentage of assets, Hourly |
| Andrew Kerns | Accountable Financial Planning LLC | Westerville | CFP | Flat fee or retainer, Ongoing planning fee |
| Chris Kimmet Planning for physicians and other professionals, covering cash flow, tax-efficient investing, college savings and equity compensation. | Aptus Financial | Columbus | CFP | Subscription, One-time planning fee |
| David Wiedmeyer | KLD Wealth Management | Lebanon | CFP | Hourly |
| Andrew Tisler | Epic Financial | Hudson | CFP | Percentage of assets, Ongoing planning fee |
| Bob Buehler Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive. | FirstTen Financial | Columbus | CPA, ChFC | One-time planning fee |
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Darren Wurz | Wurz Financial Services | Cincinnati | CFP | Percentage of assets, Hourly |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| John Payne | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Stacia Bearden | Wurz Financial Services | Holland | CFP | Percentage of assets, Hourly |
| Daniel Johnson | Forward Thinking Wealth Management | Copley | CFP | Flat fee or retainer, Ongoing planning fee |
| Dave Moerlein Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation. | Belay Finance | Cincinnati | MBA, MS | One-time planning fee, Hourly |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
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