# Financial advisors for retirement planning in Columbus, Ohio > For retirement planning in Columbus, 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 Joshua Gallogly of Milestones Financial, LLC, Nathan Swab of Alexander Financial Planning, Inc. and Dean Schuler of Schuler Wealth Planning LLC. Page: https://find.wellspent.co/specialties/retirement-planning/ohio/columbus/ 35 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about retirement planning in Columbus? For retirement planning in Columbus, 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 Joshua Gallogly of Milestones Financial, LLC, Nathan Swab of Alexander Financial Planning, Inc. and Dean Schuler of Schuler Wealth Planning LLC. - [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly/), Milestones Financial, LLC, Columbus City. Holds the CFP and EA. Fees on file: one-time planning fee, hourly. - [Nathan Swab](https://find.wellspent.co/advisors/nathan-swab/), Alexander Financial Planning, Inc., Columbus City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler/), Schuler Wealth Planning LLC, Columbus City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Adam Koos](https://find.wellspent.co/advisors/adam-koos/), Libertas Wealth Management Group Inc, Columbus City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Kimberly Wirtz](https://find.wellspent.co/advisors/kimberly-wirtz/), John E. Sestina and Company, Columbus City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Bob Buehler](https://find.wellspent.co/advisors/bob-buehler/), FirstTen Financial, Columbus City. Holds the CPA. Fees on file: one-time planning fee. ## How many fee-only financial advisors in Columbus work on retirement planning? The Wellspent public graph lists 35 fee-only advisors for retirement planning in Columbus, at 19 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for retirement planning in Columbus charge? The most common fee among fee-only advisors for retirement planning in Columbus is a percentage of assets, used by 74% of the 35 with fees on file. Many use more than one: 49% charge fixed fees and 20% charge a one-time planning fee. ## 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 Columbus, 40% of the 35 advisors listed hold the CFP. - CFP (40% of advisors listed): The CFP covers income, tax, insurance, and estate decisions together. - EA (3% of advisors listed): Enrolled agents help with Roth conversions and withdrawal order. - CPA (3% of advisors listed): CPAs help with the tax side of withdrawals. ## How do Columbus advisors for retirement planning compare with the rest of the US? 74% of fee-only advisors for retirement planning in Columbus charge a percentage of assets, compared with 87% of the 7,304 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 retirement planning in Columbus? - 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 Columbus? 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 | |---|---|---|---|---| | [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly.md) | Milestones Financial, LLC | Columbus, Ohio | CFP, EA | One-time planning fee, Hourly | | [Adam Koos](https://find.wellspent.co/advisors/adam-koos.md) | Libertas Wealth Management Group Inc | Columbus, Ohio | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer | | [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 | | [Kimberly Wirtz](https://find.wellspent.co/advisors/kimberly-wirtz.md) | John E. Sestina and Company | Columbus, Ohio | CFP | Percentage of assets, Ongoing planning fee | | [Nathan Swab](https://find.wellspent.co/advisors/nathan-swab.md) | Alexander Financial Planning, Inc. | Columbus, Ohio | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee | | [James Davis](https://find.wellspent.co/advisors/james-davis.md) | Partnership Financial LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Kristen Moosmiller](https://find.wellspent.co/advisors/kristen-moosmiller.md) | NorthAvenue Financial Advocates | Columbus, Ohio | CFP, MSPFP | Fixed fees | | [William Whitaker](https://find.wellspent.co/advisors/william-whitaker.md) | Vawter Financial | Columbus, Ohio | CFP, MS | Percentage of assets, Hourly, Fixed fees | | [Chris Kimmet](https://find.wellspent.co/advisors/chris-kimmet.md) | Aptus Financial | Columbus, Ohio | CFP | Subscription, One-time planning fee | | [Bob Buehler](https://find.wellspent.co/advisors/bob-buehler.md) | FirstTen Financial | Columbus, Ohio | CPA, ChFC | One-time planning fee | | [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 | | [James Rice](https://find.wellspent.co/advisors/james-rice.md) | Capital Asset Management | Columbus, Ohio | CFP, ChFC | Percentage of assets | | [Adam Smetzer](https://find.wellspent.co/advisors/adam-smetzer.md) | Sky Vision Wealth | Columbus, Ohio | CFP | Percentage of assets | | [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 | | [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 | | [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 | | [Terrie Austin](https://find.wellspent.co/advisors/terrie-austin.md) | Milestone Wealth Strategies | Columbus, Ohio | CFP | Percentage of assets, Hourly | | [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 | | [Christopher Fry](https://find.wellspent.co/advisors/christopher-fry.md) | Capital Asset Management | Columbus, Ohio | | Percentage of assets | | [Emily DeBlase](https://find.wellspent.co/advisors/emily-deblase.md) | Organic Wealth | Columbus, Ohio | ChFC | Ongoing planning fee, One-time planning fee | | [Erik Thompson](https://find.wellspent.co/advisors/erik-thompson.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Stephen Jimenez](https://find.wellspent.co/advisors/stephen-jimenez.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Garrett Thompson](https://find.wellspent.co/advisors/garrett-thompson.md) | Sky Vision Wealth | Columbus, Ohio | | Percentage of assets | | [Perry Jeffries](https://find.wellspent.co/advisors/perry-jeffries.md) | Diamond Equity Advisors | Columbus, Ohio | | Ongoing planning fee | | [Stanley Edgell](https://find.wellspent.co/advisors/stanley-edgell.md) | Strategic Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | ## Related - [Tax planning in Columbus](https://find.wellspent.co/specialties/tax-planning/ohio/columbus.md) - [Estate planning in Columbus](https://find.wellspent.co/specialties/estate-planning/ohio/columbus.md) - [Retirees in Columbus](https://find.wellspent.co/audiences/retirees/ohio/columbus.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).