Financial advisors for retirement planning in Columbus, Ohio

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.

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.

See every fee-only advisor fee in Ohio

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.

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?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. 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.