Financial advisors for small business owners in Ohio

Which financial advisor should I talk to as a small business owner in Ohio?

For small business owners in Ohio, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Debbie Price of Price Planning, LLC, Rick Spillane of Spillane Financial Planning, Inc. and John Payne of Birchcreek Wealth Management.

How many fee-only financial advisors in Ohio work with small business owners?

The Wellspent public graph lists 95 fee-only advisors for small business owners in Ohio, at 45 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for small business owners in Ohio charge?

The most common fee among fee-only advisors for small business owners in Ohio is a percentage of assets, used by 93% of the 95 with fees on file. Many use more than one: 63% charge fixed fees and 40% 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 small business owners have?

For small business owners, look for the CPA and CFP. In Ohio, 53% of the 95 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 small business owner in Ohio?

1. Which retirement plan would you set up for my business, and why?
2. How would you set my salary against distributions?
3. How much of my net worth should stay in the business?
4. How do you plan for an eventual sale or succession?
5. How do you account for local income tax where I live and work?

How current is this list of fee-only advisors for small business owners 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.