# Financial advisors for tax planning in Cincinnati, Ohio > For tax planning in Cincinnati, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Susan Pack of Pomeroy Financial Planning, LLC, Eric Ross of F2 Wealth and Andrew Damcevski of AJD Wealth Management. Page: https://find.wellspent.co/specialties/tax-planning/ohio/cincinnati/ 57 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Cincinnati? For tax planning in Cincinnati, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Susan Pack of Pomeroy Financial Planning, LLC, Eric Ross of F2 Wealth and Andrew Damcevski of AJD Wealth Management. - [Susan Pack](https://find.wellspent.co/advisors/susan-pack/), Pomeroy Financial Planning, LLC, Cincinnati City. Holds the CPA and CFP. Fees on file: hourly, fixed fees. - [Eric Ross](https://find.wellspent.co/advisors/eric-ross/), F2 Wealth, Cincinnati City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski/), AJD Wealth Management, Cincinnati City. Holds the CFP. Fees on file: percentage of assets. - [Chris Ward](https://find.wellspent.co/advisors/chris-ward/), EntryPoint Wealth Management, Cincinnati City. Holds the CFP. Fees on file: percentage of assets, hourly. - [James Dunphy](https://find.wellspent.co/advisors/james-dunphy/), Dunphy Wealth Management, Cincinnati City. Holds the CFP. Fees on file: percentage of assets. - [Sara Young](https://find.wellspent.co/advisors/sara-young/), Live and Give Financial LLC, Cincinnati City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. ## How many fee-only financial advisors in Cincinnati work on tax planning? The Wellspent public graph lists 57 fee-only advisors for tax planning in Cincinnati, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Cincinnati charge? The most common fee among fee-only advisors for tax planning in Cincinnati is a percentage of assets, used by 96% of the 57 with fees on file. Many use more than one: 74% charge fixed fees and 26% 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 tax planning have? For tax planning, look for the CPA and CFP. In Cincinnati, 54% of the 57 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (54% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Cincinnati advisors for tax planning compare with the rest of the US? 74% of fee-only advisors for tax planning in Cincinnati charge fixed fees, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 about tax planning in Cincinnati? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for tax planning in Cincinnati? 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 | |---|---|---|---|---| | [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer | | [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski.md) | AJD Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [Chris Ward](https://find.wellspent.co/advisors/chris-ward.md) | EntryPoint Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Susan Pack](https://find.wellspent.co/advisors/susan-pack.md) | Pomeroy Financial Planning, LLC | Cincinnati, Ohio | CFP, CKA, CPA/PFS, CPA, PFS | Hourly, Fixed fees | | [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Loftus](https://find.wellspent.co/advisors/eric-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Smith](https://find.wellspent.co/advisors/erik-smith.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Feather](https://find.wellspent.co/advisors/robert-feather.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Thomas Cooney](https://find.wellspent.co/advisors/thomas-cooney.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Curti](https://find.wellspent.co/advisors/thomas-curti.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Schiller](https://find.wellspent.co/advisors/thomas-schiller.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Weaver](https://find.wellspent.co/advisors/anthony-weaver.md) | THOR Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Christopher Cook](https://find.wellspent.co/advisors/christopher-cook-5714816.md) | McCarley & Cook | Cincinnati, Ohio | CFP | Percentage of assets, Hourly | | [Gregory Middendorf](https://find.wellspent.co/advisors/gregory-middendorf.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Jake Butcher](https://find.wellspent.co/advisors/jake-butcher.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Dunphy](https://find.wellspent.co/advisors/james-dunphy.md) | Dunphy Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets | | [James Eutsler](https://find.wellspent.co/advisors/james-eutsler.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [John Smith](https://find.wellspent.co/advisors/john-smith-5924083.md) | Ten Talents Asset Management | Cincinnati, Ohio | CFA | Percentage of assets | | [Matthew Calme](https://find.wellspent.co/advisors/matthew-calme.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Steven Hengehold](https://find.wellspent.co/advisors/steven-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Molnar](https://find.wellspent.co/advisors/andrew-molnar.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Andrew Woodard](https://find.wellspent.co/advisors/andrew-woodard.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Daniel Larson](https://find.wellspent.co/advisors/daniel-larson.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Oliger](https://find.wellspent.co/advisors/james-oliger.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [James Stechschulte](https://find.wellspent.co/advisors/james-stechschulte.md) | THOR Wealth Management | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Jenny Burns](https://find.wellspent.co/advisors/jenny-burns.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Luke Nordman](https://find.wellspent.co/advisors/luke-nordman.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Mark Bates](https://find.wellspent.co/advisors/mark-bates.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Megan Hammann](https://find.wellspent.co/advisors/megan-hammann.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Michael Riney](https://find.wellspent.co/advisors/michael-riney.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Stephen King](https://find.wellspent.co/advisors/stephen-king.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [W. Kern](https://find.wellspent.co/advisors/w-kern.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Wade Daniel](https://find.wellspent.co/advisors/wade-daniel.md) | Wealthquest | Cincinnati, Ohio | CFP | Percentage of assets, Fixed fees | | [Andrew Jung](https://find.wellspent.co/advisors/andrew-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Brendan Koors](https://find.wellspent.co/advisors/brendan-koors.md) | Athyra Financial Partners | Cincinnati, Ohio | | Percentage of assets, Ongoing planning fee | | [Daniel Vogelpohl](https://find.wellspent.co/advisors/daniel-vogelpohl.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Douglas Johnson](https://find.wellspent.co/advisors/douglas-johnson.md) | HCM Wealth Advisors | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | | [Matthew Antenucci](https://find.wellspent.co/advisors/matthew-antenucci.md) | McCarley & Cook | Cincinnati, Ohio | CFA | Percentage of assets, Hourly | | [Matthew Swendiman](https://find.wellspent.co/advisors/matthew-swendiman.md) | Crew Capital | Cincinnati, Ohio | ChFC, CFA | Percentage of assets | | [Michael Hengehold](https://find.wellspent.co/advisors/michael-hengehold.md) | HCM Wealth Advisors | Cincinnati, Ohio | PFS | Percentage of assets, Fixed fees | | [Peter Baden](https://find.wellspent.co/advisors/peter-baden.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Robert Jung](https://find.wellspent.co/advisors/robert-jung.md) | Crew Capital | Cincinnati, Ohio | CFA | Percentage of assets | | [Sean Paddock](https://find.wellspent.co/advisors/sean-paddock.md) | Wealth Dimensions Group | Cincinnati, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Timothy Schwiebert](https://find.wellspent.co/advisors/timothy-schwiebert.md) | Topsail Wealth Management | Cincinnati, Ohio | | Percentage of assets | | [Allisha Curtis](https://find.wellspent.co/advisors/allisha-curtis.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Gregory Luke](https://find.wellspent.co/advisors/gregory-luke.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [James Gore](https://find.wellspent.co/advisors/james-gore.md) | THOR Wealth Management | Cincinnati, Ohio | | Percentage of assets, Fixed fees | | [Luke Leong](https://find.wellspent.co/advisors/luke-leong.md) | Wealthquest | Cincinnati, Ohio | CFA | Percentage of assets, Fixed fees | Showing the first 50 of 57. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/ohio/cincinnati/?page=2 ## Related - [Estate planning in Cincinnati](https://find.wellspent.co/specialties/estate-planning/ohio/cincinnati.md) - [Retirement planning in Cincinnati](https://find.wellspent.co/specialties/retirement-planning/ohio/cincinnati.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).