Financial advisors for tax planning in Cleveland, Ohio

Which financial advisor should I talk to about tax planning in Cleveland?

For tax planning in Cleveland, 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 Kathryn Madzsar of Wellspring Family Office, Douglas Ambrose of Journey Wealth and Stephanie Sandle of Bluestone Private Wealth.

How many fee-only financial advisors in Cleveland work on tax planning?

The Wellspent public graph lists 27 fee-only advisors for tax planning in Cleveland, at 4 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for tax planning in Cleveland charge?

The most common fee among fee-only advisors for tax planning in Cleveland is a percentage of assets, used by 100% of the 27 with fees on file. Many use more than one: 93% charge fixed fees and 4% 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 tax planning have?

For tax planning, look for the CFP. In Cleveland, 48% of the 27 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 about tax planning in Cleveland?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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 Cleveland?

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.