# Financial advisors for tax planning in Columbus, Ohio > For tax planning in Columbus, 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 Joshua Gallogly of Milestones Financial, LLC, Bob Buehler of FirstTen Financial and Kimberly Wirtz of John E. Sestina and Company. Page: https://find.wellspent.co/specialties/tax-planning/ohio/columbus/ 49 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 tax planning in Columbus? For tax planning in Columbus, 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 Joshua Gallogly of Milestones Financial, LLC, Bob Buehler of FirstTen Financial and Kimberly Wirtz of John E. Sestina and Company. - [Joshua Gallogly](https://find.wellspent.co/advisors/joshua-gallogly/), Milestones Financial, LLC, Columbus City. Holds the EA and CFP. Fees on file: one-time planning fee, hourly. - [Bob Buehler](https://find.wellspent.co/advisors/bob-buehler/), FirstTen Financial, Columbus City. Holds the CPA. Fees on file: one-time planning fee. - [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. - [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. - [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 Smetzer](https://find.wellspent.co/advisors/adam-smetzer/), Sky Vision Wealth, Columbus City. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Columbus work on tax planning? The Wellspent public graph lists 49 fee-only advisors for tax planning in Columbus, at 17 firms. We counted every advisor record that lists this work, as of November 2026. ## How do fee-only advisors for tax planning in Columbus charge? The most common fee among fee-only advisors for tax planning in Columbus is a percentage of assets, used by 88% of the 49 with fees on file. Many use more than one: 71% charge fixed fees and 35% 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 EA, CPA and CFP. In Columbus, 47% of the 49 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (2% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (47% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Columbus advisors for tax planning compare with the rest of the US? 71% of fee-only advisors for tax planning in Columbus 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 Columbus? - 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 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 | | [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 | | [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 | | [Christopher Schumacher](https://find.wellspent.co/advisors/christopher-schumacher.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Isao Shoji](https://find.wellspent.co/advisors/isao-shoji.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [John Loveday](https://find.wellspent.co/advisors/john-loveday.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Roby](https://find.wellspent.co/advisors/jonathan-roby.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Meghan Mader](https://find.wellspent.co/advisors/meghan-mader.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Leary](https://find.wellspent.co/advisors/ryan-leary.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Hartings](https://find.wellspent.co/advisors/benjamin-hartings.md) | Trinity Financial Advisors | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [Geoffrey Biehn](https://find.wellspent.co/advisors/geoffrey-biehn.md) | Trinity Financial Advisors | Columbus, Ohio | CFP | Percentage of assets, Fixed fees | | [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 | | [Christopher Olsgard](https://find.wellspent.co/advisors/christopher-olsgard.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, 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 | | [Jason Eliason](https://find.wellspent.co/advisors/jason-eliason.md) | Waller Financial Planning Group | Columbus, Ohio | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [Jason Farris](https://find.wellspent.co/advisors/jason-farris.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Richardson](https://find.wellspent.co/advisors/joshua-richardson-6647459.md) | Peak Retirement Planning | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Katherine Kincaid](https://find.wellspent.co/advisors/katherine-kincaid.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, 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 | | [Scott Rendle](https://find.wellspent.co/advisors/scott-rendle.md) | Waller Financial Planning Group | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Joshua Shaffer](https://find.wellspent.co/advisors/joshua-shaffer.md) | Trinity Financial Advisors | Columbus, Ohio | CFA | Percentage of assets, Fixed fees | | [Stephen Jimenez](https://find.wellspent.co/advisors/stephen-jimenez.md) | Peerless Wealth | Columbus, Ohio | | Percentage of assets, Hourly | | [Alvin Asiamah](https://find.wellspent.co/advisors/alvin-asiamah.md) | asendo wealth | Columbus, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Blake Farmer](https://find.wellspent.co/advisors/blake-farmer.md) | asendo wealth | Columbus, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Garrett Thompson](https://find.wellspent.co/advisors/garrett-thompson.md) | Sky Vision Wealth | Columbus, Ohio | | Percentage of assets | | [Anthony Calvino](https://find.wellspent.co/advisors/anthony-calvino.md) | Trinity Financial Advisors | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Christen Biddlestone](https://find.wellspent.co/advisors/christen-biddlestone.md) | Trinity Financial Advisors | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Kristina Green](https://find.wellspent.co/advisors/kristina-green.md) | Trinity Financial Advisors | Columbus, Ohio | | Percentage of assets, Fixed fees | | [Perry Jeffries](https://find.wellspent.co/advisors/perry-jeffries.md) | Diamond Equity Advisors | Columbus, Ohio | | Ongoing planning fee | ## Related - [Estate planning in Columbus](https://find.wellspent.co/specialties/estate-planning/ohio/columbus.md) - [Retirement planning in Columbus](https://find.wellspent.co/specialties/retirement-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).