Fee-Only Financial Planners in Cincinnati, OH

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Cincinnati, OH:

Bruce Berno

CFP®

Berno Financial Management, Inc.

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Timothy Grout

CFP®, MBA

Clear Perspectives Financial Planning, LLC

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Douglas Kinsey

CFP®, CIMA®, AIF®A

Artifex Financial Group

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the state of Ohio.

Robert Lemmons

CFP®, CPA, AIF®, CEPA

Total Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide

Carol Hoffman

MBA, RFC, CFP®

Clear Perspectives Financial Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with clients cross the United States and many other countries globally.

David Wilder

CFP®, CTFA, MST, CEPA, AIF®

Total Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide

Danielle Seurkamp

MS, MPAS®, FBS®, CFP®

The Asset Advisory Group

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Chris Hansen

CFP®

Personal Choice Financial Advisors

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the needs of Procter & Gamble employees and retirees, and medical professionals across the country.

Susan Pack

CPA/PFS, CFP®, CKA

Pomeroy Financial Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Cincinnati, Columbus and West Central Ohio regions.

Chris Hansen

CFP®

Personal Choice Financial

Cincinnati, OH

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

Susan Pack

CPA/PFS, CFP®

Pomeroy Financial Planning, LLC

Cincinnati, OH

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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