Fee-Only Financial Advisors in Cincinnati, OH

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Cincinnati, OH area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Cincinnati, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Brian Tegtmeyer

CFP®

Truly Prosper Financial Planning LLC

West Chester, OH

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

Financial Life Planning for Individuals Over 50. For a flat fee, we provide retirement planning + investment management + tax planning. We have offices in Dayton, OH, and Dublin, OH, serving clients locally and across the country.

I can work with clients anywhere!

Robert Lemmons

CFP®, CPA, AIF®

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

I can work with clients anywhere!

Chris Hansen

CFP®

Personal Choice Financial Advisors

Cincinnati, OH

Specialties: Medical School Loans, Tax Planning, Investment Management, Retirement Income Planning, Benefits Analysis

Fee-Only Financial Planner serving the needs of physicians across the country.

I can work with clients anywhere!

Joel Musser

CFP®

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

I can work with clients anywhere!

Chad Lively

CFP®

Lively Financial

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Planning

Comprehensive financial planning with flexible fee options. Serving clients in the Cincinnati, OH area and across the country.

I can work with clients anywhere!

Danielle Seurkamp

MS, MPAS®, FBS®, CFP®

Well Spent Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Cash Flow and Saving Strategy, Retirement Income Planning, Tax Planning, Wealth Management, Building Financial Security, P&G Profit Sharing Distribution

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

I can work with clients anywhere!

Mike Kelly

CFP®, RLP®, CPC

Kelly Financial Planning, LLC

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning Strategies, Debt and Cash Flow Management, College Funding Advice, Estate Planning Recommendations, Insurance Review, Tax Planning

Serving Individuals, Families & Groups from all Walks of Life. Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio serving clients nationwide.

I can work with clients anywhere!

Kenneth Klabunde

MSFP, CFP®, CDFA®

Precedent Financial Strategies

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Tax Planning, Divorce Planning, Retirement Income Planning, Investment Management

Fee-Only Financial Planner serving families in the Indianapolis, IN and Cincinnati, OH areas.

I can work with clients anywhere!

David Wiedmeyer

CFP®, CPFA®

KLD Wealth Management

Lebanon, OH

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

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

I can work with clients anywhere!

David Wilder

CFP®, CTFA, MST, AIF®

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

I can work with clients anywhere!

Benjamin Dobler

CFP®, EA

Personal Choice Financial Advisors, LLC

Blue Ash, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Social Security Income Optimization, Long-term Care Planning, Health Insurance Planning, Charitable Giving

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

I can work with clients anywhere!

Neil Gartner

CFP®, MBA

Gartner Financial Advisors

Loveland, OH

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

Flat fee financial planner located in Loveland, OH, serving clients locally and nationally.

I can work with clients anywhere!

Robert Hansen

CFP®

Personal Choice Financial Advisors, LLC

Blue Ash, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Social Security Income Optimization, Long-term Care Planning, Health Insurance Planning, Charitable Giving

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

I can work with clients anywhere!

Joshua Styrcula

CIMA®, CFP®

Assurgent Wealth Management

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

I can work with clients anywhere!

Douglas Kinsey

CFP®, CIMA®, AIFA®

Artifex Financial Group

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments

Fee-Only Financial Advisor serving the state of Ohio.

I can work with clients anywhere!

Susan Pack

CPA/PFS, CFP®, CKA®

Pomeroy Financial Planning, LLC

Cincinnati, OH

Specialties: Financial Planning, Retirement Planning, Retirement Income Strategies, Tax Planning, Investment Review & Analysis, Estate Planning, Financial Organization, Cash Flow Planning

Helping clients define the best life possible since 1996

I can work with clients anywhere!

Eric Ross

CFP®

F2 Wealth

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning and Transitions, Financial Independence, Solo and Second-Act Entrepreneurs, Advanced Investment Management, Equity Compensation Planning, Estate Planning, Tax Planning and Preparation, Insurance Planning, Protecting Your Wealth, Growing Your Wealth

F2 Wealth is purpose built to unify your financial life. We serve to address all aspects of your financial life including life planning, retirement planning, advanced portfolio management, tax management, insurance planning, and estate planning.

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Cincinnati, OH

Steve Hengehold

CFP®

HCM Wealth Advisors

Cincinnati, OH

Rick Spillane

CPA, CFP®

Spillane Financial Planning, Inc.

Lebanon, OH

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    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

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