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:

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

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

Deb Thocker

CRPC®, NSSA®

Clear Perspectives Financial 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, serving clients locally and across the country

Rob Bartlett

CFP®

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

I can work with clients anywhere!

Chris Hansen

CFP®

Personal Choice Financial Advisors

Cincinnati, OH

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

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

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

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, Investment Management, Estate Planning, Financial Organization, Cash Flow Planning

Helping clients define the best life possible since 1996

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Cincinnati, OH

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Carol A. Hoffman

MBA, CFP®

Clear Perspectives Financial Planning

Cincinnati, OH

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

Fee-Only Financial Planner with clients aross the United States and many other countries. We can work with you in any location!

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.

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

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.

Allen A. Osgood

CFP®, MBA

Financial Freedom

Cincinnati, OH

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

David Wilder

CFP®, CTFA, MST, AIF®, CEPA

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.

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.

Erik Baskin

MBA

Baskin Financial Planning

Sugarcreek Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Risk Management, Cash Flow and Debt Planning

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

Chip Workman

The Asset Advisory Group, Inc.

Cincinnati, OH

John Ritter

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Lucas Hail

Foster & Motley, Inc.

Cincinnati, OH

Orlando Sonza

Pursuit Financial, LLC

Cincinnati, OH

Robert Carroll

Carnegie Investment Counsel

Cincinnati, OH

David Nienaber

Foster & Motley, Inc.

Cincinnati, OH

Zach Binzer

Foster & Motley, Inc.

Cincinnati, OH

Nathan Johnson

Truepoint Wealth Counsel

Cincinnati, OH

Michele Daniher

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Jeffrey Daniher

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Tony Luckhardt

Foster & Motley, Inc.

Cincinnati, OH

Steve Hengehold

CFP®

HCM Wealth Advisors

Cincinnati, OH

Robert Grossheim

Family Wealth Advisory Group

Cincinnati, OH

Danya Karram

CFP®, CFDS

Brilliant Advice

Cincinnati, OH

Jeannette Jones

The Asset Advisory Group, Inc.

Cincinnati, OH

Mike Kelly

CFP®

Kelly Financial Planning, LLC

Cincinnati, OH

Guy Clanton

Truepoint Wealth Counsel

Cincinnati, OH

Ronda Koehler

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Zachary Horn

Foster & Motley, Inc.

Cincinnati, 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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