Fee-Only Financial Advisors in Cleveland, 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 Cleveland, 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 Cleveland, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Douglas Kinsey

CFP®, CIMA®, AIFA®

Artifex Financial Group

Cleveland, 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!

Britta Koepf

CFP®, ChSNC®

Tranquil Path Financial Planning

Cleveland, OH

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

Fee-Only financial planner in Cleveland, OH serving clients locally and across the country.

I can work with clients anywhere!

Todd Pouliot

AIF®

Gateway Financial, LLC

Northfield, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, TSP and FERS Planning

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

I can work with clients anywhere!

Leah Hadley

AFC®, CDFA®

Great Lakes Investment Mgmt

Cleveland, OH

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners

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

I can work with clients anywhere!

Janice Cackowski

CFP®

Centry Financial Advisors, LLC

Willoughby, OH

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

Fee-Only financial planner located in Willoughby, Ohio, serving clients virtually or in-person, both locally and across the country.

I can work with clients anywhere!

Kenneth Robinson

JD, CFP®

Practical Financial Planning

Rocky River, OH

Fiduciary. Fee-only. Holistic. Because investments alone aren't enough.™

I can work with clients anywhere!

Michael Kelley

CFP®

Cornerstone Wealth Management

Westlake, OH

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

A Fee-Only financial planning firm located in Westlake, OH, specialized in offering ongoing advice to help you worry less about money & get back to living your life

I can work with clients anywhere!

Tyler Koepf

JD, CPA*

M. Thomas Capital Management

Chagrin Falls, OH

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

Fee-Only financial planner, Lawyer and Certified Public Accountant, located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country

I can work with clients anywhere!

Michael Brady

CFP®, MBA

Michael Brady & Co., LLC

Westlake, OH

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

Fee-Only Financial Advisor serving Northeast Ohio

I can work with clients anywhere!

Donald Purtill

CPA, PFS, CGMA, MBA

Purtill Financial LLC

Highland Heights, OH

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

Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area. Also serving Southwest Florida.

Dylan Grubb

Gateway Financial, LLC

Northfield, OH

Michael Purtill

CFP®

Purtill Financial LLC

Highland Heights, 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

    Get Your Checklist

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