Fee-Only Financial Planners in Cleveland, 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 Cleveland, OH:

Donald Purtill

CPA, PFS, 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.

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

Carol Friedhoff

CFP®, EA, PMP, MS

Savvy Outcomes

Westlake, OH

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

Fee Only Financial Planner Located in Tucson, AZ and Westlake and Dublin, OH

Kenneth Robinson

JD, CFP®

Practical Financial Planning

Rocky River, OH

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

Holistic. Fiduciary. Fee-Only. Located in Rocky River, Ohio, serving clients locally and across the country

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.

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

Daniel Doyle

CFP®

Oak Park Wealth Management

Westlake, OH

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

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

Todd Pouliot

AIF®

Gateway Financial, LLC

Northfield, OH

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

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

Britta Koepf

CFP®, ChSNC®

Tranquil Path Financial Planning

Independence, 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.

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.

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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