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:

Douglas Kinsey

CFP®, CIMA®, AIF®A

Artifex Financial Group

Cleveland, OH

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

Fee-Only Financial Advisor serving the state of Ohio.

Brent Dickerson

CFP® EA

Trinity Wealth Management

Cleveland, OH

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

Fee-Only Financial Planner Based in northeast Ohio and Serving Clients Throughout the Region. We also Serve Clients in Lubbock, Texas and the West Texas Region.

Michael Brady

CFP®, MBA

Michael Brady & Co., LLC

Cleveland, OH

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

Fee-Only Financial Advisor serving Northeast Ohio

Matthew Kircher

Fairpoint Wealth Management

Cleveland, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Employee Benefits Optimization, Tax Planning, College Education Planning, 401(k) / IRA Guidance

Fee-Only Financial Planner located in Cleveland, OH and serving clients locally and throughout Northeast Ohio.

Kenneth Robinson

Practical Financial Planning

Cleveland, OH

Ian Murphy

Sona Financial Planning

Cleveland, OH

Leah Hadley

CDFA®, MAFF

Great Lakes Investment Mgmt

Cleveland, OH

  • 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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser