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 Columbus, 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 Columbus, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Josh Gallogly
CFP®, EA
Milestones Financial, LLC
Columbus, OH
Specialties: Tax Planning, Portfolio Analysis, Insurance Review and Recommendations, Estate Planning, Retirement Planning, Cash Flow and Goal Planning, Investment Recommendations, Income (Bond) Ladder Recommendations
Tax-efficient, "advice-only" retirement planning and investment recommendations for a fixed fee.
Lori Eisel
MS, CFP®, EA, CDFA®
Arcadia Financial Partners, LLC
Pickerington, OH
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management
Conflict free, fee-only, flat fee and hourly financial planning and investment advice. Located in Pickerington, OH. Serving clients locally and across the country.
Brian Tegtmeyer
CFP®
Truly Prosper Financial Planning LLC
Dublin, 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.
Adam Koos
CFP®, CMT®, CEPA
Libertas Wealth Management Group, Inc.
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located near Columbus, OH and serving clients across the country
Jim Davis
CFP®, EA
Partnership Financial LLC
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Chris Kimmet
CFP®, MBA
Steady Climb Financial Planning
Upper Arlington, OH
Specialties: Comprehensive Financial Planning, Reducing Taxes, Student Loan Management, Retirement Planning, Investment Management, Estate Planning, Insurance Guidance
Fee-Only financial planner serving Physicians, Busy Professionals, and Retirees. Located in Upper Arlington, Ohio serving clients locally and across the country
Phil Ratcliff
AIF®, CFP®, CLU®, ChFC®
rebel Financial
Groveport, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving the Columbus, OH area
David Evans
PhD
The Yard FC
Lewis Center, OH
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Risk Management, Tax Planning, Trust Analysis, Cash Flow Planning, Debt Management
Fee-Only financial planner located in Lewis Center, OH, serving clients locally and across the country
William Whitaker
CFP®, MSFS
Vawter Financial
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
VF has the depth of knowledge you are looking for with the service you expect. VF is a fee-only financial planning firm located in Columbus, OH, serving clients across the country. We charge a flat fee based on your individual complexity. Come see how we can improve your life!
Hayden Ludwig
CFP®
Valeo Financial Advisors
Columbus, OH
Specialties: Comprehensive Financial Planning, Stock Compensation Plans (RSUs, Stock Options, S-SARs, etc.), Real Estate Investments, Tax Planning, Estate Planning, Retirement Planning, Insurance & Risk Management
Fee-Only financial planner located in Carmel, IN, serving clients locally and across the country
Kristen Moosmiller
CFP®, EA
NorthAvenue Financial Advocates
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
NorthAvenue is a multi-advisor, woman-owned, fee-only financial planning company located in Columbus, OH, serving clients locally and across the country. For one transparent fee they provide a holistic one-stop-shop, focusing on investments, tax planning, & preparation.
Richard Caw
CFP®
Better Money Decisions
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Cash Flow Management, Estate Planning, Tax Planning, Insurance & Annuities
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Melody Brady
CFP®, ChFC®
Beechmont Financial
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbus, OH helping individuals and families live their best lives now, and in retirement.
Erik Baskin
CFP®, 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 serving clients locally and across the country with comprehensive financial planning and investment management.
Shawn Ballinger
CFP®
Columbus Street Financial Planning, LLC
Dublin, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Planning, College Funding, Wealth Transfer, Philathropic Planning
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country.
Nick Marino
CFP®, ChFC®, EA
Breakaway Wealth Planning
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Ryan J. Weiser
CFP®, ChFC®, CLU®, CDFA®, CASL®
Weiser Financial Planning LLC
Lewis Center, OH
Specialties: Retirement Distribution/Income Planning, Financial/Life Coaching, Cash Flow Planning, Risk Management, Tax Planning, Social Security Optimization, Pension Maximization, Estate Planning
Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.
Chandler Fugate-Laus
CFP®
Moneyfluent
Columbus, OH
Specialties: Comprehensive Financial Planning, Cash Flow Structure, Investment Advice, Long-Term Retirement Planning, Short & Mid-Term Goals Planning, Financial Wellness
Moneyfluent is a purpose-driven, AAPI woman-owned, virtual financial planning firm. We are fee-only, flat-fee, & advice-only.
Matthew J. Daniel
CFA®, CFP®
Columbus Wealth Management
Columbus, OH
Specialties: Portfolio Management, Comprehensive Financial Planning, Business Planning, Tax Planning, Cash Flow and Retirement Income Planning, Estate Planning, Insurance Planning
Fee-Only financial advisor located in Columbus, OH, meeting virtually with clients nationwide and available in person to local clients.
Teri R. Alexander
CFP®, MSFP, CeFT®, AIF®
Alexander Financial Planning, Inc.
Grandview Heights, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Living your version of your Best Life
Milton Fullen
CFP®, CPA, ChFC®, CLU®, CASL®
Fullen Financial Group, Inc.
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Douglas Kinsey
CFP®, CIMA®, AIFA®
Artifex Financial Group
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments
Fee-Only Financial Advisor serving the state of Ohio.
Refine Your Search
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)
