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
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
Teri R. Alexander
CFP®, MSFP, CeFT®, AIF®
Alexander Financial Planning, Inc.
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Transition Planning
As your guide, we offer our extensive experience to help you strategize and choose wisely in your ongoing financial journey.
Brian Becker
CFP®
Chapters To Wealth
Columbus, OH
Specialties: Comprehensive Financial Planning, Life Planning, Investment Strategy and Planning, Strategic Tax Planning, Cash Flow Planning, Employment Compensation and Benefits, Risk Management and Insurance Planning, Estate and Legacy Planning
Chapters to Wealth is a fee-only financial planning firm serving families, mid-career professionals, business owners, & DIY investors. We charge a FLAT fee, not a % of assets. Located in Columbus, OH, serving clients locally and across the country.
Melanie Taylor
CFP®, ECA
Brooklyn Fi
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.
Chandler Fugate-Laus
CFP®
Moneyfluent
Columbus, OH
Specialties: Comprehensive Financial Planning, Cash Flow Structure, Investment Advice, Short & Mid-Term Goals Planning, Retirement Planning, Financial Wellness, Rent or Buy a Home, Student Loans, Life Transitions
I help Millennials secure their financial future in 6 months, start-to-finish. Count on me as your expert resource as we launch your financial success together!
Josh Gallogly
CFP®, EA
Milestones Financial
Columbus, OH
Specialties: Tax Planning, Portfolio Analysis, Insurance Review and Recommendations, Estate Planning, Retirement Planning, Cash Flow and Goal Planning, Investment Recommendations, Retirement Income Recommendations
Keep your investments. Pay only for advice. Zero ongoing fees. Location independent.
Richard Caw
CFP®
EP Wealth Advisors
Columbus, OH
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Matthew Oberdorfer
IAR, CMFA
Oberdorfer Financial
Gahanna, OH
Specialties: Put Your Money on a Mission, Financial Planning, Investment Management, Real Estate Consulting, Business Consulting, Grow Your Worth, Slay Debt & Taxes, Financial Independence, Retirement Income Planning
Investment strategies, portfolios with objectives, financial action plans, specialty advice, plus 401(k)s for owners — all tightly integrated to put your money on a mission.
Matthew J. Daniel
CFA®, CFP®
Columbus Wealth Management
Dublin, 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.
Tim Baker
CFP®, RICP®, RLP®, CBDA
YFP Wealth
New Albany, OH
Specialties: Comprehensive Financial Planning, Investment Management, Tax Prep & Planning, College Education Planning, Retirement Income, Life Planning, Insurance Analysis, Estate Planning
We’re a fee-only financial planning firm dedicated to serving pharmacists who want something better than the status quo.
James Blue
CFP®
Blue Advisors
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Funding Advice, Tax Planning, Estate Planning & Trust Coordination, Risk Management & Insurance Review, Employee Benefit Optimization
Blue Advisors is a boutique, fee-only firm offering personalized financial planning and investment management. We help you stay organized, simplify your finances, and build long-term confidence with clear, practical guidance.
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.
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.
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.
Jim Davis
CFP®, EA
Partnership Financial LLC
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Exceptional Service, Every Client Proudly serving businesses, individuals & families since 1996.
Emily DeBlase
MS, CHFC®, CRPS™
Organic Wealth
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Planning (Life, Disability, Long Term Care & Home/Auto)
Straightforward, honest, financial advice centered on your needs, not sales. Serving clients locally in Columbus, OH and across the country virtually.
Nick George
CFP®, ChFC®, CLU®, IWA
ClearMind Capital
Columbus, OH
Specialties: Full Scope Financial Planning (Investments, Insurance, Taxes, etc.), Retirement Income Planning, Investment Management, Tax Planning & Optimization, Social Security & Medicare Review
Clarity for the life you're building. We help you feel confident about life's biggest financial decisions — independent, fee-only advice for individuals, families, and the businesses that employ them.
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!
Bob Buehler
CPA, ChFC®
FirstTen Financial
Columbus, OH
Specialties: Retirement Income Planning, Tax Planning, Social Security Claiming Strategies, Roth Conversions, Investment Allocation, Withdrawal Planning
Flat-fee financial planner helping new retirees address their unique challenges.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
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
Derrick Schuler
CFP®
Schuler Wealth Planning
Powell, OH
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Social Security and Pension Planning, Cash Flow Planning, Estate and Inheritance Planning, Insurance and Risk Planning
Fiduciary, Fixed Fee-Only or Advice-Only Plans Tailored for Pre-Retirees and Retirees in Columbus, OH.
Shawn Ballinger
CFP®
Columbus Street Wealth Management, LLC
Dublin, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Planning, College Funding, Wealth Transfer, Philathropic Planning
Fee-Only and flat fee wealth advisor located in Columbus, OH, serving clients locally and across the country.
Brian Tegtmeyer
CFP®
Truly Prosper Financial Planning
Dublin, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Tax-Smart Retirement Planning for New Retirees | Flat-Fee Fiduciary in Dublin, OH
Mark Bowes
CFP®, EA
Partnership Financial LLC
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Equity Compensation, Charitable Giving Strategies
Exceptional Service, Every Client Proudly serving businesses, individuals & families since 1996.
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)
