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
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 a flat fee they provide a holistic one-stop-shop, focusing on investments, tax planning, & preparation.
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
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
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
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.
Shawn Ballinger
CFP®
Columbus Street Financial Planning, LLC
Dublin, 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, Student Loan Management, Tax Planning, Investment Management, Retirement Planning, Estate Planning
Fee-Only financial planner serving Physicians and Young Professionals. Located in Upper Arlington, Ohio serving clients locally and across the country
Carol Friedhoff
CFP®, EA, PMP, MS
Savvy Outcomes
Dublin, 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
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.
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
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.
Matthew J. Daniel
CFA®, CFP®
Columbus Wealth Management
Columbus, OH
Specialties: Comprehensive Financial Planning, Cash Flow and Retirement Income Planning, Portfolio Management, Tax Planning, Insurance Planning, Estate Planning
Fee-Only financial planner located in Columbus, 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!
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.
Ryan J. Weiser
CFP®, ChFC®, CLU®, CDFA®, CASL®
Weiser Financial Planning LLC
Lewis Center, OH
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Social Security Optimization, Pension Maximization,
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.
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
Erik Baskin
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 for a flat, transparent fee.
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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)
