Fee-Only Financial Advisors in Ohio

Intentional Wealth Partners

Cleveland, OH

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners

At Intentional Wealth Partners, we’re not just financial advisors. We’re the people who help you think things through, talk things out, and stay steady when life gets complicated.

Truly Prosper Financial Planning

Beavercreek, 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

F2 Wealth

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning and Transitions, Financial Independence, Solo and Second-Act Entrepreneurs, Advanced Investment Management, Equity Compensation Planning, Estate Planning, Tax Planning and Preparation, Insurance Planning, Protecting Your Wealth, Growing Your Wealth

F2 Wealth is purpose built to unify your financial life. We serve to address all aspects of your financial life including life planning, retirement planning, advanced portfolio management, tax management, insurance planning, and estate planning.

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.

Personal Financial Advisors, Inc.

Pickerington, OH

Specialties: Comprehensive Financial Planning

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

Wrought Iron Financial LLC

Canal Fulton, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Prudent Investment Management, Tax Planning, Insurance Planning, Estate Planning, Corporate 401(k) Advice, Federal Retirement Benefits

Independent, Fee-Only financial planner located in Canal Fulton, OH, supporting hard-working men and their families. Whether you need to establish a new foundation or engineer your final masterpiece, we will help you forge a better financial future.

M. Thomas Capital Management

Chagrin Falls, OH

Specialties: Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner, Lawyer and Certified Public Accountant, located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country

Alaminos Wealth Planning

Dublin, OH

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

Fee-only Financial planning and investment management for busy professionals who want clarity and control without the overwhelm. Located in Dublin, OH, serving clients virtually across the country.

Lively Financial

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Planning, Tax Preparation

Comprehensive financial planning with flexible fee options. Serving clients in the Cincinnati, OH area and across the country.

Lynch Financial Group LLC

Dublin, OH

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

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

Artifex Financial Group

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments

Fee-Only Financial Advisor serving the state of Ohio.

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.

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.

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.

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

Hyland Financial Planning

Green, OH

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Retirement Distribution Strategies

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

Birchcreek Wealth Management

Miami Township, OH

Specialties: Comprehensive Financial Planning, Preparing for retirement , Investment Management, Selling a business , Saving toward education for children or grandchildren , Inheriting family assets , Caring for aging parents , Going through a family transition such as birth, marriage, or divorce

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

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.

EntryPoint Wealth Management

Cincinnati, OH

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

EntryPoint Wealth Management was created to help individuals achieve more success in their Life and Financial Matters.

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.

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!

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.

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!

CooksonPeirce Wealth Management

Akron, OH

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

Your Experienced Investment Management Team - Hands-on planning & portfolios built for humans, by humans.

Firefly Wealth Management, LLC

Cleveland, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Value-based Investing, Estate Planning, Charitable Giving, Tax Planning, College Education Planning

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

Cornerstone Wealth Management

Westlake, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 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

Live and Give Financial

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategies, Charitable Giving Planning, Student Loan Repayment Planning, College Education Planning, Tax Planning, Insurance Analysis

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

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.

Epic Financial

Hudson, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning

Fee-Only Financial Planner located in Hudson, OH and serving the entire northeast Ohio region and clients across the country

Forward Thinking Wealth Management

Akron, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investing

Flat-Fee Financial and Tax Planning for High-Stress Physicians

Your Story Financial, LLC

Dayton, OH

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

We are a fee-only financial planning firm that believes in educating and advising women and STEM professionals to empower themselves financially.

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

Kelly Financial Planning, LLC

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning Strategies, Debt and Cash Flow Management, College Funding Advice, Estate Planning Recommendations, Insurance Review, Tax Planning

Kelly Financial Planning is a fee-only and fiduciary financial planning firm serving individuals, families, and groups from all walks of life. Located in Cincinnati, Ohio, serving clients locally and across the country.

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.

Ruiz Financial Group, LLC

Toledo, OH

Specialties: Coordinated Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk Management, Professional and Personal Transitions

Ruiz Financial Group, led by Anthony Ruiz, CFP®, CPWA®, is a fee-only fiduciary advisor in Toledo, OH, serving business owners, healthcare professionals, and retirees near Toledo and Ann Arbor, MI, plus remote clients.

Personal Choice Financial Advisors

Cincinnati, OH

Specialties: Medical School Loans, Tax Planning, Investment Management, Retirement Income Planning, Benefits Analysis

Fee-Only Financial Planner serving the needs of physicians across the country.

Demland Wealth LLC

Defiance, OH

Specialties: Tax Efficient Retirement Planning, Investment Management, Charitable Giving, Tax Planning, Biblically Responsible Investing

Flat-fee retirement, tax, and charitable giving planning for Christians with $1M+ — helping families retire well and give generously, virtually nationwide.

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

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

Western Reserve Capital Management

Akron, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Insurance Analysis, Tax Planning, Estate Planning Coordination

Retirement Planning For Individuals and Families. Offices throughout Ohio, and serving clients across the country.

Gartner Financial Advisors

Mason, OH

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

Flat fee financial planner located in Mason, OH, serving clients locally and nationally.

JGR Financial Solutions, LLC

Canton, OH

Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Insurance Planning, Investment Management

When approaching retirement, it’s natural to wonder if you’ve saved enough to enjoy it all. We help you answer that question by building and implementing a retirement roadmap that confidently carries you to and through the retirement of your dreams.

Credent Wealth Management

Cincinnati, OH

Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

Well Spent Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Cash Flow and Saving Strategy, Retirement Income Planning, Tax Planning, Wealth Management, Building Financial Security, P&G Profit Sharing Distribution

Fee-Only Financial Advisor in Cincinnati serving independent women and successful families.

Assurgent Wealth Management

Cincinnati, OH

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

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

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.

TTG Financial Inc

Canton, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, 401k Administration

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

Bollin Wealth Management LLC

Perrysburg, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management, Estate and Legacy Planning

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

Western Reserve Capital Management

Hudson, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Insurance Analysis, Tax Planning, Estate Planning Coordination

Retirement Planning For Individuals and Families. Offices throughout Ohio, and serving clients across the country.

Gateway Financial, LLC

Northfield, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, TSP and FERS Planning

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

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.

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.

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.

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.

SAX Wealth Advisors

Rocky River, OH

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Prelude Financial, LLC

Wadsworth, OH

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

Fee-Only Financial Planner located in Wadsworth, OH (Akron area) and serving clients across the country

KLD Wealth Management

Lebanon, OH

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

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

Aspire Capital Management, LLC

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Strategy Optimization, Estate and Legacy Planning

Fee-Only Financial planner helping you make smart decisions around retirement income, taxes, investments, and the transition into retirement—so you can feel more secure and focus on what matters most.

Pomeroy Financial Planning, LLC

Cincinnati, OH

Specialties: Financial Planning, Retirement Planning, Retirement Income Strategies, Tax Planning, Investment Review & Analysis, Estate Planning, Financial Organization, Cash Flow Planning

Helping clients define the best life possible since 1996

Valeo Financial Advisors

Ottawa, OH

Specialties: Minimizing Taxes, Diversifying Concentrated Stock, Investing in Real Estate, Selling a business tax-efficiently, Planning for Retirement, Minimizing Taxes, Insurance & Risk Management, Estate Planning

Fee-only financial planner located in northwest Ohio serving clients locally and across the country.

Michael Brady & Co., LLC

Westlake, OH

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

Fee-Only Financial Planner serving the greater Cleveland area.

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.

Porter Wealth Management, LLC

Cincinnati, 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

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.

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.

Tranquil Path Financial Planning

Cleveland, 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.

Stage Ready Financial Planning

Dayton, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance & Estate Planning, Roth Conversions

Fiduciary Financial Advisor Serving Dayton, Ohio | Retirement planning that stays in sync with your life. Providing fee-only wealth management, designed to handle the math so you can enjoy the music.

Flegal Financial Planning

Cleveland, OH

Specialties: Tax Reduction Strategies, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation Tax Planning, Business Owner Tax Reduction Strategies, Tax Preparation

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

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.

rebel Financial

Groveport, OH

rebel Financial

Groveport, OH

Personal Choice Financial Advisors, LLC

Blue Ash, OH

NorthPoint Financial Planning

Delaware, OH

Jentner Wealth Management

Akron, OH

Quiet Wealth Management

Cincinnati, OH

Accountable Financial Planning LLC

Westerville, OH

Financial Legacy Builders

Dayton, OH

FinancialFamilies, LLC

Carroll, OH

Anderson Financial Strategies

Dayton, OH

rebel Financial

Gahanna, OH

Summit Financial Strategies, Inc.

Columbus, OH

Family Life Financial Planning

Mentor, OH

Purtill Financial LLC

Highland Heights, OH

Personal Choice Financial Advisors, LLC

Blue Ash, OH

Spillane Financial Planning, Inc.

Lebanon, OH

Unrivaled Wealth Management

Salem, OH

Schuler Wealth Planning LLC

Lewis Center, OH

By Design Wealth Management

Steubenville, OH

Spinnaker Financial Group, LLC

Independence, OH

HCM Wealth Advisors

Cincinnati, OH

rebel Financial

Groveport, OH

Welsh Hills Financial

Newark, OH

Financial Freedom

Beavercreek, OH