Fee-Only Financial Advisors in Ohio

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.

Credent Wealth Management

Columbus, 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.

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

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

Centry Financial Advisors, LLC

Willoughby, OH

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

Fee-Only financial planner located in Willoughby, Ohio, serving clients virtually or in-person, both locally and across the country.

Cornerstone Wealth Management

Westlake, OH

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

Gartner Financial Advisors

Loveland, OH

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

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

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.

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.

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

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 Columbus, Ohio, serving clients locally and across the country.

Demland Wealth LLC

Defiance, OH

Specialties: Comprehensive Financial Planning, Tax Efficient Retirement Planning, Financial Independence, Investment Management, Charitable Giving, College Savings, Biblical Financial Counseling

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

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. Also serving Southwest Florida.

Gerstemeier Financial Group

Loveland, OH

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

Fee-Only financial planner with offices in Oak Brook, IL and Cincinnati, OH.

JGR Financial Solutions, LLC

North 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.

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

Western Reserve Capital Management

Hudson, OH

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

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

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!

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

Serving Individuals, Families & Groups from all Walks of Life. Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio serving clients nationwide.

Intentional Wealth Partners

Cleveland, OH

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

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

Western Reserve Capital Management

Hudson, OH

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

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

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

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

Arena Investor

Blacklick, OH

Specialties: Comprehensive Financial Planning, Investment Management, Real Estate Guidance, Financial Independence, Retirement Income Planning, Net Worth

Modern financial planning, investment management, and real estate guidance built to guide young professionals and business owners to reach financial independence sooner.

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

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.

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.

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

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

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 planner located in Cincinnati, 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!

Total Wealth Planning

Cincinnati, OH

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

Based in Cincinnati, OH and Carmel, IN, we work with clients across the country to assist them with their life planning. The real benefit is gaining more comfort with your long-term financial security and helping you protect what you value most.

Artifex Financial Group

Dayton, OH

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

Fee-Only Financial Advisor serving the state of Ohio.

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

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

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.

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

Birchcreek Wealth Management

Miami Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Workplace Retirement Plan 401k Advisory Services

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.

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.

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

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.

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.

Total Wealth Planning

Cincinnati, OH

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

Based in Cincinnati, OH and Carmel, IN, we work with clients across the country to assist them with their life planning. The real benefit is gaining more comfort with your long-term financial security and helping you protect what you value most.

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

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.

Birchcreek Wealth Management

Miami Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Collaborative Divorce Planning, Workplace Retirement Plan 401k Advisory Services, College Education Planning, Tax Planning

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.

Lively Financial

Cincinnati, OH

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

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

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

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

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.

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.

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.

Your Story Financial, LLC

Dayton, OH

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

Yes! You Can Change Your Financial Story – ​ At any Stage! Virtual Fee-Only financial planner serving clients across the country.

Total Wealth Planning

Cincinnati, OH

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

Based in Cincinnati, OH and Carmel, IN, we work with clients across the country to assist them with their life planning. The real benefit is gaining more comfort with your long-term financial security and helping you protect what you value most.

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.

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.

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 retirement planning for a flat fee. Then come back for the financial advice you want – by the hour.

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.

Forward Thinking Wealth Management

Akron, OH

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

Flat Fee Financial Planning for High Stress Physicians Across the Country.

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.

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.

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

Personal Choice Financial Advisors, LLC

Blue Ash, OH

By Design Wealth Management

Steubenville, OH

HCM Wealth Advisors

Cincinnati, OH

rebel Financial

Groveport, OH

rebel Financial

Groveport, OH

Welsh Hills Financial

Newark, OH

Personal Choice Financial Advisors, LLC

Blue Ash, OH

Quiet Wealth Management

Cincinnati, OH

Summit Financial Strategies, Inc.

Columbus, OH

Your Financial Pharmacist

New Albany, OH

Anderson Financial Strategies

Dayton, OH

Accountable Financial Planning LLC

Westerville, OH

Stage Ready Financial Planning

Oakwood, OH

Family Life Financial Planning

Mentor, OH

rebel Financial

Gahanna, OH

MillennialFP

Dayton, OH

Jentner Wealth Management

Akron, OH

FinancialFamilies, LLC

Carroll, OH

rebel Financial

Groveport, OH

Gateway Financial, LLC

Northfield, OH

NorthPoint Financial Planning

Delaware, OH

Schuler Wealth Planning LLC

Lewis Center, OH

Spillane Financial Planning, Inc.

Lebanon, OH

Unrivaled Wealth Management

Salem, OH

Spinnaker Financial Group, LLC

Independence, OH

CooksonPeirce Wealth Management

Akron, OH

Purtill Financial LLC

Highland Heights, OH

Financial Freedom

Cincinnati, OH

rebel Financial

Gahanna, OH