Fee-Only Financial Advisors in Ohio

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 Ohio 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 Ohio Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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.

Matt Will

CFP®

Birchcreek Wealth Management, LLC

Miami Township, OH

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

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

Kenneth Robinson

JD, CFP®

Practical Financial Planning

Rocky River, OH

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

NOT ACCEPTING NEW CLIENTS FOR AT LEAST THE NEXT SEVERAL MONTHS.

Michael Kelley

CFP®

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

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

David Wilder

CFP®, CTFA, MST, AIF®, CEPA

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Todd Pouliot

AIF®

Gateway Financial, LLC

Northfield, OH

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

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

Tyler Koepf

JD, CPA*

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

Chandler Fugate-Laus

CFP®

Moneyfluent

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

Paul Pfeiffer

CFP®, MBA

NorthPoint Financial Planning

Delaware, OH

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

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

James Evans

CFP®, QPA, QKA®, ChSNC®

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

Timothy Grout

CFP®, MBA

Clear Perspectives Financial Planning, LLC

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

Matthew 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

Daniel Doyle

CFP®

Oak Park Wealth Management

Westlake, OH

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

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

I can work with clients anywhere!

Kenneth Klabunde

MSFP, CFP®, CDFA®

Precedent Financial Strategies

Cincinnati, OH

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

Fee-Only Financial Planner serving families in the Indianapolis, IN and Cincinnati, OH areas.

Carol A. Hoffman

MBA, CFP®

Clear Perspectives Financial Planning

Cincinnati, OH

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

Fee-Only Financial Planner with clients aross the United States and many other countries. We can work with you in any location!

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

Elizabeth Caldwell

MA, CFP®

Welsh Hills Financial

Newark, OH

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

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

Deb Thocker

CRPC®, NSSA®

Clear Perspectives Financial Planning

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

Rob Bartlett

CFP®

Clear Perspectives Financial Planning, LLC

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

Joel Musser

CFP®

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Danielle Seurkamp

MS, MPAS®, FBS®, CFP®

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

I can work with clients anywhere!

Susan Pack

CPA/PFS, CFP®, CKA®

Pomeroy Financial Planning, LLC

Cincinnati, OH

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

Helping clients define the best life possible since 1996

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

Scott Snow

CFP®, CPA

Scott Snow (financial advisors) LLC

Westlake, OH

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

Fee-Only Financial Planner Serving Cleveland and Northeast Ohio

I can work with clients anywhere!

Trace Tisler

CFP®

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

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!

Allen A. Osgood

CFP®, MBA

Financial Freedom

Cincinnati, OH

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Robert Lemmons

CFP®, CPA, AIF®, CEPA

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Robert Gerstemeier

CFP®, EA, MBA

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.

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

Britta Koepf

CFP®, ChSNC®

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.

Doug Lynch

CPA, CFA®, CFP®

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

Donald Purtill

CPA, PFS, CGMA, MBA

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.

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.

Douglas Kinsey

CFP®, CIMA®, AIFA®

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.

David Stone

CFP®

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

Neil Gartner

CFP®, MBA

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.

I can work with clients anywhere!

Justin Rush

CFP®

JGR Financial Solutions, LLC

North Canton, OH

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

Fee Only Financial Planner Located in North Canton, OH and Serving Retirees Locally and Across the Country.

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Cincinnati, OH

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Dan Johnson

CFP®, CPFA®

Birchcreek Wealth Management, LLC

Miami Township, OH

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

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

Dan Johnson

CFP®

Forward Thinking Wealth Management

Akron, OH

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

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

Curtis Bailey

CFP®, CRPC®, EA, CFA®

Quiet Wealth Management

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning & Preparation, Wealth Transfer & Legacy Planning, College Education Planning, Income & Distribution Planning, Charitable Giving

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

Shawn Ballinger

CFP®

Columbus Street Financial Planning, 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.

Janice Cackowski

CFP®

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.

I can work with clients anywhere!

Scott Haley

CFP®, CDFA®, EA

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

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.

Ryan Bayonnet

CFP®, MSF

Hyland Financial Planning

Uniontown, OH

Specialties: Comprehensive Financial Planning, 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.

Ellen Cotter

CFP®, EA, MBA

By Design Wealth Management

Steubenville, OH

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

A Fiduciary, Fee-Only financial planner located in Steubenville, OH, serving clients virtually, both locally and across the country

Phillip Bollin

CFP®

Bollin Wealth Management LLC

Perrysburg, OH

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

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

Cameron Brady

CFP®

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.

I can work with clients anywhere!

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

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

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.

I can work with clients anywhere!

Chris Hansen

CFP®

Personal Choice Financial Advisors

Cincinnati, OH

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

Fee-Only Financial Planner serving the needs of Procter & Gamble employees and retirees, and medical professionals across the country.

Adam Zuercher

CPA/PFS, CFP®

Hixon Zuercher Capital Management

Findlay, OH

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

Our mission is to provide wealth creation and investment management solutions that enable our clients to achieve financial freedom.

Christina Povenmire

CFP®, MBA

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

I can work with clients anywhere!

Leah Hadley

AFC®, CDFA®

Great Lakes Investment Mgmt

Cleveland, OH

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

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

Michael Brady

CFP®, MBA

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

Joshua Styrcula

CIMA®, CFP®

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

I can work with clients anywhere!

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.

Dylan Grubb

Gateway Financial, LLC

Northfield, OH

Specialties: Comprehensive Financial Planning, Tax Planning, Debt Reduction

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

Acie Middleton

CFEI, CMC®

rebel Financial

Groveport, OH

Paul Dolce

CFP®, MBA

Financial Solutions, LLC

Upper Arlington, OH

Michael Kostelnik

Family Life Financial Planning

Mentor, OH

Anthony Jones

CFP®

rebel Financial

Gahanna, OH

Shon Anderson

Anderson Financial Strategies

Dayton, OH

Jonathan Bailey

rebel Financial

Groveport, OH

Janelle Fumerola

CFP®

CooksonPeirce Wealth Management

Akron, OH

Jason Burkholder

CFA, CFP®

New Legacy Financial Group, LLC

Smithville, OH

Jason Demland

Blue Jay Financial Group

Defiance, OH

Lindsey Swanson

CFP®, AAMS®

Stripper Financial Planning

Cleveland, OH

Luke Salcone

Summit Financial Strategies, Inc.

Columbus, OH

Mike Kelly

CFP®

Kelly Financial Planning, LLC

Cincinnati, OH

Tim Hamilton

CFP®, MBA

FinancialFamilies, LLC

Carroll, OH

John Civardi

rebel Financial

Gahanna, OH

Tim Baker

CFP®, RLP®

Your Financial Pharmacist

New Albany, OH

Samantha Anderson

CFP®

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Steve Hengehold

CFP®

HCM Wealth Advisors

Cincinnati, OH

Michael Purtill

CFP®

Purtill Financial LLC

Highland Heights, OH

Bryan Glancy

CFP®

Spinnaker Financial Group, LLC

Independence, OH

Matthew Jentner

CPA, CFP®

Jentner Wealth Management

Akron, OH

Andrew Kerns

CFP®

Accountable Financial Planning LLC

Westerville, OH

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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)

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