A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Select a city to refine your search:
- Akron, OH
- Alliance, OH
- Avon, OH
- Avon Lake, OH
- Bay Village, OH
- Beachwood, OH
- Beavercreek, OH
- Blue Ash, OH
- Cambridge, OH
- Canal Winchester, OH
- Canton, OH
- Chagrin Falls, OH
- Cincinnati, OH
- Cleveland, OH
- Columbus, OH
- Dayton, OH
- Defiance, OH
- Delaware, OH
- Dublin, OH
- Findlay, OH
- Gahanna, OH
- Grandview Heights, OH
- Groveport, OH
- Highland Heights, OH
- Hudson, OH
- Independence, OH
- Lima, OH
- Louisville, OH
Fee-Only Financial Planners in Ohio:
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.
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
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.
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
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
Britta Koepf
CFP®, ChSNC®
Tranquil Path Financial Planning
Independence, 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.
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.
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.
Donald Purtill
CPA, PFS, 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.
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
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
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
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!
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
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
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
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
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!
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.
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
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.
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
Christina Povenmire
CFP®, MBA
CMP Financial Planning
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
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
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
Robert Lopez
CFP®
Your Financial Pharmacist
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Phoenix, AZ, 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
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
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.
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.
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.
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
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
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
Teri R. Alexander
CFP®, MSFP, CeFT®
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
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
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.
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
Kenneth Robinson
JD, CFP®
Practical Financial Planning
Rocky River, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Holistic. Fiduciary. Fee-Only. Located in Rocky River, Ohio, serving clients locally and across the country
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.
Tim Baker
CFP®, RLP®
Your Financial Pharmacist
New Albany, OH
Specialties: Comprehensive Financial Planning, Student Loan Analysis, Organization & Budgeting, Investment Management, Tax Prep & Planning, College Education Planning
We’re a fee-only financial planning firm dedicated to serving pharmacists who want something better than the status quo.
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.
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
Tyler Koepf
JD, CPA
M. Thomas Capital Management
Chagrin Falls, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chagrin Falls, OH, serving clients locally and across the country
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
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
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
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
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 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.
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.
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 located in Dayton, OH serving clients locally and across the country
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.
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.
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
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
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.
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
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
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
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
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)
