Fee-Only Financial Planners in Ohio

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.

Fee-Only Financial Planners in Ohio:

Ryan J. Weiser

CFP®, ChFC®, CLU®, CDFA®

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.

Adam Koos

CFP®

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

Trace Tisler

CFP®

Epic Financial

Hudson, OH

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

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

Carol Friedhoff

CFP®

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 Dublin, OH

Carol Hoffman

MBA, RFC, CFP®

Clear Perspectives Financial Planning

Cincinnati, OH

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

Fee-Only Financial Planner with clients cross the United States and many other countries globally.

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

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

Adam Zuercher

CFP®, CPA

Hixon Zuercher Capital Management

Findlay, OH

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

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

Chris Hansen

CFP®

Personal Choice Financial Advisors

Cincinnati, OH

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

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

Phil Ratcliff

CFP®, CLU®, ChFC®

rebel Financial

Gahanna, OH

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

Fee-Only Financial Planner Serving the Columbus, OH area

Robert Reed

CFP®, PhD

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

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

Douglas Kinsey

CFP®, CIMA®, AIF®A

Artifex Financial Group

Dayton, OH

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

Fee-Only Financial Advisor serving the state of Ohio.

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.

Bruce Berno

CFP®

Berno Financial Management, Inc.

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

Danielle Seurkamp

MS, MPAS®, FBS®, CFP®

The Asset Advisory Group

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

Krista Cavalieri

CFP®

Evolve Capital, LLC

Worthington, OH

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

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

David Wilder

CFP®, CTFA, MST, CEPA, AIF®

Total Wealth 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 and Serving Clients Nationwide

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

Paul Dolce

CFP®, MBA

Financial Solutions, LLC

Dublin, OH

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

Fee-Only Financial Advisor located in Dublin, Ohio serving clients locally, and accross the country.

Matthew Jentner

CPA, CFP®

Jentner Wealth Management

Akron, OH

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

Fee-Only Financial Planner based in Akron, Ohio providing Comprehensive Financial Planning, Globally Diversified Investing, and Fiduciary Advice

Neil Gartner

CFP®, MBA

Gartner Financial Advisors

Loveland, OH

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

Fee-Only (flat fee/hourly) financial planner located in Loveland, OH, serving clients locally and 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

Kristen Moosmiller

CFP®

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

Susan Pack

CPA/PFS, CFP®

Pomeroy Financial Planning, LLC

Cincinnati, OH

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

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

Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide

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

Scott Snow

CFP®, CPA, CIMA®

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

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 serving Cleveland and the entire Northeast and North Central Ohio areas. Also serving Southwest Florida areas

Chris Cooper

CFP®

Chris Cooper & Company

Toledo, OH

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

Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA

Matthew Kircher

Fairpoint Wealth Management

Cleveland, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Employee Benefits Optimization, Tax Planning, College Education Planning, 401(k) / IRA Guidance

Fee-Only Financial Planner located in Cleveland, OH and serving clients locally and throughout Northeast Ohio.

Brent Dickerson

CFP® EA

Trinity Wealth Management

Painesville, OH

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

Fee-Only Financial Planner Based in northeast Ohio and Serving Clients Throughout the Region. We also Serve Clients in Lubbock, Texas and the West Texas Region.

Cameron Brady

CFP®

Michael Brady & Co., LLC

Westlake, OH

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

Fee-Only Financial Planner serving the greater Cleveland area.

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 Clients Locally and Across the Country.

Elizabeth Green

Foster & Motley, Inc.

Cincinnati, OH

Shawn Ballinger

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Lori Embrey

Arcadia Financial Partners

Canal Winchester, OH

Elizabeth Caldwell

Welsh Hills Financial

Newark, OH

Alexandra Ollinger

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Randy Gantt

Artifex Financial Group, LLC

Cincinnati, OH

Barb Camaglia

Legacy Financial Advisors

Beachwood, OH

Eric Shisler

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Jeffrey Daniher

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

R. A. Cole Hammack

John E. Sestina and Company

Columbus, OH

W. Mark Motley

Foster & Motley, Inc.

Cincinnati, OH

Andrea Ellis

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Donna Ellis

Berno Financial Management, Inc.

Cincinnati, OH

Kimberly Wirtz

John E. Sestina and Company

Strongsville, OH

John McHugh

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Daniel Due

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Michael Kline

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Heather Spencer

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Christopher McLaren

Conscious Life Planning

Cincinnati, OH

Anthony Jones

rebel Financial LLC

Gahanna, OH

Natalie Bacon

Summit Financial Strategies, Inc.

Columbus, OH

Michele Daniher

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Benjamin Murray

Summit Financial Strategies, Inc.

Columbus, OH

Austen Harrison

Summit Financial Strategies, Inc.

Columbus, OH

Daniel Roe

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Dean Schuler

PDS Planning, Inc.

Lewis Center, OH

Tyler Cook

John E. Sestina and Company

Columbus, OH

Joshua Styrcula

CFP®, CIMA®

AdvicePeriod

Mason, OH

Luke Salcone

Summit Financial Strategies, Inc.

Columbus, OH

Amy Thomas

Foster & Motley, Inc.

Cincinnati, OH

Robert Siegmann

Total Wealth Planning

Blue Ash, OH

Hannah Fetterman

Summit Financial Strategies, Inc.

Columbus, OH

John Ritter

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Bryan Glancy

CFP®

Spinnaker Financial Group, LLC

Independence, OH

Sonia Brinkman

Budros, Ruhlin & Roe, Inc.

Columbus, OH

W. Phil Ratcliff

rebel Financial LLC

Gahanna, OH

David Nienaber

Foster & Motley, Inc.

Cincinnati, OH

Jonathan Andre

Total Wealth Planning

Blue Ash, OH

William Leuby

Hamilton Capital Management, Inc.

Columbus, OH

Debbie Price

Price Planning, LLC

Powell, OH

Kevin Wuebker

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Allen Osgood, Jr.

Financial Freedom, LLC

Loveland, OH

Samantha Macchia

Summit Financial Strategies, Inc.

Columbus, OH

Matt Will

Wealth Accel

Centerville, OH

Clare Fazackerley

1TaxFinancial

Cincinnati, OH

Michael Chasnoff

Truepoint Wealth Counsel, LLC

Blue Ash, OH

David Foster

Foster & Motley, Inc.

Cincinnati, OH

Anne Lame Megerle

Lenox Wealth Management

Cincinnati, OH

John Discepoli

Discepoli Financial Planning, LLC

Cincinnati, OH

Ted Saneholtz

Summit Financial Strategies, Inc.

Columbus, OH

David Zolt

Westlake Advisors, LLC

Westlake, OH

Gregory Busch

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Michael Kostelnik

Family Life Financial Planning

Mentor, OH

Jeannette Jones

The Asset Advisory Group

Cincinnati, OH

Stephen Lukan

John E. Sestina and Company

Columbus, OH

Rob Bartlett

Clear Perspectives Financial Planning, LLC

Blue Ash, OH

Wayne Lippert

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Jill Gianola

Gianola Financial Planning

Columbus, OH

Andrew Kerns

CFP®

Accountable Financial Planning LLC

Westerville, OH

Jamie Rizer

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Andrew Damcevski

RhineVest

Cincinnati, OH

Samantha Anderson

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Steven Wright

Echo Advisors LLC

Worthington, OH

Anthony Kure

Johnson Investment Counsel

Brecksville, OH

Sana Haque

Gianola Financial Planning

Columbus, OH

Roger Southward

Southward Financial Services LLC

Pickerington, OH

Andrew Tisler

Epic Financial, LLC

Hudson, OH

Jason Burkholder

New Legacy Financial Group, LLC

Smithville, OH

Thresa Alexander

Alexander Financial Planning, Inc.

Grandview Heights, OH

Nicole Dray

Summit Financial Strategies, Inc.

Columbus, OH

Kristy O'Brien

Wealth Transitions, LLC

Blue Ash, OH

Douglas Lynch

Lynch Financial Group LLC

Dublin, OH

Wendy Trout

Summit Financial Strategies, Inc.

Columbus, OH

J. Brock Dexter

Trinity Wealth Management, LLC

Cincinnati, OH

Eric Ross

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Kelly Boone

Total Wealth Planning

Blue Ash, OH

Scott Schwartz

Summit Financial Strategies, Inc.

Columbus, OH

Tim Hamilton

CFP®, MBA, ChFC®

FinancialFamilies, LLC

Pickerington, OH

Peggy Ruhlin

Budros, Ruhlin & Roe, Inc.

Columbus, OH

John Evans

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Kenneth Robinson

Practical Financial Planning

Cleveland, OH

Craig Constantinovich

John E. Sestina and Company

Columbus, OH

Elizabeth Niehaus

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Jeffrey Suchy

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Joel Musser

Total Wealth Planning

Blue Ash, OH

Leandra Schindler

Flowering Financial

Akron, OH

Kristin Wiechert

Total Wealth Planning

Blue Ash, OH

Robert Grossheim

Family Wealth Advisory Group

Cincinnati, OH

Paul Staubach

Foster & Motley, Inc.

Cincinnati, OH

Ryan Klekar

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Sean Vaught

Total Wealth Planning

Blue Ash, OH

Deanna Sicking

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Summer Gillard

Summit Financial Strategies, Inc.

Columbus, OH

Gage Paul

Storey & Associates

North Canton, OH

Tony Payne

John E. Sestina and Company

Columbus, OH

James Budros

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Matthew Brandeburg

John E. Sestina and Company

Columbus, OH

Chris Hennekes

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Tad Herrington

John E. Sestina and Company

Columbus, OH

Ronda Koehler

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Mark Coffey

Summit Financial Strategies, Inc.

Columbus, OH

Gary Marcinick

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Brian Sutliff

Summit Financial Strategies, Inc.

Columbus, OH

Ian Murphy

Sona Financial Planning

Cleveland, OH

Tiffany Stover

Summit Financial Strategies, Inc.

Columbus, OH

Liam Hurley

Summit Financial Strategies, Inc.

Columbus, OH

Mario Giganti

Cornerstone Capital Advisors

Uniontown, OH

Christine Carleton

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Leah Hadley

CDFA®, MAFF

Great Lakes Investment Mgmt

Cleveland, OH

Michael Purtill

Purtill Financial LLC

Highland Heights, OH

Joseph Reardon

Summit Financial Strategies, Inc.

Columbus, OH

Michael Scherer

Summit Financial Strategies, Inc.

Columbus, OH

Adam Lipton

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Tarun Gupta

John E. Sestina and Company

Columbus, OH

Benjamin Skinner

Summit Financial Strategies, Inc.

Columbus, OH

Dan Hypes

LifePlan Financial Group, Inc.

Miamisburg, OH

Tony Luckhardt

Foster & Motley, Inc.

Cincinnati, OH

Harlan Storey

Storey & Associates

North Canton, OH

James McMahon

MBA, CFP®

Garrett Investment Advisors

Sylvania, OH

John Sestina

John E. Sestina and Company

Columbus, OH

Antowoine Winters

Next Steps Financial Planning, LLC

Kettering, OH

Zachary Horn

Foster & Motley, Inc.

Cincinnati, OH

Tyrone Phillippi

LifePlan Financial Group, Inc.

Miamisburg, OH

Aaron Armstrong

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Jessica Lee

Budros, Ruhlin & Roe, Inc.

Columbus, OH

J. Grant Mosher

Columbus, OH

Kathleen Blain

Berno Financial Management, Inc.

Cincinnati, OH

John Schuman

Budros, Ruhlin & Roe, Inc.

Columbus, OH

James Iverson

1TaxFinancial

Cincinnati, OH

Courtney Weber

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Amy Kelly

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Robert Carroll

Carnegie Investment Counsel

Cincinnati, OH

Thom Guidi

Foster & Motley, Inc.

Cincinnati, OH

Timothy Swain

Summit Financial Strategies, Inc.

Columbus, OH

Isaiah Stidham

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Scott Kidwell

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Chris Allen

Total Wealth Planning

Blue Ash, OH

Joseph Baumann

Cambridge Financial & Tax Advisors, LLC

Columbus, OH

Scott Barbee

Truepoint Wealth Counsel, LLC

Blue Ash, OH

Lucas Hail

Foster & Motley, Inc.

Cincinnati, OH

Chip Workman

The Asset Advisory Group

Cincinnati, OH

Matthew Daniel

Summit Financial Strategies, Inc.

Columbus, OH

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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