Advice only financial planners in Ohio
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
24 firms in Ohio that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $200-$300/hr | 19 firms |
| Flat or project fee | $2,500 | $1,950-$5,250 | 12 firms |
| Annual retainer | $4,000/yr | $2,500-$8,000/yr | 7 firms |
Advice only financial planners in Ohio and their published fees
24 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1TaxfinancialCincinnati | $300/hr | Not published | Not published |
| Accountable Financial Planning LLCWesterville | $200/hr | Not published | $2,500/yr |
| Allied Planning PartnersBatavia | Not published | $750 | $4,000/yr |
| Belay FinanceMontgomery | $250/hr | $2,500 | Not published |
| Chapters To WealthLewis Center | $325/hr | $650 | $150-$833/mo |
| Childs Investment Group, IncArchbold | $250-$300/hr | Not published | Not published |
| Compass Planning, LLCAshland | Not published | $1,000-$20,000 | Not published |
| Davis Wealth Management, LLCRichfield | $150-$300/hr | $300-$20,000 | Not published |
| Fein AdvisorsCincinnati | $125/hr | $600-$3,500 | Not published |
| Gianola Financial Planning, LLCWorthington | Not published | $1,500 | $3,500/yr |
| Hindman Financial, LLCDover | $150/hr | Not published | Not published |
| Kelly Financial Planning, LLCCincinnati | $425/hr | Not published | Not published |
| Lifetime Financial Planning Solutions, LLCLancaster | $300/hr | Not published | Not published |
| Michael G MillerWilloughby | $413/hr | Not published | Not published |
| Milestones FinancialColumbus | $199/hr | Not published | Not published |
| MoneyfluentColumbus | $275/hr | $500-$10,000 | Not published |
| Moore Money SolutionsNovelty | $175/hr | Not published | $500/yr |
| Mundell Asset Management LLCCanal Fulton | $200/hr | $2,500 | Not published |
| Paradigm Investment Advisory LLCAkron | Not published | $1,000-$5,000 | Not published |
| Poitinger Financial, Inc.Fairlawn | $250/hr | Not published | $1,000-$15,000/yr |
| R&b Financial ConsultantsWadsworth | Not published | Not published | $800-$15,000/yr |
| Selhorst Services Inc.Perrysburg | $200/hr | $1,950 | Not published |
| Trajectory Financial PlanningUniversity Heights | $350/hr | $500-$10,000 | $150-$1,000/mo |
| Westlake AdvisorsLakewood | $250/hr | Not published | $2,000-$30,000/yr |
No firms match these filters.
Also filed as advice only financial planners, without a published price (19)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Cambridge Financial and Tax Advisors, LLC., Columbus
- Cornerstone Family Office, LLC, Mayfield Heights
- Creative Financial Solutions, LLC, Washington C. H.
- Devtara Financial, Blue Ash
- Financialfamilies, Carroll
- Firstten Financial, Westerville
- Gould Ruma Financial Advisors, Toledo
- Isgrig Capital Asset Management, LLC, Cincinnati
- Legacy Financial Advisors, LLC, Solon
- Meridian Wealth Management, LLC, Dublin
- Partnership Financial, LLC, Columbus
- Pomeroy Financial Planning, LLC., Cincinnati
- Price Planning, LLC, Powell
- Regency Financial, LLC, Dayton
- Ripple Effect Investment Strategies, LLC, Westerville
- Sterling Financial Group LLC, Worthington
- The Estate Planning Team, Inc., Middleburg Heights
- Theus Wealth Advisors, Sunbury
- Wayne D. Minich & Company, Inc., Richfield