Fee-only financial advisors in Ohio who charge hourly or a flat fee
564 fee-only advisers in Ohio offer financial planning for an hourly, fixed or subscription fee. 317 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Ohio, the median published hourly rate is $250 (220 firms; middle half $200–$300), and the median flat or project fee is $3,250 (200 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $200–$300/hr | 220 firms |
| Flat or project fee | $3,250 | $1,750–$6,250 | 200 firms |
| Annual retainer | $5,000/yr | $2,500–$15,000/yr | 80 firms |
Fee-only advisors in Ohio and their published fees
317 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1TaxfinancialCincinnatiNo AUM fee | $300/hr | Not published | Not published |
| Aan Wealth Advisors LLCCanton | $250/hr | Not published | Not published |
| Access Wealth Group, LLCDublin | $150–$400/hr | Not published | Not published |
| Accountable Financial Planning LLCWestervilleNo AUM fee | $200/hr | Not published | $2,500/yr |
| Adams and Co Financial ServicesCincinnati | Not published | $500–$2,500 | Not published |
| Advocate Wealth SolutionsDublin | $300–$3,000/hr | Not published | Not published |
| Affinity Wealth LLCCanton | Not published | Not published | $300/mo |
| Ajd WealthCincinnati | $500/hr | $30,000 | Not published |
| Alaminos Wealth PlanningDublin | Not published | Not published | $4,800/yr |
| Alan B. Lancz & Associates, Inc.Toledo | $275/hr | $500–$2,400 | $250–$500/qtr |
| Alexander Financial Planning, Inc.Columbus | Not published | $350–$500 | $3,000–$7,000/yr |
| Allied Planning PartnersBataviaNo AUM fee | Not published | $750 | $4,000/yr |
| Alpha Planning and Financial Services, Inc.Solon | $500/hr | $1,500–$5,000 | Not published |
| Amfg Wealth Management LLCWestlake | $150–$500/hr | Not published | Not published |
| Anderson Financial Strategies, LLCDayton | Not published | $1,000–$10,000 | $150–$500/mo |
| Anfield Wealth ManagementCleveland | Not published | $500 | $200/mo |
| Antolino Wealth AdvisorsColumbus | $550/hr | Not published | Not published |
| Apollo Wealth ManagementWooster | $20–$140/hr | $20–$15,000 | $20–$20,000/yr |
| Apricity Financial PlanningWhitehouse | Not published | $3,000–$8,000 | Not published |
| Arcadia Financial Partners, LLCPickerington | Not published | Not published | $3,500/yr |
| Arch City FinancialGrove City | $175–$350/hr | $500–$20,000 | $200–$800/mo |
| Ard Advisory Services, LLCDublin | $180–$286/hr | $500–$3,000 | $85–$250/mo |
| Artifex Financial Group, LLCOakwood | Not published | $2,500 | Not published |
| Ascend Wealth ManagementBrunswick | $375/hr | $1,000 | Not published |
| Asendo Wealth AdvisoryColumbus | $250/hr | $2,500 | $3,000/yr |
| Athens Impact Socially Responsible InvestmentsAthens | $1,250/hr | $1,500 | Not published |
| Athletes Financial Advisers, LLCWestlake | Not published | Not published | $5,000/yr |
| Atlantis Wealth Advisors LLCMaumee | $125–$350/hr | Up to $15,000 | $500–$4,000/yr |
| Atlas Wealth ManagementSouth Euclid | Not published | $5,000–$15,000 | Not published |
| Balance WealthWorthington | Not published | $500–$10,000 | $588–$7,200/yr |
| Beacon Financial Advisory LLCCleveland | Not published | $250–$20,000 | Not published |
| Bear & Eagle Investments LLCCleves | $100/hr | Not published | Not published |
| Belay FinanceMontgomeryNo AUM fee | $250/hr | $2,500 | Not published |
| Bell City Wealth, Inc.Hillsboro | $100–$250/hr | Not published | Not published |
| Bellwether Investment Services LLCLoveland | $50/hr | Not published | Not published |
| Benchmark Wealth ManagementCincinnati | Not published | Not published | $500–$50,000/yr |
| Bespoke Family AdvisorsMansfield | Not published | $3,000–$5,000 | $1,000–$10,000/yr |
| Bigby Financial Planning, LLCLewis Center | $200/hr | $1,000–$5,000 | $5,000/yr |
| Birchcreek Wealth Management, LLCMiami Township | $350/hr | Not published | $2,500/yr |
| Bison Wealth Management, LLCLyndhurst | $150/hr | $500 | Not published |
| Blake Schutter Theil Wealth Advisors, LLCDayton | $150–$250/hr | Not published | Not published |
| Blue AdvisorsUpper Arlington | $200/hr | $1,500–$5,000 | Not published |
| Blue Chip Financial Advisors, Inc.Seville | Not published | Not published | $25–$125/qtr |
| Blue Jay Financial Group, LLCDefiance | $250/hr | $250–$15,000 | Not published |
| Bollin Wealth Management, LLCPerrysburg | $500/hr | $3,000–$10,000 | Not published |
| Boutique Wealth Advisors LLCCanton | Not published | $200–$5,000 | $2,500/yr |
| Brookside Financial Advisors, LLCParma | $200–$300/hr | $1,000–$2,400 | Not published |
| Brown Financial Advisors, LLCMilford | $200/hr | $2,500 | Not published |
| Buckeye Wealth Partners, LLCCenterville | $250–$350/hr | $1,000 | $798/yr |
| Bullrock Capital, LLCDublin | Not published | $500–$2,500 | Not published |
| Candela FinancialToledo | $250/hr | $4,000–$10,000 | Not published |
| Capital Advisors, LTD., LLCShaker Heights | $200–$400/hr | $5,000–$15,000 | Not published |
| Capstone Wealth PartnersDublin | Not published | $1,500 | Not published |
| Carnegie Investment CounselPepper Pike | $300/hr | Not published | Not published |
| CBS Funding, Inc.Broadview Heights | $250/hr | Not published | Not published |
| Central Point Wealth Management LLCBeavercreek Township | $100/hr | Not published | $500–$2,500/yr |
| Chapters To WealthLewis CenterNo AUM fee | $325/hr | $650 | $150–$833/mo |
| Chester Financial Services LLCFredericktown | $350/hr | $5,000 | Not published |
| Childs Investment Group, IncArchboldNo AUM fee | $250–$300/hr | Not published | Not published |
| Chrys Financial Planning, LLCWyoming | $150/hr | $2,500 | Not published |
| Clark SoetenColumbus | $300/hr | $500–$5,000 | $100–$1,000/yr |
| Clearmind CapitalColumbus | Not published | $5,000 | $100–$1,200/mo |
| Cleveland Wealth, LLCCleveland | Not published | $1,200–$10,000 | Not published |
| Cochran Wealth Management LLCMartinsville | $150–$400/hr | $1,000–$10,000 | Not published |
| Cognition Financial LLCDublin | $250/hr | $500–$6,000 | Not published |
| Coletta Capital, LLCRocky River | Not published | $500–$3,000 | Not published |
| Columbus Street Wealth Management, LLCDublinNo AUM fee | $250/hr | $1,000–$50,000 | $250/qtr |
| Columbus Wealth ManagementDublin | $500/hr | $6,000 | $6,000/yr |
| Compass Planning, LLCAshlandNo AUM fee | Not published | $1,000–$20,000 | Not published |
| Cornerstone Asset Management Services, Inc.Broadview Heights | $100–$300/hr | Not published | $100–$1,000/yr |
| Cornerstone Wealth ManagementWestlake | $300–$600/hr | $1,500–$15,000 | $3,000–$15,000/yr |
| Crew Capital Management, LTD.Cincinnati | Not published | Not published | $10,000–$25,000/yr |
| Davis Wealth Management, LLCRichfieldNo AUM fee | $150–$300/hr | $300–$20,000 | Not published |
| Daymark Wealth Partners, LLCCincinnati | $350/hr | $1,500–$10,000 | Not published |
| DBK Financial Counsel, LLCCuyahoga Falls | $295/hr | Not published | Not published |
| Deem Asset ManagementUniontown | $125/hr | Not published | Not published |
| Deeter Advisory Group, LLCTerrace Park | $250/hr | $1,000 | Not published |
| Demland Wealth LLCDefiance | $200/hr | $500–$15,000 | $12,000/yr |
| Demma-Novak Wealth ManagementDayton | $300/hr | Not published | Not published |
| Demming Financial Services Corp.Aurora | $50–$200/hr | $500–$1,500 | Not published |
| Derenzo Advisors LLCDayton | $350/hr | Not published | Not published |
| Diamond Equity AdvisorsColumbus | $150–$300/hr | $1,000–$3,000 | Not published |
| Dorsey Groomes Wealth ManagementDublin | $200/hr | $250 | Not published |
| Duke Financial ServicesHamilton | $125/hr | $400 | Not published |
| Dunphy Wealth Management, Inc.Cincinnati | $75–$150/hr | $250–$1,850 | $850/mo |
| Ellsworth Advisors, LLCHudson | Not published | Not published | $2,500–$150,000/yr |
| Entrypoint Wealth ManagementCincinnati | $300/hr | $1,200 | Not published |
| Enza Financial, LLCIndependence | Not published | Not published | $25,000/yr |
| Epic Financial, LLCHudson | $250/hr | $1,000 | $1,200/yr |
| Epoch Wealth ManagementChagrin Falls | $100–$450/hr | $20–$5,000 | $2,000–$5,000/qtr |
| Ethos Financial PlanningCleveland | Not published | $2,000–$10,000 | Not published |
| F2 WealthCincinnati | Not published | $2,500–$4,000 | $25,000/yr |
| Fairpoint Wealth Management, LLCOlmsted Falls | $200–$250/hr | $500–$10,000 | $100–$600/mo |
| Faith Financial Advisors, Inc.Loveland | $385/hr | $7,500 | Not published |
| Family Financial Planning, LLCCortland | Not published | Not published | $2,500–$25,000/yr |
| Family Financial Services, LLCCleveland | $50–$250/hr | Not published | Not published |
| Family Life Financial PlanningMentor | $100–$300/hr | Up to $2,500 | Not published |
| Fein AdvisorsCincinnatiNo AUM fee | $125/hr | $600–$3,500 | Not published |
| Ferraro Wealth Management, LLCDublin | Not published | $1,500–$7,500 | Not published |
| Fidato Wealth LLCMiddleburg Heights | Not published | Not published | $5,000/yr |
| Fiduciary Wealth Group, LLCCenterville | $350/hr | Not published | Not published |
| Finance 180Columbus | Not published | $400–$4,000 | $3,750/qtr |
| Financial FreedomCincinnati | $150/hr | $3,000–$4,500 | $8,000–$25,000/yr |
| Financial Legacy BuildersFairborn | $100/hr | Not published | Not published |
| Financial Management Strategies, Inc.Broadview Hts. | $75–$250/hr | $1,000–$25,000 | Not published |
| Financial RoundsCincinnati | Not published | Not published | $100–$500/mo |
| Finish Well RIA LLCColumbusNo AUM fee | Not published | Not published | $500–$10,000/yr |
| Firefly Wealth ManagementCleveland | Not published | $5,000 | Not published |
| Flegal Financial PlanningBerea | $250/hr | $1,000–$15,000 | $1,000–$30,000/yr |
| Fortifi Capital, LLCAkron | $60/hr | Not published | Not published |
| Forward Thinking Wealth ManagementCopleyNo AUM fee | Not published | Not published | $10,000–$30,000/yr |
| Fourth Dimension Wealth, LLCMiddleburg Heights | $200/hr | $2,500–$5,000 | Not published |
| FP InvestmentColumbus | $150/hr | Not published | Not published |
| Freewood Private Wealth Management, LLCPowell | $150–$300/hr | Not published | Not published |
| FSC Advisors LLCNorth Canton | $125/hr | Not published | Not published |
| Future Financial Wealth Management Group, LLCCincinnati | $200/hr | $1–$25,000 | Not published |
| Gateway FinancialNorthfield | $500/hr | $2,000–$5,000 | $4,000–$30,000/yr |
| Generations Wealth, LLCCincinnati | Not published | $1,500–$6,000 | $50,000/yr |
| George Financial ServicesCanton | $25–$100/hr | Not published | Not published |
| Gerber, LLCColumbus | Not published | $20,000–$200,000 | Not published |
| GGM Financial LLCColumbus | $500/hr | $2,500–$10,000 | Not published |
| Gianola Financial Planning, LLCWorthingtonNo AUM fee | Not published | $1,500 | $3,500/yr |
| GJW Investment Adviser LLCMedina | $250/hr | Not published | Not published |
| Golden Reserve Retirement, LLCDublinNo AUM fee | Not published | Not published | $5,500–$15,000/yr |
| Grant Street Wealth Management, LTD.Columbus | $150/hr | $500–$2,000 | $500/yr |
| Great Lakes Benefits and Wealth ManagementSandusky | $250/hr | Not published | Not published |
| Gryphon Financial PartnersColumbus | $100–$500/hr | $10,000 | Not published |
| Harding Financial GroupWesterville | $500/hr | $3,500–$7,000 | Not published |
| Harvest Money | Invest Your FaithCincinnati | $100–$500/hr | $2,400–$100,000 | $187/mo |
| Hda Wealth Management, LLCPoland | $60/hr | Not published | Not published |
| Heritage Financial Advisors, LLCWaterville | $150–$200/hr | Not published | Not published |
| Heritage Wealth AdvisorsCincinnati | Not published | $1,000 | Not published |
| Hicks Capital Management, LLCColumbus | $75–$500/hr | $500–$25,000 | Not published |
| Hindman Financial, LLCDoverNo AUM fee | $150/hr | Not published | Not published |
| Horter Investment Management, LLCCincinnati | $250–$600/hr | Not published | $20/mo |
| Huff Wealth Management LLCJohnstown | Not published | $1,000–$5,000 | Not published |
| Hughes Financial Group, LLCPerrysburg | $50–$150/hr | Not published | Not published |
| Hyland Wealth Management LLCGreen | Not published | $1,000–$6,000 | Not published |
| Incline WealthCleves | $250/hr | $300–$10,000 | Not published |
| Infinity Wealth Counsel, LLCLoveland | $300/hr | $2,500–$4,000 | $2,500/yr |
| Infresh, Inc.Findlay | Not published | Not published | $2,500/yr |
| Innerworks Wealth ManagementCincinnati | Not published | $1,000–$5,000 | Not published |
| Intentional Wealth PartnersCleveland | $400/hr | $2,500–$10,000 | $200–$900/mo |
| Intera Financial Planners LLCAvon Lake | $350/hr | Not published | $7,500–$50,000/yr |
| Ironkoor Retirement, LLCWest Chester | Not published | Up to $10,000 | Not published |
| James a Wynne LLCHinckley | Not published | $1,000 | Not published |
| James Investment Research IncXenia | $150/hr | Not published | $1,200–$3,000/yr |
| Jessup Wealth ManagementDayton | $125–$500/hr | Not published | Not published |
| Journey Wealth ManagementCleveland | Not published | Not published | $5,000–$125,000/yr |
| Keeler & Nadler Family WealthDublin | $500/hr | $10,000 | Not published |
| Kelly Financial Planning, LLCCincinnatiNo AUM fee | $425/hr | Not published | Not published |
| Kelos Wealth Planning, LLCCincinnati | Not published | $4,200–$10,000 | $13,750/yr |
| Kinetic Wealth Investment Advisors, LLCWestlake | $250/hr | $1,000 | Not published |
| Kirkey & Co. Financial Advisors, Inc.Hilliard | $250/hr | $16,000 | Not published |
| Kith & Kin WealthBroadview Heights | Not published | Not published | $350/mo |
| KLD Wealth ManagementLebanon | $194/hr | $500–$15,000 | Not published |
| Kohmann Bosshard Financial Services, LLC.Akron | Not published | $500 | Not published |
| Kosmin Wealth ManagementBeachwood | $150/hr | $300–$3,000 | Not published |
| Kovalcik & Geraghty Wealth Partners LLPUpper Arlington | $425/hr | $2,500–$10,000 | $1,562/qtr |
| Labrador Investments, LLCCincinnati | $150/hr | $500 | Not published |
| Lachance Wealth PartnersShaker Heights | Not published | $800–$10,000 | Not published |
| Landfall Financial Advisors, Inc.Columbus | $200/hr | Not published | Not published |
| Leclair Wealth PartnersDublin | Not published | $5,000–$250,000 | Not published |
| Legacy Finance Group LLCColumbia Station | $250/hr | $1,500–$10,000 | Not published |
| Lesjak Planning, LLCWestlake | $150/hr | Not published | Not published |
| Libertas Wealth Management Group, Inc.Columbus | $350/hr | Not published | Not published |
| Lifetime Financial Planning Solutions, LLCLancasterNo AUM fee | $300/hr | Not published | Not published |
| Lineweaver Wealth AdvisorsValley View | $50–$150/hr | $500–$2,500 | Not published |
| Live and Give FinancialCincinnati | $350/hr | $1,000–$10,000 | Not published |
| Lyon Capital StrategiesAkron | $150/hr | Not published | Not published |
| M. Thomas Capital ManagementChagrin Falls | $100–$500/hr | $1,000–$10,000 | $1,000–$10,000/yr |
| Macino Financial, LLCHolland | $190/hr | $595 | Not published |
| Mccarley & Cook Financial PlannersCincinnati | $200–$500/hr | Not published | Not published |
| Mediate Financial Investment Advisory Services, LLCCanfield | $150/hr | $300 | Not published |
| Meritum Wealth Management LLCCincinnati | $250–$350/hr | $100–$1,500 | Not published |
| Mev Value LLCHudson | $200–$500/hr | Not published | Not published |
| Michael G MillerWilloughbyNo AUM fee | $413/hr | Not published | Not published |
| Milestones FinancialColumbusNo AUM fee | $199/hr | Not published | Not published |
| Moment Financial PlanningCircleville | $150/hr | $500–$3,000 | $125–$300/mo |
| MoneyfluentColumbusNo AUM fee | $275/hr | $500–$10,000 | Not published |
| Moore Money SolutionsNoveltyNo AUM fee | $175/hr | Not published | $500/yr |
| Mount Vernon FinancialMount Vernon | Not published | $500–$8,000 | Not published |
| Moy Investment Management, LLCCincinnati | $100–$300/hr | Not published | Not published |
| MPM Wealth AdvisorsHolland | $100–$400/hr | Not published | Not published |
| Mundell Asset Management LLCCanal FultonNo AUM fee | $200/hr | $2,500 | Not published |
| Munn Wealth Management, LLCMaumee | Not published | $250–$5,000 | Not published |
| National Wealth Management Group, LLCCincinnati | Not published | Not published | $2,000–$5,000/yr |
| Northavenue LLCColumbusNo AUM fee | Not published | Not published | $3,600–$70,000/yr |
| Northpoint Financial Planning LLCMilford | $225/hr | $2,500–$5,000 | $3,000–$5,000/yr |
| Nye Wealth Management LLCHudson | $75–$250/hr | $2,500–$10,000 | Not published |
| Oberdorfer FinancialBlacklick | $500/hr | Not published | $12,000/yr |
| Objective Capital Management, LLCFairlawn | $250/hr | Not published | Not published |
| Oda and Company, Inc.Medina | $150–$300/hr | $2,000–$5,000 | Not published |
| Organic Wealth, LLCColumbus | $250/hr | $500–$15,000 | Not published |
| Paradigm Investment Advisory LLCAkronNo AUM fee | Not published | $1,000–$5,000 | Not published |
| Paradigm Wealth Management, LLCWestlake | $200/hr | Not published | Not published |
| Parallel Equity Advisors LTD.Dublin | $250/hr | $5,000 | Not published |
| Park Edge Advisors, LLCCleveland | Not published | $2,500–$15,000 | Not published |
| Partners Investment Services, IncCleveland Heights | $50–$500/hr | Not published | $200/qtr |
| Patriot Wealth Planners LLCMaumee | $300/hr | $1,000–$5,000 | Not published |
| Pay It Forward Financial Planning, LLCWorthingtonNo AUM fee | Not published | Not published | $600/mo |
| Peak Financial Partners, LLCGalena | $100–$200/hr | Not published | Not published |
| Peak Wealth SolutionsPepper Pike | $1,000/hr | $350–$5,000 | Not published |
| Peb Capital Management LLCColumbus | $300/hr | Not published | Not published |
| Peters Wealth GroupWesterville | $500/hr | Not published | $10,000/yr |
| Philipp Capital AdvisorsShaker Heights | $400/hr | Not published | Not published |
| Phillips Wealth Management LLCPickerington | Not published | $250–$1,500 | $5,000/yr |
| Pinnacle AdvisorsMansfield | Not published | $3,000–$20,000 | $7,500/yr |
| Poitinger Financial, Inc.FairlawnNo AUM fee | $250/hr | Not published | $1,000–$15,000/yr |
| Prasad Wealth PartnersIndependence | Not published | $500–$25,000 | Not published |
| Prelude FinancialWadsworth | $200/hr | $750 | $100–$400/mo |
| Presper Financial Architects, LLCAkron | $150–$350/hr | $1,000–$2,500 | Not published |
| Purpose1st FinancialHilliard | Not published | $2,500 | Not published |
| Purtill Financial LLCHighland Heights | $150/hr | Not published | Not published |
| Queen City Capital Management, LLCCincinnati | Not published | Not published | $5,000/yr |
| Queen City WealthCincinnati | Not published | $500–$3,000 | $100–$2,000/mo |
| Quiet Wealth ManagementCincinnatiNo AUM fee | $450/hr | Not published | Not published |
| R&b Financial ConsultantsWadsworthNo AUM fee | Not published | Not published | $800–$15,000/yr |
| Reaching Upward Financial Solutions LLCDayton | $100/hr | $750–$3,500 | Not published |
| Rebel Financial, LLCGroveport | Not published | Not published | $75/mo |
| Reservoir Wealth ManagementLima | Not published | $250 | $50–$600/mo |
| Resolute Wealth Advisor, Inc.Findlay | Not published | $2,500–$15,000 | Not published |
| Retirement Strategies, LTD.Dublin | $150–$300/hr | $750–$5,000 | $250–$2,500/yr |
| Ridge and Republic FinancialDayton | $400/hr | $500–$5,000 | $6,000/yr |
| Ridgeline Wealth Planning LLCCenterville | $400/hr | Not published | $500/qtr |
| Right Investment Team LLCAvon | Not published | $200–$1,000 | Not published |
| Rik Saylor Financial, Inc.Fairfield | $250/hr | Not published | Not published |
| Rockport Wealth AdvisorsFairview Park | $200–$400/hr | Not published | Not published |
| Ruiz Financial Group, LLCToledo | Not published | $250 | $750/mo |
| Russo Investment ManagementCincinnati | $350/hr | Not published | $300/qtr |
| S.c. Thomas & Associates, CPA, LLCMedina | $250/hr | Not published | Not published |
| Sand Run Wealth ManagementAkron | $250/hr | $1,000–$5,000 | $83/mo |
| Schuler Wealth Planning LLCPowell | $400/hr | $1,500–$6,500 | Not published |
| Selhorst Services Inc.PerrysburgNo AUM fee | $200/hr | $1,950 | Not published |
| Seven Hills Capital AdvisorsCincinnati | $175/hr | $300–$1,250 | Not published |
| Shaffer CapitalWesterville | $300/hr | $500 | Not published |
| Sheikh Investments, Inc.Columbus | $100–$250/hr | Not published | Not published |
| Shuttleworth & CompanyPowell | Not published | Not published | $500–$1,000/yr |
| Sims Investment Management LLCCincinnati | $250/hr | $1,000–$5,000 | Not published |
| SJS Investment ServicesSylvania | Not published | $1,000–$5,000 | Not published |
| Skybox Financial Group LLCMiddleburg Heights | $250/hr | $500 | $1,000–$15,000/yr |
| Smith Capital Management, LLCLoveland | Not published | $200–$2,000 | Not published |
| Solido Financial LLCCincinnati | Not published | $1,000–$5,000 | Not published |
| Spencer Hawkins Investment Adviser, LLCColumbus | $60–$1,000/hr | $1,800 | Not published |
| Spicer Wealth ManagementBeavercreek | $500/hr | $250 | Not published |
| Spillane Financial Planning, Inc.Lebanon | $200/hr | Not published | Not published |
| Spinnaker Financial Group, LLCIndependence | $200/hr | $10,000 | Not published |
| Spreng Capital Management, Inc.Bucyrus | $250/hr | Not published | Not published |
| SR Financial Services, Inc.Seven Hills | $150/hr | $250 | Not published |
| SRS Wealth ManagementLancaster | Not published | Up to $10,000 | Not published |
| Stepping Stone Advisors, LLCNorth RidgevilleNo AUM fee | $200/hr | Not published | $1,200/yr |
| Stone Tower Wealth AdvisorsCincinnati | $300/hr | $300–$10,000 | $1,000–$5,000/qtr |
| Strait Direction Wealth ManagementLyndhurst | $250/hr | $500–$6,000 | $2,500–$6,000/yr |
| Strategic Wealth Partners, LTD.Independence | $500/hr | $3,000 | Not published |
| Strong Investment Management, LLCCanton | Not published | $250–$950 | Not published |
| Symphony Financial Services, Inc.Akron | $300/hr | $500–$5,000 | Not published |
| T.i.p.s. 4 RepsAvon | Not published | $1,000–$50,000 | Not published |
| Tayyib Investments LLCToledo | $90–$160/hr | Not published | Not published |
| TCM Wealth AdvisorsFairlawn | $300–$600/hr | $1,500–$15,000 | $65/mo |
| TCP Asset Management, LLCUpper Arlington | Up to $500/hr | Up to $15,000 | Not published |
| Tempo WealthIndependence | Not published | $1,000–$3,000 | Not published |
| Tenacity Private WealthPowell | $250/hr | $5,000 | Not published |
| Tetelestai CapitalLoveland | $200/hr | Not published | $40/mo |
| Tfo Wealth PartnersMaumee | $150–$450/hr | $5,000–$25,000 | $500/qtr |
| The Freedom Experience, Inc.Fletcher | Not published | Not published | $10,000–$36,000/yr |
| The Hendrickson Advisory Group, Inc.Columbus | $250/hr | $500–$2,000 | $250/mo |
| The Pension GroupDublin | $100–$300/hr | $1,500–$5,000 | Not published |
| The Retirement Specialist of Central OhioNewark | $200/hr | $500–$3,500 | $94/mo |
| The Sherrington GroupColumbus | $200/hr | Not published | Not published |
| The Wealth Advantage Group, Inc.Columbus | $180–$250/hr | $2,500–$10,000 | Not published |
| Thomas Everett Investments, LLCColumbus | Not published | $1,000–$8,000 | $1,000/yr |
| Thunderbird Financial CoachingSylvania | $150/hr | Not published | Not published |
| Tidmore Retirement Planning SpecialistsBeachwood | Not published | Not published | $1,000/yr |
| Titan Wealth ManagementCincinnati | Not published | $1,000–$5,000 | Not published |
| TMT Investment AdviserLoveland | $200/hr | Not published | Not published |
| Tonjes Financial GroupFindlay | $275–$325/hr | $750–$5,000 | $300–$500/mo |
| Trajectory Financial PlanningUniversity HeightsNo AUM fee | $350/hr | $500–$10,000 | $150–$1,000/mo |
| Tranquil Path Financial PlanningBrooklyn Heights | $250–$500/hr | $1,000–$5,000 | $4,000–$50,000/yr |
| Transcend WealthWoodmere | $100–$250/hr | $500–$3,500 | Not published |
| Trendcalc DynamicsColumbus | Not published | Up to $15,000 | Not published |
| Trinity Financial Advisors LLCColumbus | Not published | Not published | $15,000–$50,000/yr |
| True Wealth Design, LLCAkron | $250–$1,000/hr | $2,500–$10,000 | $1,800/yr |
| Truepoint, Inc.Cincinnati | Not published | $2,500 | Not published |
| Truly Prosper Financial Planning LLCDublin | $300/hr | $2,000–$5,000 | $10,000–$25,000/yr |
| TVM AdvisorsHolland | $250–$350/hr | Not published | Not published |
| Unrivaled Wealth ManagementSalem | $500/hr | $500–$8,000 | Not published |
| Vaultis Private Wealth LTDCincinnati | $250/hr | $500 | Not published |
| Vawter Financial LTDColumbus | Not published | $5,000 | Not published |
| Victory Financial Services LLCMedina | $250/hr | $500–$5,000 | Not published |
| Ville Wealth ManagementAvon Lake | Not published | $10,000 | Not published |
| Virgil Wealth AdvisoryCincinnati | Not published | $1,500 | Not published |
| Vision Financial Management, LLCCuyahoga Falls | Not published | $750–$5,000 | Not published |
| W.a. Smith Financial GroupSandusky | Not published | $1,000–$25,000 | Not published |
| W.m. Baker Investments LLCDublin | $200/hr | $500–$5,000 | Not published |
| Walden FinancialGranville | $250/hr | $500–$10,000 | $1,200–$3,600/yr |
| Waller Financial Planning Group, Inc.Columbus | $350–$500/hr | Not published | Not published |
| Warther Private WealthAkron | $175/hr | $8,000–$50,000 | Not published |
| Wayne Financial LLCNorth Bend | Up to $500/hr | Not published | Not published |
| Wealth AccelCenterville | $400/hr | Not published | $1,375/mo |
| Wealth Management GroupTipp City | $400/hr | $250–$15,000 | Not published |
| Wealth Transitions, LLCCincinnati | Not published | $750–$10,000 | Not published |
| Wealthbridge Capital Management, LLCWesterville | $300/hr | Not published | $3,000/yr |
| Wealthought LLCUpper Arlington | $100–$500/hr | $100–$25,000 | Not published |
| Wealthquest CorporationCincinnati | Not published | Not published | $1,500/qtr |
| Weiser Financial Planning LLCLewis Center | $350/hr | $750–$5,000 | $500–$2,500/mo |
| Western Reserve Capital Management, LLCHudson | $250/hr | $2,500–$4,000 | $5,000/yr |
| Westlake AdvisorsLakewoodNo AUM fee | $250/hr | Not published | $2,000–$30,000/yr |
| What About Us FinancialBellbrook | $450/hr | Up to $2,500 | $150/mo |
| Whitaker-Myers Wealth Managers, LTD.Mansfield | $250/hr | $250–$5,000 | $150–$200/mo |
| Williamson Wealth ManagementCanton | $150–$200/hr | Not published | Not published |
| Wisdom Investment Strategies, LLCChagrin Falls | $300/hr | Not published | Not published |
| Wrought Iron Financial LLCCanal Fulton | $200/hr | $500–$4,000 | $100–$500/mo |
| Wurz Financial Services, LLCHolland | Not published | Up to $50,000 | $100–$4,000/mo |
| Yfp WealthNew Albany | Not published | $1,500 | $5,000/yr |
| Young Financial Planning LLCWesterville | $300/hr | Not published | Not published |
| Zenith Advisory Group, LLCCenterville | $150/hr | Not published | Not published |
| Zimmerman Capital ManagementSalem | $250/hr | Not published | $2,500/qtr |
No firms match these filters.
Other registered firms that do not publish dollar fees (247)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 365 Wealth Management Group, Mason
- 3CM Capital Management, LLC, North Canton
- A Schaffer Advisor Services, Norwalk
- Alc Investment Advisory Services, LLC, Dayton
- Andrews Wealth Management, LLC, Uniontown
- Angart & Co., Beachwood
- Appaloosa Wealth Management LLC, Independence
- Arseneau Financial, Westerville
- Axim Planning & Wealth, Springboro
- B.a. Schrock Wealth Management, Wadsworth
- Bahl & Gaynor LLC, Cincinnati
- Balanced Wealth Group LLC, Westlake
- BCD Advisors, Akron
- Beacon Hill Investment Advisory, LLC, Dublin
- Beese Fulmer Private Wealth Management, Canton
- Belleau Wood Advisors, Newark
- Belser Pinnacle Financial Advisors, LLC, Bellefontaine
- Bond Tech Inc, Bellbrook
- Borland Marker, Dayton
- Brilliant Advice, LLC, Cincinnati
- Buckeye Financial Solutions, Inc., Canton
- Budak Financial Group, LLC, Highland Heights
- Cambridge Financial and Tax Advisors, LLC., Columbus
- Camelot Portfolios, LLC, Maumee
- Canopy Partners, Cincinnati
- Capital Advisory Services, LLC, West Chester
- Chapman & Chapman Advisors LLC, Chagrin Falls
- Cincinnati Wealth Management, Inc., Cincinnati
- Clarion River Adventures, LLC, Canton
- Clearstead; Clearstead Advisory Solutions, Cleveland
- Cleveland Retirement Planning LLC, Westlake
- CM Wealth Advisors LLC, Beachwood
- Colburn Wealth Management, LLC, Grove City
- Compass Financial Group, Inc., Dublin
- Concordia Wealth Planning, LLC, Powell
- Constellation Wealth Advisors, Cincinnati
- Coordinated Financial Planning Corp, Cincinnati
- Cornerstone Family Office, LLC, Mayfield Heights
- Covenant Wealth Advisors, Westlake
- Creative Financial Solutions, LLC, Washington C. H.
- Croak Capital, Toledo
- Crowe Financial Group LLC, Hillsboro
- Cunningham Wealth Management, Broadview Heights
- Darby Creek Financial Advisors LLC, Plain City
- Dean Financial Advisory, LLC., Cincinnati
- Dean Financial Services, Beavercreek
- Defiant Financial Services LLC, Westlake
- Demers Financial Planning, Columbus
- Devtara Financial, Blue Ash
- Dffa, LLC, Mentor
- Dodok Wealth and Investment Advisors LLC, Dayton
- Dye Family Office, Canfield
- Dynasty Financial Planners, Worthington
- Eadvisor LLC, Cincinnati
- Edgewater Pro Sports Financial, Avon
- Egsi Investment Management, Dublin
- Ehmli Investment Advisors LLC, Dayton
- Elevate Wealth Management, New Albany
- Emvision Capital Advisors, LLC, Aurora
- Endeavor Wealth Advisors, LLC, Pepper Pike
- Equitta Advisors LLC, Milford
- Evans Wealth Management, Gallipolis
- Everhart Advisors, Dublin
- Family Wealth Advisory Group, LLC, Cincinnati
- FC Wealth Solutions LLC, Westerville
- Fike Advisors, LLC, Wooster
- Financial Counseling, Inc., Springboro
- Financial Guidance Investment Advisers, Inc., Olmsted Falls
- Financialfamilies, Carroll
- Firelands Wealth Management, LLC, Huron
- First Fiduciary Investment Counsel Inc, Cleveland
- First Mason Financial, LLC, Medina
- Firstten Financial, Westerville
- Forestview Financial Partners, LLC, Delaware
- Foster & Motley Inc, Cincinnati
- Fourth Dimension Financial Group, Perrysburg
- Fractal Financial Design, LLC, Medina
- Frazier Financial Advisors, LLC, Columbus
- Fusion Planning LLC, Wooster
- Future Finances Inc, Columbus
- G. Earl Mowrey & Co., L.L.C, Youngstown
- G2 Capital Management, LLC, Columbus
- Gartner Financial Advisors, Mason
- Gatepass Capital, LLC, Independence
- Gateway Asset Management, LLC, Independence
- Gateway Wealth, Inc., Stow
- Gould Ruma Financial Advisors, Toledo
- Great Lakes Retirement Planning, LLC, Cleveland
- Grenadilla Advisory LLC, Kirtland
- Gross Investments LLC, Valley City
- H&m Financial Advisors, Marion
- Hackman Financial Group, Cincinnati
- Hamilton Capital, Columbus
- Harvest Advisors, LLC, Canton
- Harvest Financial Advisors, LLC, West Chester
- Hawk100, Dublin
- HCM Wealth Advisors, Cincinnati
- HD Pinnacle Advisors, LTD., Mansfield
- Hero Investors, LLC, Cincinnati
- Highland Consulting Associates Inc., Cleveland
- Highline Wealth Solutions, Columbus
- Hixon Zuercher Capital Management, Findlay
- Horan Wealth, LLC, Cincinnati
- HP & Associates, Bellefontaine
- Impassioned Wealth Management LTD, Napoleon
- Independence Wealth Advisors, LLC, Independence
- Integrated Wealth Management, Inc., Uniontown
- Invest Capital Partners, Springboro
- Iron Gate Wealth Advisors, LLC, Poland
- Isaacs & Associates, LLC, Cincinnati
- Isgrig Capital Asset Management, LLC, Cincinnati
- Jacobs Wealth Management, LLC, Milford
- James Ruthsatz Pinnacle Advisors LLC, Sandusky
- Jericho Financial, Westerville
- JFJ Advisory Services LLC, Morrow
- JGR Financial Solutions, Canton
- Jim Earl Financial, Warren
- John E. Sestina and Company, Columbus
- Johnson Investment Counsel, Inc., Cincinnati
- Jovan, LTD., Ashland
- JPS Financial, LLC, Westlake
- Kedzior Wealth Management LLC, Independence
- Kee Huchok Wealth Management LLC, Canal Fulton
- Keystone Financial Planning, Inc, Westlake
- Kleinfelder Capital, Inc., Cincinnati
- Km&m Pinnacle, LTD., Mansfield
- KMG Fiduciary Partners, LLC, Toledo
- Kna Capital, Cincinnati
- Kyleshill Financial Planning, Columbus
- Lakeridge Wealth Management LLC, Mentor
- Landing Point Financial Group, Avon
- Legacy Financial Advisors, LLC, Solon
- Leither's Financial Planning, Inc., Blacklick
- Lighthouse Wealth Management, Inc., Ashland
- Lynch Financial Group, Dublin
- Mai Capital Management, LLC, Cleveland
- Mandel Financial Services, Cincinnati
- Mbia Capital Advisors, Cincinnati
- Mccollum Investment Advisors, Dayton
- Meridian Wealth Management, LLC, Dublin
- Meyer Gates Financial Advisors, Inc, West Chester
- MFH Investments Inc., Dayton
- Michael Brady & Co., LLC, Westlake
- Milestone Wealth Strategies, Columbus
- Monetary Solutions, LTD., Dayton
- Money & Clarity, Cincinnati
- New Horizon Wealth Management, LLC, Canton
- North Star Advisory Group, LLC, Beachwood
- Nottinghill Investment Advisers, LTD, Cincinnati
- Nvest Wealth Strategies, Inc., Powell
- Oak Park Wealth Management LLC, Lakewood
- Octavia Wealth Advisors LLC, Cincinnati
- Omega Capital Management LLC, New Albany
- Oncenter Financial Advisors LLC, Beachwood
- One Brick Capital, LLC, Columbus
- Palmetto Wealth Management, LLC, New Albany
- Partnership Financial, LLC, Columbus
- Patriot Asset Advisors, LLC, Pataskala
- PDS Planning Inc, Dublin
- Peak Retirement Planning, Inc., Columbus
- Peck & Associates, LLC, Independence
- Peerless Wealth, Columbus
- Pennant Wealth Management LLC, Avon
- Phase Line Financial, Cincinnati
- Polaris Financial Partners, LLC, Westerville
- Pomeroy Financial Planning, LLC., Cincinnati
- Prestige Wealth Management LLC, Strongsville
- Price Planning, LLC, Powell
- Prosperity Capital Advisors, Westlake
- Providence Financial Services, LLC, Rocky River
- R & M Consultants, LTD., Mansfield
- Radiant Wealth Advisory, LLC, Cincinnati
- Rea Wealth Management, New Philadelphia
- Redwood Financial Network, Solon
- Regency Financial, LLC, Dayton
- Resource Strategies Inc, Pepper Pike
- Retirement Planning Group, LLC, Mason
- Revisor Wealth Management LLC, Akron
- Richard Miller Financial Services, LLC, Zanesville
- Rightwealth Advisors, LLC, Miamisburg
- Ripple Effect Investment Strategies, LLC, Westerville
- River Wealth Management LLC, Medina
- Rodgers Capital Management, LLC, Canton
- Ronald J. Rich Financial Advising, Lakewood
- Rookwood Wealth Management, LLC, Cinti
- Roscoe Financial, Coshocton
- Royal Oak Financial Group, Worthington
- Safe Harbor Wealth Advisors, LLC, Dublin
- Safe Harbor Wealth Management, LLC, Dublin
- Sapphire Wealth, Chesterland
- Scalar Wealth LLC, Avon Lake
- Schmitt Wealth Advisers, LLC, Cincinnati
- Scott S. Duko, Registered Investment Advisor, LTD., Canfield
- Securawealth, Canton
- SFG Wealth Management LLC, Grove City
- Shawnee Investments & Planning, Cincinnati
- Shepherd Wealth Management, Cincinnati
- Shoreglass Financial Studio, Toledo
- Signal Tree Financial Partners LLC, Copley
- Signature Equity Partners, LLC, Columbus
- Souders Financial Advisors, LLC, Cincinnati
- Sound Asset Management, Inc., Mason
- Southward Financial Services, LLC, Groveport
- Square Peg Financial Advisory Services, LLC, Columbus
- SSB Managed Wealth, LLC, Canfield
- ST. Clair Advisors, LLC, Mayfield Heights
- Stage Ready Financial Planning, Oakwood
- Sterling Financial Group LLC, Worthington
- Strategic Planning, Inc., Columbus
- Sullivan Pinnacle Advisors, LTD., Akron
- SWS Partners, LLC, Columbus
- T Green Wealth Advisors LLC, Grove City
- T.t.g. Financial, Inc., Canton
- Taub Investment Planning Services LLC, Beachwood
- The Davenport Financial Group, Inc., Dayton
- The Estate Planning Team, Inc., Middleburg Heights
- The Joseph Group Capital Management, Columbus
- The Private Investment Group, Inc., Kettering
- The Siekmann Company, Plain City
- Theus Wealth Advisors, Sunbury
- Thor Wealth Management Inc, Cincinnati
- Total Financial Management, LLC, Poland
- Tricord Wealth Advisors, Columbus
- Trinity Wealth Management LLC, Cincinnati
- True North Financial Advisors, LLC, Hilliard
- Tudor Financial, Inc., Dayton
- Union Strategic Advisors, Blue Ash
- United Advisor Group, Cincinnati
- Van Winkle Wealth Management Group LLC, Newark
- Vanweelden Wealth Management, LLC, West Chester Township
- Vela Investment Management, LLC, New Albany
- Venture Visionary Partners LLC, Sylvania
- W3 Wealth Advisors, LLC, Akron
- Way Street Financial, LLC, Brunswick
- Wayne D. Minich & Company, Inc., Richfield
- Wealth Dimensions Family Office, Inc, Cincinnati
- Wealth Dimensions Group, LTD., Cincinnati
- Wealth Pinnacle, Inc., Centerville
- Well Spent Wealth Planning, Loveland
- Wellness Investment Advisers LLC, Piqua
- Wellspring Family Office, Cleveland
- Welspire LLC, Upper Arlington
- Whitcomb & Hess, Inc., Ashland
- Windsor Advisory Group, LLC, Columbus
- WS Wealth Management, LLC, Middleburg Heights
- Yarger Wealth Strategies, LLC, Westerville
- Zimmerman Advisory Group, LLC, Dublin
Cities in Ohio
- Akron 9
- Broadview Heights 3
- Canton 6
- Centerville 5
- Chagrin Falls 3
- Cincinnati 40
- Cleveland 9
- Columbus 31
- Dayton 7
- Dublin 19
- Fairlawn 3
- Findlay 3
- Holland 4
- Hudson 5
- Independence 5
- Lewis Center 3
- Loveland 6
- Mansfield 3
- Maumee 4
- Medina 4
- Middleburg Heights 3
- Perrysburg 3
- Powell 4
- Shaker Heights 3
- Toledo 4
- Upper Arlington 4
- Westerville 6
- Westlake 6
- Worthington 3