Fee only financial advisors in Ohio who charge hourly or a flat fee
Jump to the 183 firms with published feesFee mediansOut-of-state firms (197)
302 fee only firms in Ohio offer financial planning for an hourly, flat or subscription fee. 183 of the 302 fee only firms in Ohio publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Ohio with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $250 (middle half $200-$350, 119 firms) and the median flat or project fee is $3,625 (middle half $2,500-$5,750, 94 firms). Updated November 2026.
Cities in Ohio
The 12 cities with the most planners that publish prices.
- Cincinnati 28 with prices
- Columbus 16 with prices
- Dublin 9 with prices
- Centerville 5 with prices
- Dayton 5 with prices
- Westerville 5 with prices
- Cleveland 4 with prices
- Avon 3 with prices
- Avon Lake 3 with prices
- Chagrin Falls 3 with prices
- Hudson 3 with prices
- Lewis Center 3 with prices
All 17 cities in Ohio, A to Z
- Avon 3 with prices
- Avon Lake 3 with prices
- Centerville 5 with prices
- Chagrin Falls 3 with prices
- Cincinnati 28 with prices
- Cleveland 4 with prices
- Columbus 16 with prices
- Dayton 5 with prices
- Dublin 9 with prices
- Hudson 3 with prices
- Lewis Center 3 with prices
- Loveland 3 with prices
- Perrysburg 3 with prices
- Toledo 3 with prices
- Upper Arlington 3 with prices
- Westerville 5 with prices
- Westlake 3 with prices
Fee only advisors in Ohio and their published fees
183 firms with published feesPlus 119 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Ohio medians: $250/hr, $3,625 flat, $500/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1TaxfinancialCincinnatiNo AUM fee | $300/hr above the Ohio median | Not published | Not published |
| Access Wealth Group, LLCDublin | $150- | Not published | % of assets |
| Accountable Financial Planning LLCWestervilleNo AUM fee | From $200/hr | Not published | No monthly fee$2,500/yr |
| AJD WealthCincinnatiCFP® | $500/hr above the Ohio median | Up to $30,000 | Up to $1,000/moUp to $1,000/mo |
| Alaminos Wealth PlanningDublinVirtual meetings | $300/hr above the Ohio median | $1,500- | No monthly feeFrom $4,800/yr |
| Alexander Financial Planning, Inc.ColumbusCFP® | Not published | $350- | No monthly fee$3,000- |
| Allied Planning PartnersBataviaNo AUM feeVirtual meetings | Not published | $750 below the Ohio median | No monthly fee$4,000/yr |
| Anfield Wealth ManagementClevelandCFP® | Not published | $500- | $200/mo below the Ohio median for monthly fees$200/mo below the Ohio median for monthly fees |
| Apricity Financial PlanningWhitehouseVirtual meetings | Not published | $3,000- | $250- |
| Arcadia Financial Partners, LLCPickeringtonCFP® | $350- | Not published | No monthly fee$3,500/yr |
| Arch City FinancialGrove City | $175- | $500- | $200- |
| Artifex Financial Group, LLCOakwoodVirtual meetings | Up to $250/hr | $2,500 below the Ohio median | % of assets |
| Athens Impact Socially Responsible InvestmentsAthensVirtual meetings | $250/hr near the Ohio median | $250- | % of assets |
| Bear & Eagle Investments LLCCleves | $100/hr below the Ohio median | Not published | % of assets |
| Belay FinanceMontgomeryNo AUM fee | $250/hr near the Ohio median | $2,500 below the Ohio median | Not published |
| Bell City Wealth, Inc.Hillsboro | $100- | Not published | % of assets |
| Bespoke Family AdvisorsMansfieldCFP® | Not published | $3,000- | No monthly fee$1,000- |
| Bigby Financial Planning, LLCLewis Center | $200/hr below the Ohio median | $1,000- | % of assets |
| Birchcreek Wealth Management, LLCMiami TownshipCFP® | Up to $500/hr | Not published | No monthly feeUp to $50,000/yr |
| Blake Schutter Theil Wealth Advisors, LLCDayton | $150- | Not published | % of assets |
| Blue AdvisorsUpper ArlingtonCFP® | $200/hr below the Ohio median | $1,500- | % of assets |
| Blue Jay Financial Group, LLCDefiance | Not published | $250- | % of assets |
| Bollin Wealth Management, LLCPerrysburgCFP® | $500/hr above the Ohio median | $3,000- | % of assets |
| Buckeye Wealth Partners, LLCCentervilleVirtual meetingsCFP® | $250- | $1,500- | $100- |
| BullRock Capital, LLCDublin | Not published | $500- | % of assets |
| Candela FinancialToledoVirtual meetings | $250/hr near the Ohio median | $4,000- | % of assets |
| Capstone Wealth PartnersDublin | Not published | $1,500 below the Ohio median | % of assets |
| Central Point Wealth Management LLCBeavercreek Township | $100/hr below the Ohio median | Not published | No monthly fee$1,250- |
| Chapters To WealthLewis CenterNo AUM feeCFP® | $325/hr above the Ohio median | $650 below the Ohio median | $150- |
| Chrys Financial Planning, LLCWyomingCFP® | $150/hr below the Ohio median | $2,500 below the Ohio median | % of assets |
| Cincinnati Wealth Management, Inc.CincinnatiCFP® | $400/hr above the Ohio median | Not published | $300- |
| Clark SoetenColumbus2025 brochure | $300/hr | $500- | $100- |
| ClearMind CapitalColumbusCFP® | Not published | Not published | $100- |
| Cochran Wealth Management LLCMartinsville | $150- | $1,000- | % of assets |
| Cognition Financial LLCDublinCFP® | $250/hr near the Ohio median | $500- | % of assets |
| Columbus Street Wealth Management, LLCDublinNo AUM feeCFP® | Up to $250/hr | $1,000- | Not published |
| Columbus Wealth ManagementDublin | $500/hr above the Ohio median | From $6,000 | No monthly feeFrom $6,000/yr |
| Cornerstone Wealth ManagementWestlake | $300- | $1,500- | No monthly fee$3,000- |
| DBK Financial Counsel, LLCCuyahoga Falls | $295/hr above the Ohio median | Not published | % of assets |
| Deem Asset ManagementUniontown | $125/hr below the Ohio median | Not published | % of assets |
| Demland Wealth LLCDefianceCFP® | $200/hr below the Ohio median | Not published | No monthly fee$12,000/yr |
| Demma-Novak Wealth ManagementDayton | $300/hr above the Ohio median | Not published | % of assets |
| Derenzo Advisors LLCDayton | $350/hr above the Ohio median | Not published | % of assets |
| Dodok Wealth and Investment Advisors LLCDayton | Up to $500/hr | Not published | % of assets |
| Duke Financial ServicesHamilton | $125/hr below the Ohio median | $400- | % of assets |
| Dunphy Wealth Management, Inc.CincinnatiCFP® | $75- | Not published | % of assets |
| Endeavor Wealth Advisors, LLCPepper PikeCFP® | $300/hr above the Ohio median | From $2,500 | % of assets |
| EntryPoint Wealth ManagementCincinnatiVirtual meetingsCFP® | $300/hr above the Ohio median | From $5,000 | % of assets |
| Epic Financial, LLCHudsonCFP® | $250/hr near the Ohio median | $500- | No monthly fee$1,200- |
| Epoch Wealth ManagementChagrin FallsCFP® | $450/hr above the Ohio median | $5,000 above the Ohio median | $667- |
133 more firms with published fees
- Ethos Financial Planning · Cleveland · $2,000-$10,000 flat · $2,000-$4,000/mo
- F2 Wealth · Cincinnati · $2,500-$4,000 flat · $625/qtr · $25,000/yr
- Fairpoint Wealth Management, LLC · Olmsted Falls · $200-$250/hr · $500-$10,000 flat · $100-$600/mo
- Family Financial Planning, LLC · Cortland · Up to $250/hr · $2,500-$25,000/yr
- Family Life Financial Planning · Mentor · Up to $2,500 flat · $100-$300/mo
- FC Wealth Solutions LLC · Westerville · $1,000-$5,000 flat
- Fein Advisors · Cincinnati · $125/hr · $600-$3,500 flat
- Fiduciary Wealth Group, LLC · Centerville · Up to $350/hr · Up to $12,500 flat
- Finance 180 · Columbus · $400-$4,000 flat
- Financial Freedom · Cincinnati · $150/hr · $3,000-$4,500 flat · $8,000-$25,000/yr
- Financial Rounds · Cincinnati · $100-$500/mo · $6,000/yr
- Firefly Wealth Management · Cleveland · From $5,000 flat
- FirstTen Financial · Westerville · $500-$6,000 flat · $500-$1,500/qtr
- Flegal Financial Planning · Berea · $250/hr · $1,000-$15,000 flat · $1,000-$30,000/yr
- Forward Thinking Wealth Management · Copley · $10,000-$30,000/yr
- FSC Advisors LLC · North Canton · $125/hr
- Gateway Financial · Northfield · $500/hr · $500-$30,000 flat · $4,000-$30,000/yr
- Generations Wealth, LLC · Cincinnati · $1,500-$6,000 flat
- Gianola Financial Planning, LLC · Worthington · $1,500 flat · From $3,500/yr
- Grenadilla Advisory LLC · Kirtland · $250-$500/hr · $1,000-$5,000 flat
- Hamilton Capital · Columbus · $2,500 flat
- Huff Wealth Management LLC · Johnstown · $1,000-$5,000 flat
- Hughes Financial Group, LLC · Perrysburg · $150/hr
- Hyland Wealth Management LLC · Green · $1,000-$6,000 flat
- Incline Wealth · Cleves · $250/hr · $300-$10,000 flat · $100-$2,000/mo
- Infinity Wealth Counsel, LLC · Loveland · $300/hr · $2,500-$4,000 flat
- InnerWorks Wealth Management · Cincinnati · $1,000-$5,000 flat
- Intentional Wealth Partners · Cleveland · $400/hr · $2,500-$10,000 flat · $200-$900/mo
- Intera Financial Planners LLC · Avon Lake · $350/hr · $7,500-$50,000/yr
- Iron Gate Wealth Advisors, LLC · Poland · Up to $200/hr · $200-$2,000 flat
- Ironkoor Retirement, LLC · West Chester · Up to $10,000 flat · $750-$2,500/qtr
- James a Wynne LLC · Hinckley · $1,000 flat
- Kelda Wealth Management LLC · Cuyahoga Falls · $2,000-$5,000 flat
- Kelly Financial Planning, LLC · Cincinnati · $425/hr
- Kelos Wealth Planning, LLC · Cincinnati · $4,200-$10,000 flat
- Kirkey & Co. Financial Advisors, Inc. · Hilliard · $250/hr · Up to $16,000 flat
- KLD Wealth Management · Lebanon · $195/hr · $500-$15,000 flat · $50-$1,000/mo
- Kohmann Bosshard Financial Services, LLC. · Akron · From $500 flat
- Kovalcik & Geraghty Wealth Partners LLP · Upper Arlington · $425/hr · $2,500-$10,000 flat
- LaChance Wealth Partners · Shaker Heights · $800-$10,000 flat
- Landfall Financial Advisors, Inc. · Columbus · $200/hr
- Landing Point Financial Group · Avon · Up to $50,000 flat
- Legacy Finance Group LLC · Columbia Station · $250/hr · $1,500-$10,000 flat
- Lesjak Planning, LLC · Westlake · $150/hr
- Libertas Wealth Management Group, Inc. · Columbus · $500/hr
- Lifetime Financial Planning Solutions, LLC · Lancaster · $300/hr
- Live and Give Financial · Cincinnati · $350/hr · $1,000-$10,000 flat · $300-$2,500/qtr
- M. Thomas Capital Management · Chagrin Falls · $100-$500/hr · $1,000-$10,000 flat · $1,000-$10,000/yr
- McCarley & Cook Financial Planners · Cincinnati · $200-$500/hr
- MEV Value LLC · Hudson · $200-$500/hr
- Milestones Financial · Columbus · $295/hr
- Moment Financial Planning · Circleville · $150/hr · $400-$600 flat · $125-$300/mo
- Moneyfluent · Columbus · $275/hr · $500-$10,000 flat · $100-$500/qtr
- Moore Money Solutions · Novelty · $175/hr · $500/yr
- Mount Vernon Financial · Mount Vernon · $500-$8,000 flat
- Moy Investment Management, LLC · Cincinnati · $100-$300/hr
- NorthAvenue LLC · Columbus · $3,600-$70,000/yr
- NorthPoint Financial Planning LLC · Milford · $225/hr · $2,500-$5,000 flat · $3,000-$5,000/yr
- Oak Park Wealth Management LLC · Lakewood · Up to $225/hr
- OnCenter Financial Advisors LLC · Beachwood · Up to $450/hr
- Organic Wealth, LLC · Columbus · $250/hr · $500-$15,000 flat · $100-$1,000/mo
- Paradigm Wealth Management, LLC · Westlake · $200/hr
- Pay It Forward Financial Planning, LLC · Worthington · Up to $600/mo
- Pennant Wealth Management LLC · Avon · $300/hr · $1,500-$10,000 flat
- Philipp Capital Advisors · Shaker Heights · $400/hr · $250-$833/mo
- Pinnacle Advisors · Mansfield · $3,000-$20,000 flat · $1,850/qtr
- Pomeroy Financial Planning, LLC. · Cincinnati · Up to $350/hr
- Prelude Financial · Wadsworth · $200/hr · $100-$400/mo
- Purtill Financial LLC · Highland Heights · $150/hr
- Queen City Capital Management, LLC · Cincinnati · $5,000/yr
- Queen City Wealth · Cincinnati · $300-$10,000 flat · $100-$2,000/mo
- Quiet Wealth Management · Cincinnati · $450/hr
- Reservoir Wealth Management · Lima · $50-$600/mo
- Richard Miller Financial Services, LLC · Zanesville · $100-$200/hr · $500-$2,000 flat
- Ridge and Republic Financial · Dayton · $400/hr · $500-$5,000 flat · $1,500/qtr
- Ridgeline Wealth Planning LLC · Centerville · $400/hr · $500/qtr
- Right Investment Team LLC · Avon · $200-$1,000 flat
- Ruiz Financial Group, LLC · Toledo · Up to $500/hr · $1,000-$20,000 flat · $750/mo
- Russo Investment Management · Cincinnati · $350/hr
- S.C. Thomas & Associates, CPA, LLC · Medina · $250/hr
- Sand Run Wealth Management · Akron · $250/hr · $1,000-$5,000 flat
- Scalar Wealth LLC · Avon Lake · $300/hr
- Schuler Wealth Planning LLC · Powell · $400/hr · $1,500-$6,500 flat
- Selhorst Services Inc. · Perrysburg · $1,950 flat
- Seven Hills Capital Advisors · Cincinnati · $175/hr · $300-$1,250 flat
- Shaffer Capital · Westerville · From $500 flat
- Signal Tree Financial Partners LLC · Copley · Up to $50,000 flat
- Spillane Financial Planning, Inc. · Lebanon · $200/hr
- Spinnaker Financial Group, LLC · Independence · $200/hr · Up to $10,000 flat
- Spreng Capital Management, Inc. · Bucyrus · $250/hr
- Sr Financial Services, Inc. · Seven Hills · $150/hr
- Stage Ready Financial Planning · Oakwood · $495-$1,000/mo
- Stepping Stone Advisors, LLC · North Ridgeville · $200/hr
- Stone Tower Wealth Advisors · Cincinnati · $300/hr · $300-$10,000 flat · $1,000-$5,000/qtr
- SWS Partners, LLC · Columbus · $5,000/yr
- Tayyib Investments LLC · Toledo · $90-$160/hr
- TCM Wealth Advisors · Fairlawn · $300-$600/hr · $1,500-$15,000 flat · $65/mo
- Tetelestai Capital · Loveland · $200/hr
- The Freedom Experience, Inc. · Fletcher · $10,000-$36,000/yr
- The Hendrickson Advisory Group, Inc. · Columbus · $250/hr · $500-$5,000 flat · $250/mo
- The Sherrington Group · Columbus · $200/hr
- The Wealth Advantage Group, Inc. · Columbus · $180-$250/hr · $2,500-$10,000 flat
- Thunderbird Financial Coaching · Sylvania · $150/hr
- Titan Wealth Management · Cincinnati · $1,000-$5,000 flat
- TMT Investment Adviser · Loveland · $200/hr
- Tonjes Financial Group · Findlay · $275-$325/hr · $750-$5,000 flat · $300-$500/mo
- Total Financial Management, LLC · Poland · $100-$500/hr · From $350 flat
- Trajectory Financial Planning · University Heights · $350/hr · $500-$10,000 flat · $150-$1,000/mo · $450-$3,000/qtr
- Transcend Wealth · Woodmere · $100-$250/hr · $500-$3,500 flat
- Truly Prosper Financial Planning LLC · Dublin · $300/hr · $2,000-$5,000 flat · $10,000-$25,000/yr
- TVM Advisors · Holland · $250-$350/hr
- Unrivaled Wealth Management · Salem · $500/hr · $3,000-$20,000 flat
- Victory Financial Services LLC · Medina · $250/hr · $500-$5,000 flat
- Ville Wealth Management · Avon Lake · $1,000-$10,000 flat · $100-$1,000/mo
- Virgil Wealth Advisory · Cincinnati · $1,500 flat
- W.M. Baker Investments LLC · Dublin · $200/hr · $500-$5,000 flat · 2024 brochure
- Walden Financial · Granville · $250/hr · $500-$10,000 flat · $1,200-$3,600/yr
- Waller Financial Planning Group, Inc. · Columbus · $350-$500/hr
- Wealth Accel · Centerville · $400/hr · $500-$3,000/mo
- Wealth Dimensions Family Office, Inc · Cincinnati · $250-$500/hr
- Wealth Dimensions Group, Ltd. · Cincinnati · $150-$350/hr
- Wealth Pinnacle, Inc. · Centerville · $300/hr
- Wealth Transitions, LLC · Cincinnati · $750-$10,000 flat
- Wealthought LLC · Upper Arlington · $100-$500/hr · $100-$25,000 flat
- Weiser Financial Planning LLC · Lewis Center · $350/hr · $1,500-$20,000 flat · $500-$2,500/mo
- Western Reserve Capital Management, LLC · Hudson · $250/hr · $2,500-$4,000 flat · $5,000/yr
- Westlake Advisors · Lakewood · $250/hr · $2,000-$30,000/yr
- What About Us Financial · Bellbrook · $450/hr · $450-$10,000 flat · $150/mo
- Wisdom Investment Strategies, LLC · Chagrin Falls · $300/hr
- Wrought Iron Financial LLC · Canal Fulton · $200/hr · $500-$4,000 flat · $100-$500/mo
- YFP Wealth · New Albany · $1,500 flat
- Young Financial Planning LLC · Westerville · $300/hr
- Zimmerman Capital Management · Salem · $250/hr
Other registered firms that don't publish dollar fees (119)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- A Schaffer Advisor Services, Norwalk
- ALC Investment Advisory Services, LLC, Dayton
- Andrews Wealth Management, LLC, Uniontown
- Angart & Co., Beachwood
- Appaloosa Wealth Management LLC, Independence
- Beacon Hill Investment Advisory, LLC, Dublin
- Beese Fulmer Private Wealth Management, Canton
- Belleau Wood Advisors, Newark
- Bellwether Investment Services LLC, Loveland
- Belser Pinnacle Financial Advisors, LLC, Bellefontaine
- Blue Chip Financial Advisors, Inc., Seville
- 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
- Carnegie Investment Counsel, Pepper Pike
- Clearstead; Clearstead Advisory Solutions, Cleveland
- Cleveland Retirement Planning LLC, Westlake
- CM Wealth Advisors LLC, Beachwood
- Colburn Wealth Management, LLC, Grove City
- Concordia Wealth Planning, LLC, Powell
- Coordinated Financial Planning Corp, Cincinnati
- Cornerstone Family Office, LLC, Mayfield Heights
- Dean Financial Advisory, LLC., Cincinnati
- Demers Financial Planning, Columbus
- Devtara Financial, Blue Ash
- DFFA, LLC, Mentor
- eAdvisor LLC, Cincinnati
- Evans Wealth Management, Gallipolis
- Family Wealth Advisory Group, LLC, Cincinnati
- Financial Counseling, Inc., Springboro
- FinancialFamilies, Carroll
- First Fiduciary Investment Counsel Inc, Cleveland
- First Mason Financial, LLC, Medina
- Fortifi Capital, LLC, Akron
- Foster & Motley Inc, Cincinnati
- Fractal Financial Design, LLC, Medina
- G. Earl Mowrey & Co., L.L.C, Youngstown
- Gartner Financial Advisors, Mason
- H&M Financial Advisors, Marion
- Harvest Advisors, LLC, Canton
- Harvest Financial Advisors, LLC, West Chester
- HCM Wealth Advisors, Cincinnati
- HD Pinnacle Advisors, Ltd., Mansfield
- Highland Consulting Associates Inc., Cleveland
- Hixon Zuercher Capital Management, Findlay
- HP & Associates, Bellefontaine
- Impassioned Wealth Management Ltd, Napoleon
- Infresh, Inc., Findlay
- Isgrig Capital Asset Management, LLC, Cincinnati
- Jacobs Wealth Management, LLC, Milford
- James Ruthsatz Pinnacle Advisors LLC, Sandusky
- JFJ Advisory Services LLC, Morrow
- JGR Financial Solutions, Canton
- John E. Sestina and Company, Columbus
- Journey Wealth Management, Cleveland
- Jovan, Ltd., Ashland
- Kee Huchok Wealth Management LLC, Canal Fulton
- Keystone Financial Planning, Inc, Westlake
- Kith & Kin Wealth, Broadview Heights
- KMG Fiduciary Partners, LLC, Toledo
- KNA Capital, Cincinnati
- KylesHill Financial Planning, Columbus
- Legacy Financial Advisors, LLC, Solon
- Leither's Financial Planning, Inc., Blacklick
- Lynch Financial Group, Dublin
- 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
- Nvest Wealth Strategies, Inc., Powell
- One Brick Capital, LLC, Columbus
- Palmetto Wealth Management, LLC, New Albany
- Partners Investment Services, Inc, Cleveland Heights
- Partnership Financial, LLC, Columbus
- PDS Planning Inc, Dublin
- Peck & Associates, LLC, Independence
- Phase Line Financial, Cincinnati
- Polaris Financial Partners, LLC, Westerville
- Price Planning, LLC, Powell
- R & M Consultants, Ltd., Mansfield
- Rebel Financial, LLC, Groveport
- Rodgers Capital Management, LLC, Canton
- Rookwood Wealth Management, LLC, Cinti
- Roscoe Financial, Coshocton
- Schmitt Wealth Advisers, LLC, Cincinnati
- SecuraWealth, Canton
- Shawnee Investments & Planning, Cincinnati
- Shepherd Wealth Management, Cincinnati
- Shoreglass Financial Studio, Toledo
- Sound Asset Management, Inc., Mason
- Southward Financial Services, LLC, Groveport
- SSB Managed Wealth, LLC, Canfield
- St. Clair Advisors, LLC, Mayfield Heights
- Sullivan Pinnacle Advisors, Ltd., Akron
- T Green Wealth Advisors LLC, Grove City
- T.T.G. Financial, Inc., Canton
- The Joseph Group Capital Management, Columbus
- The Private Investment Group, Inc., Kettering
- Thor Wealth Management Inc, Cincinnati
- Trinity Financial Advisors LLC, Columbus
- Trinity Wealth Advisors, Inc., Powell
- Trinity Wealth Management LLC, Cincinnati
- True North Financial Advisors, LLC, Hilliard
- Truepoint, Inc., Cincinnati
- Vawter Financial Ltd, Columbus
- Vela Investment Management, LLC, New Albany
- Well Spent Wealth Planning, Loveland
- Wellness Investment Advisers LLC, Piqua
- Wellspring Family Office, Cleveland
- Welspire LLC, Upper Arlington
- Windsor Advisory Group, LLC, Columbus
- WS Wealth Management, LLC, Middleburg Heights
Firms based in other states that are registered in Ohio (197)
Showing the 19 of these 197 firms whose brochures mention virtual meetings. See all 197 firms.
These firms are based in another state and are registered in Ohio. The list isn't complete: a firm with five or fewer clients in Ohio doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
19 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
19 firms with published fees
- Better Pockets Financial · Fort Collins, CO · $250/hr · $500-$15,000 flat · $100-$150/mo
- Brownson, Rehmus & Foxworth, Inc. · Chicago, IL · $150-$500/hr
- Clover Leaf Financial LLC · Fairport, NY · $250-$500/hr
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Equita Financial Network, Inc. · Fort Washington, PA · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- Fortitude Private Wealth · Carmel, IN · $300/hr · $3,000-$10,000 flat
- Haws Financial Planning LLC · Sierra Vista, AZ · $100-$500/hr · $950-$10,000 flat · $100-$1,000/mo
- John T. McCarthy, LLC · Longboat Key, FL · $3,000-$25,000/yr
- LifeGuide Financial Advisors, LLC · Mechanicsburg, PA · Up to $800/hr · Up to $50,000 flat · $4,800/yr
- Living Room Wealth Management · Fort Collins, CO · $300/hr · $7,500/yr
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Tilly, Inc. · Raleigh, NC · $250/hr
- Unity Wealth Strategies · Colorado Springs, CO · $250/hr · Up to $5,000 flat
- WealthGuides LLC · Indianapolis, IN · $499/hr · $499/mo
- Wealthview Capital, LLC · Jackson, MS · $150-$500/hr · $1,500-$25,000 flat
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Zenith Wealth Partners · Philadelphia, PA · $2,000-$10,000 flat · $1,000/mo
Key findings from the filings
- The median hourly rate in Ohio, $250 from 119 firms, is tied for the 3rd lowest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $300.
- The median flat or project fee in Ohio, $3,625 from 94 firms, is the 6th lowest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $5,000.
- Of the 183 Ohio firms that publish fees, 73% publish an hourly rate, 61% a flat or project fee, and 24% a monthly or quarterly fee; across the US the shares are 73%, 55%, and 21%.
- 23 of the 183 Ohio firms that publish fees (13%) charge no fee based on a percentage of assets, compared with 14% across the US.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $250/hr | $200- | 119 firms |
| Flat or project fee | $3,625 | $2,500- | 94 firms |
| Subscription (per month) | $500/mo | $250- | 41 firms |
| Annual fee | $7,050/yr | $5,000- | 28 firms |
How Ohio compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.