Subscription financial advisors in Ohio
Jump to the 44 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in Ohio is $500 a month (middle half $250-$650), from 41 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 10 firms in Ohio only quote a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in Ohio and their published fees
44 firms with published fees
Ohio medians: $250/hr, $3,625 flat, $500/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| TCM Wealth AdvisorsFairlawnCFP® | $300- | $1,500- | $65/mo below the Ohio median$65/mo below the Ohio median |
| MoneyfluentColumbusNo AUM feeCFP® | $275/hr near the Ohio median | $500- | $33- |
| What About Us FinancialBellbrookCFP® | $450/hr above the Ohio median | $450- | $150/mo below the Ohio median$150/mo below the Ohio median |
| Ridgeline Wealth Planning LLCCenterville | $400/hr above the Ohio median | Not published | $167/mo below the Ohio median$500/qtr ($167/mo) below the Ohio median |
| Family Life Financial PlanningMentor | Not published | Up to $2,500 | $100- |
| Anfield Wealth ManagementClevelandCFP® | Not published | $500- | $200/mo below the Ohio median$200/mo below the Ohio median |
| F2 WealthCincinnatiCFP® | Not published | $2,500- | $208/mo below the Ohio median$625/qtr ($208/mo)$25,000/yr below the Ohio median |
| Moment Financial PlanningCircleville | $150/hr below the Ohio median | $400- | $125- |
| Buckeye Wealth Partners, LLCCentervilleVirtual meetingsCFP® | $250- | $1,500- | $100- |
| Prelude FinancialWadsworth | $200/hr below the Ohio median | Not published | $100- |
| The Hendrickson Advisory Group, Inc.ColumbusCFP® | $250/hr near the Ohio median | $500- | $250/mo below the Ohio median$250/mo below the Ohio median |
| Financial RoundsCincinnati | Not published | Not published | $100- |
| Wrought Iron Financial LLCCanal FultonVirtual meetingsCFP® | $200/hr below the Ohio median | $500- | $100- |
| Reservoir Wealth ManagementLima | Not published | Not published | $50- |
| FirstTen FinancialWestervilleNo AUM fee | Not published | $500- | $167- |
| Fairpoint Wealth Management, LLCOlmsted Falls | $200- | $500- | $100- |
| Apricity Financial PlanningWhitehouseVirtual meetings | Not published | $3,000- | $250- |
| Tonjes Financial GroupFindlay | $275- | $750- | $300- |
| Live and Give FinancialCincinnatiVirtual meetingsCFP® | $350/hr above the Ohio median | $1,000- | $100- |
| Chapters To WealthLewis CenterNo AUM feeCFP® | $325/hr above the Ohio median | $650 below the Ohio median | $150- |
| Arch City FinancialGrove City | $175- | $500- | $200- |
| Ridge and Republic FinancialDaytonVirtual meetings | $400/hr above the Ohio median | $500- | $500/mo near the Ohio median$1,500/qtr ($500/mo) near the Ohio median |
| KLD Wealth ManagementLebanonCFP® | $195/hr below the Ohio median | $500- | $50- |
| Philipp Capital AdvisorsShaker Heights | $400/hr above the Ohio median | Not published | $250- |
| Ironkoor Retirement, LLCWest ChesterVirtual meetingsCFP® | Not published | Up to $10,000 | $250- |
| Organic Wealth, LLCColumbusVirtual meetings | $250/hr near the Ohio median | $500- | $100- |
| Ville Wealth ManagementAvon LakeCFP® | Not published | $1,000- | $100- |
| Intentional Wealth PartnersClevelandCFP® | $400/hr above the Ohio median | $2,500- | $200- |
| Trajectory Financial PlanningUniversity HeightsCFP® | $350/hr above the Ohio median | $500- | $150- |
| Pay It Forward Financial Planning, LLCWorthingtonNo AUM feeCFP® | Not published | Not published | Up to $600/moUp to $600/mo |
| Pinnacle AdvisorsMansfieldCFP® | Not published | $3,000- | $617/mo above the Ohio median$1,850/qtr ($617/mo) above the Ohio median |
| ClearMind CapitalColumbusCFP® | Not published | Not published | $100- |
| Cincinnati Wealth Management, Inc.CincinnatiCFP® | $400/hr above the Ohio median | Not published | $300- |
| Stage Ready Financial PlanningOakwoodCFP® | Not published | Not published | $495- |
| Ruiz Financial Group, LLCToledoCFP® | Up to $500/hr | $1,000- | $750/mo above the Ohio median$750/mo above the Ohio median |
| Stone Tower Wealth AdvisorsCincinnatiVirtual meetingsCFP® | $300/hr above the Ohio median | $300- | $333- |
| AJD WealthCincinnatiCFP® | $500/hr above the Ohio median | Up to $30,000 | Up to $1,000/moUp to $1,000/mo |
| Incline WealthCleves | $250/hr near the Ohio median | $300- | $100- |
| Queen City WealthCincinnatiVirtual meetings | Not published | $300- | $100- |
| Epoch Wealth ManagementChagrin FallsCFP® | $450/hr above the Ohio median | $5,000 above the Ohio median | $667- |
| Weiser Financial Planning LLCLewis CenterCFP® | $350/hr above the Ohio median | $1,500- | $500- |
| Wealth AccelCentervilleCFP® | $400/hr above the Ohio median | Not published | $500- |
| Ethos Financial PlanningClevelandVirtual meetings | Not published | $2,000- | $2,000- |
| Clark SoetenColumbus2025 brochure | $300/hr | $500- | $100- |
Subscription fees in Ohio: key findings
- The median subscription fee in Ohio, $500 a month from 41 firms, is $25 above the US median of $475 a month (1,036 firms).
- The median subscription fee in Ohio (41 firms) is tied for the 11th highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the Ohio median ($500 a month, 41 firms) comes to $6,000 before any upfront fee, against a median of $3,625 for a one time plan in Ohio (94 firms).
- 13 of the 41 Ohio firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 27 of the 41 Ohio firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $500/mo | $250- | 41 firms |