Fee-Only Financial Advisors in Ohio

Personal Choice Financial Advisors, LLC

Blue Ash, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Social Security Income Optimization, Long-term Care Planning, Health Insurance Planning, Charitable Giving

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

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Tranquil Path Financial Planning

Cleveland, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax Planning

Fee-Only financial planner in Cleveland, OH serving clients locally and across the country.

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.

Gateway Financial, LLC

Northfield, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, TSP and FERS Planning

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

Bollin Wealth Management LLC

Perrysburg, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management, Estate and Legacy Planning

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

Well Spent Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Cash Flow and Saving Strategy, Retirement Income Planning, Tax Planning, Wealth Management, Building Financial Security, P&G Profit Sharing Distribution

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

Firefly Wealth Management, LLC

Cleveland, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Value-based Investing, Estate Planning, Charitable Giving, Tax Planning, College Education Planning

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

Epic Financial

Hudson, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning

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

Kelly Financial Planning, LLC

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning Strategies, Debt and Cash Flow Management, College Funding Advice, Estate Planning Recommendations, Insurance Review, Tax Planning

Serving Individuals, Families & Groups from all Walks of Life. Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio serving clients nationwide.

Vawter Financial

Columbus, OH

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

VF has the depth of knowledge you are looking for with the service you expect. VF is a fee-only financial planning firm located in Columbus, OH, serving clients across the country. We charge a flat fee based on your individual complexity. Come see how we can improve your life!

Moneyfluent

Columbus, OH

Specialties: Comprehensive Financial Planning, Cash Flow Structure, Investment Advice, Short & Mid-Term Goals Planning, Retirement Planning, Financial Wellness, Rent or Buy a Home, Student Loans, Life Transitions

I help Millennials secure their financial future in 6 months, start-to-finish. Count on me as your expert resource as we launch your financial success together!

Your Story Financial, LLC

Dayton, OH

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

Yes! You Can Change Your Financial Story – ​ At any Stage! Virtual Fee-Only financial planner serving clients across the country.

Personal Financial Advisors, Inc.

Pickerington, OH

Specialties: Comprehensive Financial Planning

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

NorthAvenue Financial Advocates

Columbus, OH

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

NorthAvenue is a multi-advisor, woman-owned, fee-only financial planning company located in Columbus, OH, serving clients locally and across the country. For one transparent fee they provide a holistic one-stop-shop, focusing on investments, tax planning, & preparation.

F2 Wealth

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning and Transitions, Financial Independence, Solo and Second-Act Entrepreneurs, Advanced Investment Management, Equity Compensation Planning, Estate Planning, Tax Planning and Preparation, Insurance Planning, Protecting Your Wealth, Growing Your Wealth

F2 Wealth is purpose built to unify your financial life. We serve to address all aspects of your financial life including life planning, retirement planning, advanced portfolio management, tax management, insurance planning, and estate planning.

Gartner Financial Advisors

Loveland, OH

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

Flat fee financial planner located in Loveland, OH, serving clients locally and nationally.

Flegal Financial Planning

Cleveland, OH

Specialties: Tax Reduction Strategies, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation Tax Planning, Business Owner Tax Reduction Strategies, Tax Preparation

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

Michael Brady & Co., LLC

Westlake, OH

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

Fee-Only Financial Planner serving the greater Cleveland area.

Wrought Iron Financial LLC

Canal Fulton, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Prudent Investment Management, Tax Planning, Insurance Planning, Estate Planning, Corporate 401(k) Advice, Federal Retirement Benefits

Independent, Fee-Only financial planner located in Canal Fulton, OH, supporting hard-working men and their families. Whether you need to establish a new foundation or engineer your final masterpiece, we will help you forge a better financial future.

Demland Wealth LLC

Defiance, OH

Specialties: Comprehensive Financial Planning, Tax Efficient Retirement Planning, Financial Independence, Investment Management, Charitable Giving, College Savings, Biblical Financial Counseling

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

Practical Financial Planning

Rocky River, OH

Specialties: Holistic Financial Planning

Fiduciary. Fee-only. Holistic. Because investments alone aren't enough.™

TTG Financial Inc

Canton, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, 401k Administration

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

Birchcreek Wealth Management

Miami Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Workplace Retirement Plan 401k Advisory Services

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

Columbus Street Financial Planning, LLC

Dublin, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Planning, College Funding, Wealth Transfer, Philathropic Planning

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

Hyland Financial Planning

Green, OH

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Retirement Distribution Strategies

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

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

Milestones Financial, LLC

Columbus, OH

Specialties: Tax Planning, Portfolio Analysis, Insurance Review and Recommendations, Estate Planning, Retirement Planning, Cash Flow and Goal Planning, Investment Recommendations, Income (Bond) Ladder Recommendations

Tax-efficient retirement planning for a flat fee. Then come back for the financial advice you want – by the hour.

Personal Choice Financial Advisors

Cincinnati, OH

Specialties: Medical School Loans, Tax Planning, Investment Management, Retirement Income Planning, Benefits Analysis

Fee-Only Financial Planner serving the needs of physicians across the country.

Personal Choice Financial Advisors, LLC

Blue Ash, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Social Security Income Optimization, Long-term Care Planning, Health Insurance Planning, Charitable Giving

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

Artifex Financial Group

Dayton, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments

Fee-Only Financial Advisor serving the state of Ohio.

Valeo Financial Advisors

Columbus, OH

Specialties: Comprehensive Financial Planning, Stock Compensation Plans (RSUs, Stock Options, S-SARs, etc.), Real Estate Investments, Tax Planning, Estate Planning, Retirement Planning, Insurance & Risk Management

Fee-Only financial planner located in Columbus, Ohio, serving clients locally and across the country.

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

Forward Thinking Wealth Management

Akron, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investing

Flat Fee Financial Planning for High Stress Physicians Across the Country.

Western Reserve Capital Management

Hudson, OH

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

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

Weiser Financial Planning LLC

Lewis Center, OH

Specialties: Retirement Distribution/Income Planning, Financial/Life Coaching, Cash Flow Planning, Risk Management, Tax Planning, Social Security Optimization, Pension Maximization, Estate Planning

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.

Birchcreek Wealth Management

Miami Township, OH

Specialties: Comprehensive Financial Planning, Preparing for retirement , Investment Management, Selling a business , Saving toward education for children or grandchildren , Inheriting family assets , Caring for aging parents , Going through a family transition such as birth, marriage, or divorce

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

JGR Financial Solutions, LLC

North Canton, OH

Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Insurance Planning, Investment Management

When approaching retirement, it’s natural to wonder if you’ve saved enough to enjoy it all. We help you answer that question by building and implementing a retirement roadmap that confidently carries you to and through the retirement of your dreams.

Assurgent Wealth Management

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

Birchcreek Wealth Management

Miami Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Collaborative Divorce Planning, Workplace Retirement Plan 401k Advisory Services, College Education Planning, Tax Planning

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

Columbus Wealth Management

Columbus, OH

Specialties: Portfolio Management, Comprehensive Financial Planning, Business Planning, Tax Planning, Cash Flow and Retirement Income Planning, Estate Planning, Insurance Planning

Fee-Only financial advisor located in Columbus, OH, meeting virtually with clients nationwide and available in person to local clients.

Total Wealth Planning

Cincinnati, OH

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

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

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

Better Money Decisions

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Cash Flow Management, Estate Planning, Tax Planning, Insurance & Annuities

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

Cornerstone Wealth Management

Westlake, OH

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

A Fee-Only financial planning firm located in Westlake, OH, specialized in offering ongoing advice to help you worry less about money & get back to living your life

Alexander Financial Planning, Inc.

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Transition Planning

As your guide, we offer our extensive experience to help you strategize and choose wisely in your ongoing financial journey.

Organic Wealth

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Planning (Life, Disability, Long Term Care & Home/Auto)

Straightforward, honest, financial advice centered on your needs, not sales. Serving clients locally in Columbus, OH and across the country virtually.

Intentional Wealth Partners

Cleveland, OH

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners

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

Arcadia Financial Partners, LLC

Pickerington, OH

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

Conflict free, fee-only, flat fee and hourly financial planning and investment advice. Located in Pickerington, OH. Serving clients locally and across the country.

KLD Wealth Management

Lebanon, OH

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

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

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

Purtill Financial LLC

Highland Heights, OH

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

Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area. Also serving Southwest Florida.

Truly Prosper Financial Planning LLC

Dublin, OH

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

Financial Life Planning for Individuals Over 50. For a flat fee, we provide retirement planning + investment management + tax planning. We have offices in Dayton, OH, and Dublin, OH, serving clients locally and across the country.

Pomeroy Financial Planning, LLC

Cincinnati, OH

Specialties: Financial Planning, Retirement Planning, Retirement Income Strategies, Tax Planning, Investment Review & Analysis, Estate Planning, Financial Organization, Cash Flow Planning

Helping clients define the best life possible since 1996

Lively Financial

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Planning

Comprehensive financial planning with flexible fee options. Serving clients in the Cincinnati, OH area and across the country.

Beechmont Financial

Columbus, OH

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

As a fee-only, CERTIFIED FINANCIAL PLANNER™, I help clients nationwide in prioritizing their financial goals through proactive wealth management.

Precedent Financial Strategies

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Tax Planning, Divorce Planning, Retirement Income Planning, Investment Management

Fee-Only Financial Planner serving families in the Indianapolis, IN and Cincinnati, OH areas.

M. Thomas Capital Management

Chagrin Falls, OH

Specialties: Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner, Lawyer and Certified Public Accountant, located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country

Western Reserve Capital Management

Hudson, OH

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

Retirement Planning For Individuals and Families. Offices throughout Ohio, and serving clients across the country.

Centry Financial Advisors, LLC

Willoughby, OH

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

Fee-Only financial planner located in Willoughby, Ohio, serving clients virtually or in-person, both locally and across the country.

Unrivaled Wealth Management

Salem, OH

Specialties: Investment Management, Cash Flow and Retirement Planning, Tax Strategy, Estate Planning, Restricted Stock Units (RSUs), Non-qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Equity Compensation Monetization Plans

I help executives and key employees align their money with the life they want today and in the future. 100% free of financial jargon that puts you to sleep.

rebel Financial

Groveport, OH

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

Fee-Only Financial Planner Serving the Columbus, OH area

Lynch Financial Group LLC

Dublin, OH

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

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

Spillane Financial Planning, Inc.

Lebanon, OH

HCM Wealth Advisors

Cincinnati, OH

CooksonPeirce Wealth Management

Akron, OH

rebel Financial

Gahanna, OH

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Your Financial Pharmacist

New Albany, OH

Schuler Wealth Planning LLC

Lewis Center, OH

Jentner Wealth Management

Akron, OH

By Design Wealth Management

Steubenville, OH

Accountable Financial Planning LLC

Westerville, OH

Family Life Financial Planning

Mentor, OH

rebel Financial

Groveport, OH

NorthPoint Financial Planning

Delaware, OH

Anderson Financial Strategies

Dayton, OH

Summit Financial Strategies, Inc.

Columbus, OH

rebel Financial

Groveport, OH

MillennialFP

Dayton, OH

Gateway Financial, LLC

Northfield, OH

Spinnaker Financial Group, LLC

Independence, OH

Financial Freedom

Cincinnati, OH

Stage Ready Financial Planning

Oakwood, OH

Purtill Financial LLC

Highland Heights, OH

rebel Financial

Groveport, OH

rebel Financial

Gahanna, OH

Welsh Hills Financial

Newark, OH

Quiet Wealth Management

Cincinnati, OH

FinancialFamilies, LLC

Carroll, OH