Fee-only financial advisors in Ohio

389 fee-only investment advisers in Ohio serve individuals, across 109 cities. 295 offer hourly or flat-fee arrangements and 209 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• Cincinnati 64
• Columbus 47
• Dublin 21
• Cleveland 16
• Westlake 12
• Dayton 12
• Beachwood 11
• Canton 9
• Akron 8
• Pepper Pike 7
• Westerville 6
• Independence 6
• New Albany 6
• Centerville 6
• Toledo 5
• Mason 5
• West Chester 4
• Hudson 4
• Upper Arlington 4
• Medina 4
• Oakwood 3
• Findlay 3
• Poland 3
• Powell 3
• Lebanon 3
• Holland 3
• Mentor 3
• Perrysburg 3
• Zanesville 3
• Broadview Heights 3
• Rocky River 3
• Uniontown 3

Fee-only advisers in Ohio serving the most individuals

• Matson Money, Inc. Mason · 29,179 individual clients
• Cincinnati Asset Management Inc Cincinnati · 5,613 individual clients
• Johnson Investment Counsel, Inc. Cincinnati · 5,251 individual clients
• Clearstead; Clearstead Advisory Solutions Cleveland · 4,311 individual clients
• Carnegie Investment Counsel Pepper Pike · 3,056 individual clients
• Gearhart & Associates Cincinnati · 2,884 individual clients
• Hamilton Capital Columbus · 2,744 individual clients
• TCP Asset Management, LLC Upper Arlington · 2,221 individual clients
• Truepoint, Inc. Cincinnati · 1,867 individual clients
• Rockport Wealth Advisors Fairview Park · 1,612 individual clients

Other Ohio cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.