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Financial advisors · Ohio

Fee-only financial advisors in Dublin, OH

From SEC and state Form ADV filingsUpdated 2026-11-07

21 fee-only investment advisers have offices in Dublin, Ohio, according to their Form ADV filings with the SEC and state regulators. 19 offer hourly or flat-fee arrangements, 2 charge only a percentage of the assets they manage, and 17 provide financial planning. 10 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 21 of 21

PDS Planning Inc

475 Metro Place S. Suite 460, Dublin, OH 43017 · (614) 481-8449

  • Fixed fee
  • Financial planning
Assets managed
$2.2B
Individual clients
607
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

The Pension Group

700 Stonehenge Parkway Suite B, Dublin, OH 43017 · (614) 423-4600

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$182M
Individual clients
599
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Capstone Wealth Partners

6037 Frantz RD. Suite 104, Dublin, OH 43017 · (614) 754-7805

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$115M
Individual clients
157
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Leclair Wealth Partners

6515 Longshore Loop Suite 100, Dublin, OH 43017 · (888) 277-5704

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$363M
Individual clients
152
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Lynch Financial Group

5880 Sawmill RD Suite 204, Dublin, OH 43017 · (614) 791-8884

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$109M
Individual clients
47
Advisory staff
2
Registered with
OH

Profile · Website · SEC record

Columbus Wealth Management

6605 Longshore Street Suite 240 #190, Dublin, OH 43017 · (937) 776-5494

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$36M
Individual clients
34
Advisory staff
2
Registered with
OH

Profile · Website · SEC record

HAWK100

555 Metro Place North Suite 100, Dublin, OH 43017 · (614) 791-4295

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$14M
Individual clients
23
Advisory staff
2
Registered with
OH

Profile · Website · SEC record

JRP Capital Corp

5100 Parkcenter Ave Suite 120, Dublin, OH 43017 · (614) 559-2261

  • Percentage of assets
  • Fixed fee
Assets managed
$108M
Individual clients
165
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Retirement Strategies, Ltd.

5060 Parkcenter Ave. Suite a, Dublin, OH 43017 · (614) 799-8668

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$273M
Individual clients
412
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Dublin

Another 74 fee-only firms have offices within 30 miles.

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.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Dublin?

Form ADV records how firms charge, not what they charge. Of the 21 firms listed here, 19 offer hourly or flat fees and 18 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Dublin advisers selected?

Every registered investment adviser with an office in Dublin that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.