Advice-Only Financial Advisors in Ohio

Browse verified advice-only financial advisors in Ohio. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.

Josh Gallogly

Josh Gallogly, CFP®, EA

Milestones Financial

One-time$2,250+
Hourly$295/hr

I serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, and creating retirement income.

Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Tax Strategies
Investments
Chris Kimmet

Chris Kimmet, CFP®

Aptus Financial

Monthly$205/mo
Annual$1,250/yr
One-time$3,700

Chris Kimmet is a Certified Financial Planner with 8 years of experience as a financial advisor working with physicians and other professionals.

Ideal for
Medical Professionals • High Earners
Specializes in
Budgeting • Early Career Planning • Mid-Career Planning
Bob Buehler

Bob Buehler, CPA, ChFC®

FirstTen Financial

One-time$3,000+

I specialize in helping new retirees navigate the initial years of their retirement

Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement
Tax Strategies • Social Security
Dave Moerlein

Dave Moerlein, MBA, MS

Belay Finance

One-time$2,500
Hourly$250/hr

Dave spent 30 years building financial independence. He now creates a safe and inviting space to guide you along your journey.

Ideal for
Technology Professionals • DIY Investors
Specializes in
Investments
Pre-Retirement Planning
Early Career Planning
Chandler Fugate-Laus

Chandler Fugate-Laus, CFP®

Moneyfluent

One-time$2,800+

Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

Ideal for
Women • Technology Professionals
Specializes in
Mid-Career Planning
Home Purchase • Budgeting

Cities in Ohio

CincinnatiColumbusColumbus