# Fee-only financial advisors in Ohio

> AdvisorCensus lists 350 investment advisory firms with a principal office in Ohio that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/fee-only/page/7

## At a glance

- Investment advisory firms: 350
- Registration: SEC-registered investment adviser: 110, State-registered investment adviser: 240
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 350 (100%); Percentage of assets 317 (91%); Hourly charges 165 (47%); Subscription fees (newsletter or periodical) 1 (0%); Fixed fees 211 (60%)
- Regulatory assets under management (Item 5.F): Under $25 million 132 (38%); $25 million to $100 million 77 (22%); $100 million to $500 million 76 (22%); $500 million to $1 billion 14 (4%); $1 billion to $5 billion 17 (5%); Over $5 billion 4 (1%); Not reported 30 (9%)
- Years registered: Under 5 years 121 (35%); 5 to 9 years 76 (22%); 10 to 19 years 79 (23%); 20 years or more 74 (21%)

## Firms (page 7 of 7, 301 to 350 of 350, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [The Sherrington Group](https://advisorcensus.com/firm/the-sherrington-group-columbus-oh-119864) ([md](https://advisorcensus.com/firm/the-sherrington-group-columbus-oh-119864.md)) | 119864 | Columbus, OH | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [The Wealth Advantage Group, Inc.](https://advisorcensus.com/firm/the-wealth-advantage-group-inc-columbus-oh-122231) ([md](https://advisorcensus.com/firm/the-wealth-advantage-group-inc-columbus-oh-122231.md)) | 122231 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Thomas & Company LLC](https://advisorcensus.com/firm/thomas-and-company-llc-beachwood-oh-164731) ([md](https://advisorcensus.com/firm/thomas-and-company-llc-beachwood-oh-164731.md)) | 164731 | Beachwood, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Thomas Nyitray, Sole Proprietor](https://advisorcensus.com/firm/thomas-nyitray-sole-proprietor-338165) ([md](https://advisorcensus.com/firm/thomas-nyitray-sole-proprietor-338165.md)) | 338165 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Thor Wealth Management Inc](https://advisorcensus.com/firm/thor-wealth-management-inc-cincinnati-oh-105902) ([md](https://advisorcensus.com/firm/thor-wealth-management-inc-cincinnati-oh-105902.md)) | 105902 | Cincinnati, OH | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Fixed fee |
| [Thunderbird Financial Coaching](https://advisorcensus.com/firm/thunderbird-financial-coaching-sylvania-oh-175429) ([md](https://advisorcensus.com/firm/thunderbird-financial-coaching-sylvania-oh-175429.md)) | 175429 | Sylvania, OH | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Titan Wealth Management](https://advisorcensus.com/firm/titan-wealth-management-cincinnati-oh-340051) ([md](https://advisorcensus.com/firm/titan-wealth-management-cincinnati-oh-340051.md)) | 340051 | Cincinnati, OH | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [TMT Investment Adviser](https://advisorcensus.com/firm/tmt-investment-adviser-329527) ([md](https://advisorcensus.com/firm/tmt-investment-adviser-329527.md)) | 329527 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | % of assets, Hourly, Fixed fee |
| [Tonjes Financial Group](https://advisorcensus.com/firm/tonjes-financial-group-findlay-oh-338154) ([md](https://advisorcensus.com/firm/tonjes-financial-group-findlay-oh-338154.md)) | 338154 | Findlay, OH | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Total Financial Management, LLC](https://advisorcensus.com/firm/total-financial-management-llc-poland-oh-287489) ([md](https://advisorcensus.com/firm/total-financial-management-llc-poland-oh-287489.md)) | 287489 | Poland, OH | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [Trade Investment Analysis Group](https://advisorcensus.com/firm/trade-investment-analysis-group-121137) ([md](https://advisorcensus.com/firm/trade-investment-analysis-group-121137.md)) | 121137 | Not reported, Not reported | State-registered investment adviser | Not reported | 27 | Hourly, Fixed fee |
| [Trajectory Financial Planning](https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904) ([md](https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904.md)) | 321904 | Cleveland, OH | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Transcend Wealth](https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210) ([md](https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210.md)) | 292210 | Woodmere, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Trinity Financial Advisors LLC](https://advisorcensus.com/firm/trinity-financial-advisors-llc-columbus-oh-133191) ([md](https://advisorcensus.com/firm/trinity-financial-advisors-llc-columbus-oh-133191.md)) | 133191 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [True North Financial Advisors, LLC](https://advisorcensus.com/firm/true-north-financial-advisors-llc-hilliard-oh-287463) ([md](https://advisorcensus.com/firm/true-north-financial-advisors-llc-hilliard-oh-287463.md)) | 287463 | Hilliard, OH | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Truepoint, Inc.](https://advisorcensus.com/firm/truepoint-inc-cincinnati-oh-105664) ([md](https://advisorcensus.com/firm/truepoint-inc-cincinnati-oh-105664.md)) | 105664 | Cincinnati, OH | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Fixed fee |
| [Truly Prosper Financial Planning LLC](https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549) ([md](https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549.md)) | 310549 | Dublin, OH | State-registered investment adviser | $25 million to $100 million | 5 | Hourly, Fixed fee |
| [Turning Point Advisors, LLC](https://advisorcensus.com/firm/turning-point-advisors-llc-novelty-oh-291633) ([md](https://advisorcensus.com/firm/turning-point-advisors-llc-novelty-oh-291633.md)) | 291633 | Novelty, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [TVM Advisors](https://advisorcensus.com/firm/tvm-advisors-293588) ([md](https://advisorcensus.com/firm/tvm-advisors-293588.md)) | 293588 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | Hourly |
| [Unrivaled Wealth Management](https://advisorcensus.com/firm/unrivaled-wealth-management-325112) ([md](https://advisorcensus.com/firm/unrivaled-wealth-management-325112.md)) | 325112 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Valiance Group](https://advisorcensus.com/firm/valiance-group-170689) ([md](https://advisorcensus.com/firm/valiance-group-170689.md)) | 170689 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Van Cleef Asset Management Inc](https://advisorcensus.com/firm/van-cleef-asset-management-inc-beachwood-oh-105768) ([md](https://advisorcensus.com/firm/van-cleef-asset-management-inc-beachwood-oh-105768.md)) | 105768 | Beachwood, OH | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets |
| [Vawter Financial Ltd](https://advisorcensus.com/firm/vawter-financial-ltd-columbus-oh-108830) ([md](https://advisorcensus.com/firm/vawter-financial-ltd-columbus-oh-108830.md)) | 108830 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Vertice Capital Partners, LLC](https://advisorcensus.com/firm/vertice-capital-partners-llc-171889) ([md](https://advisorcensus.com/firm/vertice-capital-partners-llc-171889.md)) | 171889 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Victory Financial Services LLC](https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184) ([md](https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184.md)) | 291184 | Medina, OH | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Ville Wealth Management](https://advisorcensus.com/firm/ville-wealth-management-334882) ([md](https://advisorcensus.com/firm/ville-wealth-management-334882.md)) | 334882 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Virgil Wealth Advisory](https://advisorcensus.com/firm/virgil-wealth-advisory-cincinnati-oh-304882) ([md](https://advisorcensus.com/firm/virgil-wealth-advisory-cincinnati-oh-304882.md)) | 304882 | Cincinnati, OH | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Virtera Partners LLC](https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187) ([md](https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187.md)) | 308187 | Pepper Pike, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Walden Financial](https://advisorcensus.com/firm/walden-financial-granville-oh-323234) ([md](https://advisorcensus.com/firm/walden-financial-granville-oh-323234.md)) | 323234 | Granville, OH | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Waller Financial Planning Group, Inc.](https://advisorcensus.com/firm/waller-financial-planning-group-inc-columbus-oh-159564) ([md](https://advisorcensus.com/firm/waller-financial-planning-group-inc-columbus-oh-159564.md)) | 159564 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Walt ST Wsim Ltd](https://advisorcensus.com/firm/walt-st-wsim-ltd-109339) ([md](https://advisorcensus.com/firm/walt-st-wsim-ltd-109339.md)) | 109339 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Wealth Accel](https://advisorcensus.com/firm/wealth-accel-centerville-oh-330912) ([md](https://advisorcensus.com/firm/wealth-accel-centerville-oh-330912.md)) | 330912 | Centerville, OH | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Wealth Pinnacle, Inc.](https://advisorcensus.com/firm/wealth-pinnacle-inc-144219) ([md](https://advisorcensus.com/firm/wealth-pinnacle-inc-144219.md)) | 144219 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Wealth Transitions, LLC](https://advisorcensus.com/firm/wealth-transitions-llc-281677) ([md](https://advisorcensus.com/firm/wealth-transitions-llc-281677.md)) | 281677 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Weinberg Advisory Group](https://advisorcensus.com/firm/weinberg-advisory-group-columbus-oh-133954) ([md](https://advisorcensus.com/firm/weinberg-advisory-group-columbus-oh-133954.md)) | 133954 | Columbus, OH | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly |
| [Weiser Financial Planning LLC](https://advisorcensus.com/firm/weiser-financial-planning-llc-289400) ([md](https://advisorcensus.com/firm/weiser-financial-planning-llc-289400.md)) | 289400 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Well Spent Wealth Planning](https://advisorcensus.com/firm/well-spent-wealth-planning-cincinnati-oh-305032) ([md](https://advisorcensus.com/firm/well-spent-wealth-planning-cincinnati-oh-305032.md)) | 305032 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Welspire LLC](https://advisorcensus.com/firm/welspire-llc-upper-arlington-oh-176518) ([md](https://advisorcensus.com/firm/welspire-llc-upper-arlington-oh-176518.md)) | 176518 | Upper Arlington, OH | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Western Reserve Capital Management, LLC](https://advisorcensus.com/firm/western-reserve-capital-management-llc-hudson-oh-329811) ([md](https://advisorcensus.com/firm/western-reserve-capital-management-llc-hudson-oh-329811.md)) | 329811 | Hudson, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Westlake Advisors](https://advisorcensus.com/firm/westlake-advisors-144067) ([md](https://advisorcensus.com/firm/westlake-advisors-144067.md)) | 144067 | Not reported, Not reported | State-registered investment adviser | Not reported | 19 | Hourly, Fixed fee |
| [Whitestone Capital Management, Inc.](https://advisorcensus.com/firm/whitestone-capital-management-inc-avon-oh-120468) ([md](https://advisorcensus.com/firm/whitestone-capital-management-inc-avon-oh-120468.md)) | 120468 | Avon, OH | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [WRK Investments, LLC](https://advisorcensus.com/firm/wrk-investments-llc-156457) ([md](https://advisorcensus.com/firm/wrk-investments-llc-156457.md)) | 156457 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Wrought Iron Financial LLC](https://advisorcensus.com/firm/wrought-iron-financial-llc-canal-fulton-oh-331090) ([md](https://advisorcensus.com/firm/wrought-iron-financial-llc-canal-fulton-oh-331090.md)) | 331090 | Canal Fulton, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wyoming Wealth Management, LLC](https://advisorcensus.com/firm/wyoming-wealth-management-llc-cincinnati-oh-306132) ([md](https://advisorcensus.com/firm/wyoming-wealth-management-llc-cincinnati-oh-306132.md)) | 306132 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [YFP Wealth](https://advisorcensus.com/firm/yfp-wealth-new-albany-oh-282918) ([md](https://advisorcensus.com/firm/yfp-wealth-new-albany-oh-282918.md)) | 282918 | New Albany, OH | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Young Financial Planning LLC](https://advisorcensus.com/firm/young-financial-planning-llc-344212) ([md](https://advisorcensus.com/firm/young-financial-planning-llc-344212.md)) | 344212 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Your Wealth Financial Solutions, LLC](https://advisorcensus.com/firm/your-wealth-financial-solutions-llc-westfield-center-oh-331533) ([md](https://advisorcensus.com/firm/your-wealth-financial-solutions-llc-westfield-center-oh-331533.md)) | 331533 | Westfield Center, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [ZAK Advisory, LLC](https://advisorcensus.com/firm/zak-advisory-llc-rocky-river-oh-162308) ([md](https://advisorcensus.com/firm/zak-advisory-llc-rocky-river-oh-162308.md)) | 162308 | Rocky River, OH | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Zenith Investments](https://advisorcensus.com/firm/zenith-investments-120790) ([md](https://advisorcensus.com/firm/zenith-investments-120790.md)) | 120790 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [Zimmerman Capital Management](https://advisorcensus.com/firm/zimmerman-capital-management-salem-oh-120619) ([md](https://advisorcensus.com/firm/zimmerman-capital-management-salem-oh-120619.md)) | 120619 | Salem, OH | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Ohio?**
AdvisorCensus lists 961 investment advisory firms with a principal office in Ohio, from Form ADV filings as of October 2026: 405 SEC-registered, 519 state-registered, and 37 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Ohio?**
350 of the 961 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Ohio offer financial planning?**
666 of the 924 firms in Ohio that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Ohio fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 350 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Ohio](https://advisorcensus.com/advisors/oh) (https://advisorcensus.com/advisors/oh.md)
- [Flat-fee financial advisors in Ohio](https://advisorcensus.com/advisors/oh/flat-fee) (https://advisorcensus.com/advisors/oh/flat-fee.md)
- [Hourly financial advisors in Ohio](https://advisorcensus.com/advisors/oh/hourly) (https://advisorcensus.com/advisors/oh/hourly.md)
- [Fee-only financial advisors in Cincinnati, OH](https://advisorcensus.com/advisors/oh/cincinnati/fee-only) (https://advisorcensus.com/advisors/oh/cincinnati/fee-only.md)
- [Fee-only financial advisors in Columbus, OH](https://advisorcensus.com/advisors/oh/columbus/fee-only) (https://advisorcensus.com/advisors/oh/columbus/fee-only.md)
- [Fee-only financial advisors in Cleveland, OH](https://advisorcensus.com/advisors/oh/cleveland/fee-only) (https://advisorcensus.com/advisors/oh/cleveland/fee-only.md)
- [Fee-only financial advisors in Dayton, OH](https://advisorcensus.com/advisors/oh/dayton/fee-only) (https://advisorcensus.com/advisors/oh/dayton/fee-only.md)
- [Fee-only financial advisors in Akron, OH](https://advisorcensus.com/advisors/oh/akron/fee-only) (https://advisorcensus.com/advisors/oh/akron/fee-only.md)
- [Fee-only financial advisors in Canton, OH](https://advisorcensus.com/advisors/oh/canton/fee-only) (https://advisorcensus.com/advisors/oh/canton/fee-only.md)
- [Fee-only financial advisors in Toledo, OH](https://advisorcensus.com/advisors/oh/toledo/fee-only) (https://advisorcensus.com/advisors/oh/toledo/fee-only.md)
- [Fee-only financial advisors in Youngstown, OH](https://advisorcensus.com/advisors/oh/youngstown/fee-only) (https://advisorcensus.com/advisors/oh/youngstown/fee-only.md)
- [Fee-only financial advisors in Mansfield, OH](https://advisorcensus.com/advisors/oh/mansfield/fee-only) (https://advisorcensus.com/advisors/oh/mansfield/fee-only.md)
- [Fee-only financial advisors in Sandusky, OH](https://advisorcensus.com/advisors/oh/sandusky/fee-only) (https://advisorcensus.com/advisors/oh/sandusky/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Ohio: 350 firms from Form ADV filings as of October 2026.