Browse all Flat-fee advisors in Ohio

Every advisor below is licensed to work with clients in Ohio. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Ohio advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,895
Retired	4,513
Tax-loss harvesting	3,668
Wealth management	3,541
Executive	3,381
Retirement plans for business owners (SEP, solo 401k)	3,208
Retirement income strategy	1,674
Private / alternative investments	1,615
College savings (529s, UTMA, etc.)	1,484
General retirement planning	1,330
Annuities	1,304
Business exit / sale strategy	1,165
Options & derivatives strategies	1,158
ESG / Sustainable investing	1,018
Active portfolio management	929
Self-Employed	830
Cash flow / budgeting	746
Approaching retirement	688
Business succession planning	679
Charitable giving & philanthropy	677
HENRY (High Earners, Not Rich Yet)	544
Real estate investing	463
Concentrated stock management	437
Passive / index investing	415
Income planning	323
General estate planning guidance	257
Mid-Career Professionals	212
General tax planning	195
Social Security optimization	195
Business ownership considerations	134
Tax strategies for small businesses	129
Retirement withdrawal strategies	106
Long-term care insurance	104
Values-based investing	97
Debt management	92
Established Professionals	85
Equity compensation tax strategy	84
Financial Professional	84
Retired	73
Factor investing / smart beta	44
Life insurance needs analysis	43
Educators, Teachers, and Academics	41
Family Business	35
Business sale tax planning	34
Divorce financial planning	32
Women Professionals	32
Doctor or Medical Professional	29
Charitable giving tax strategies	28
Intergenerational Families	22
Young Professionals	20
Roth conversion strategy	19
Medicare planning	18
Religious/faith focused	18
Airline Pilot	16
Dentist	13
Professional Athlete	13
Young Families	13
Elder care planning	10
Equity Recipients (RS/RSU, SOP, ESPP)	10
Business Financial Management	9
Parents	9
Christian Faith Based	8
Attorney	7
Liquidity event planning	7
Married/Couples/Partners	6
Military & Veterans	5
Disability insurance	3
Public Service Employee	3
Widow/Widower	3

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