Ways to browse Flat-fee advisors serving Ohio

Pick a specialty to browse more Flat-fee advisors serving Ohio.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	6,947
Retired	4,539
Tax-loss harvesting	3,728
Wealth management	3,555
Executive	3,438
Retirement plans for business owners (SEP, solo 401k)	3,211
Retirement income strategy	1,730
Private / alternative investments	1,631
College savings (529s, UTMA, etc.)	1,485
General retirement planning	1,318
Annuities	1,314
Business exit / sale strategy	1,169
Options & derivatives strategies	1,158
ESG / Sustainable investing	1,019
Active portfolio management	931
Self-Employed	832
Cash flow / budgeting	748
Approaching retirement	687
Business succession planning	678
Charitable giving & philanthropy	675
HENRY (High Earners, Not Rich Yet)	553
Real estate investing	462
Concentrated stock management	436
Passive / index investing	413
Income planning	320
General estate planning guidance	297
Mid-Career Professionals	210
General tax planning	197
Social Security optimization	164
Business ownership considerations	140
Tax strategies for small businesses	131
Retirement withdrawal strategies	108
Long-term care insurance	104
Established Professionals	94
Debt management	92
Financial Professional	84
Equity compensation tax strategy	83
Retired	73
Values-based investing	66
Factor investing / smart beta	44
Life insurance needs analysis	43
Educators, Teachers, and Academics	41
Family Business	39
Business sale tax planning	34
Divorce financial planning	32
Women Professionals	32
Charitable giving tax strategies	28
Doctor or Medical Professional	28
Intergenerational Families	22
Young Professionals	22
Roth conversion strategy	19
Medicare planning	18
Religious/faith focused	18
Dentist	13
Professional Athlete	13
Young Families	13
Business Financial Management	10
Elder care planning	10
Equity Recipients (RS/RSU, SOP, ESPP)	10
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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