Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Covington has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Covington, Kentucky have an average of 26 years of experience.
Journey Advisory Group
CPA, CFP®, CMT®, CFA®
Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Mark Josaitis
ChFC®
Barnwood Capital Management
Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Minimum Assets Required
$5,000
Financial Advice & Consulting
Fee-Only, Flat Fee, Based on Assets
Dan Brown
CWS
National Wealth Management Group / LPL Financial
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Minimum Assets Required
$25,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Retirement Corporation of America
AWMA®, CFP®, CRPS®, CRPC®, APMA®
Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Scheeler Financial Group
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Based, Based on Assets
Doug Kinsey
CFP®, CIMA®, AIF®
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 50 E. Rivercenter Blvd.,, Suite 300 Covington, KY, 41011 | $2,885,125,803 | 4260 | 34 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 50 E. Rivercenter Blvd., Suite 1200 Covington, KY, 41011 | $2,538,177,212 | 1208 | 17 | A percentage of AUM |
3 | 117 East Fourth Street, Covington, KY, 41011 | $1,125,634,229 | 4401 | 17 | A percentage of AUM, Fixed fees |
4 | 50 E. Rivercenter Blvd, Suite 301 Covington, KY, 41011 | $1,015,864,170 | 1692 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 910 Madison Avenue, Covington, KY, 41011 | $37,044,976 | 1 | 3 | A percentage of AUM |
QualificationsFirm CRD# 130372
Assets Under Management $2,885,125,803
No. Of Clients4260
Clients Per Financial Advisor125
MCF ADVISORS, LLC is a financial advisory firm situated in Covington, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4260 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105916
Assets Under Management $2,538,177,212
No. Of Clients1208
Clients Per Financial Advisor71
RENAISSANCE INVESTMENT MANAGEMENT is a financial advisory firm situated in Covington, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1208 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158675
Assets Under Management $1,125,634,229
No. Of Clients4401
Clients Per Financial Advisor259
LEGACY FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Covington, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4401 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171919
Assets Under Management $1,015,864,170
No. Of Clients1692
Clients Per Financial Advisor85
JOURNEY ADVISORY GROUP, LLC is a financial advisory firm situated in Covington, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1692 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 329078
Assets Under Management $37,044,976
No. Of Clients1
Clients Per Financial Advisor0
CONNETIC VENTURES is a financial advisory firm situated in Covington, Kentucky. With a nearly $37M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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