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Find Retirement Advisors for Retirement Planning in Covington, Kentucky

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 you 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 registrations check. 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.

Finding the Best Retirement Planners in Covington, Kentucky

Last Updated - April 13, 2024

Covington has 7 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 23 years of experience.

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List of Qualified Retirement Planning Advisors in Covington, Kentucky

VERIFIED

Brent T. Boden
CFP^®, EMBA, APMA^®, ChFC^®
Savvy Wealth

Qualifications
CRD# 5401670
Firm CRD# 318493
Series 6, 7, 63, 65

Minimum Assets Required
$500,000

Address

3008 Lindsey Drive,
Edgewood, KY 41017 See Details

Advisory Services:

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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VERIFIED

Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP^®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning LLC.

Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)

Minimum Assets Required
$5,000

Address

4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241 See Details

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

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

Address

11260 Chester Rd Suite 250,
Cincinnati, OH 45246 See Details

Advisory Services:

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.

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

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

Address

9078 Union Centre Blvd, Suite 202,
West Chester, OH 45069 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Doug Kinsey
CFP^®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643

Minimum Assets Required
$500,000

Address

2305 Far Hills Avenue,
Dayton, OH 45419 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Top 5 Retirement Planning firms in Covington, Kentucky (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	FOURTH STREET PERFORMANCE PARTNERS, INC. 211 Garrard Street, Covington, KY, 41011	$4,512,203,227	108	14	A Percentage of AUM, Fixed Fees
2	MCF ADVISORS, LLC 50 E. Rivercenter Blvd.,, Suite 300 Covington, KY, 41011	$2,325,163,035	4178	35	A Percentage of AUM, Hourly charges, Fixed Fees
3	RENAISSANCE INVESTMENT MANAGEMENT 50 E. Rivercenter Blvd., Suite 1200 Covington, KY, 41011	$2,154,710,841	1099	17	A Percentage of AUM
4	LEGACY FINANCIAL ADVISORS, INC. 117 East Fourth Street, Covington, KY, 41011	$987,602,317	3157	20	A Percentage of AUM, Fixed Fees
5	JOURNEY ADVISORY GROUP, LLC 50 E. Rivercenter Blvd, Suite 301 Covington, KY, 41011	$837,443,499	1527	19	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Covington, Kentucky

FOURTH STREET PERFORMANCE PARTNERS, INC.

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QualificationsFirm CRD# 107339

Assets Under Management $4,512,203,227

No. Of Clients108

Clients Per Financial Advisor8

FOURTH STREET PERFORMANCE PARTNERS, INC. is a financial advisory firm situated in Covington, Kentucky. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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MCF ADVISORS, LLC

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QualificationsFirm CRD# 130372

Assets Under Management $2,325,163,035

No. Of Clients4178

Clients Per Financial Advisor119

MCF ADVISORS, LLC is a financial advisory firm situated in Covington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4178 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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RENAISSANCE INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 105916

Assets Under Management $2,154,710,841

No. Of Clients1099

Clients Per Financial Advisor65

RENAISSANCE INVESTMENT MANAGEMENT is a financial advisory firm situated in Covington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1099 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business

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LEGACY FINANCIAL ADVISORS, INC.

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QualificationsFirm CRD# 158675

Assets Under Management $987,602,317

No. Of Clients3157

Clients Per Financial Advisor158

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 3157 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

View Full Profile

JOURNEY ADVISORY GROUP, LLC

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QualificationsFirm CRD# 171919

Assets Under Management $837,443,499

No. Of Clients1527

Clients Per Financial Advisor80

JOURNEY ADVISORY GROUP, LLC is a financial advisory firm situated in Covington, Kentucky. With a nearly $837M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1527 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Educational Seminars/ Workshops

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Retirement Planners in Ft Mitchell, Kentucky

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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