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Find Retirement Advisors for Retirement Planning in Ohio

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Ohio, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Ohio

Last Updated - February 15, 2024

Ohio has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 357 non-vetted advisors in your local area. These retirement advisors in Ohio have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Ohio

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Brian Maher
LC Wealth Management

Qualifications
CRD# 2877392
Firm CRD# 39543
Series 6, 7, 24, 63, 66

Minimum Assets Required
$100,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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James Elios
CLU®, ChFC®
Elios Financial Group, Inc.

Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

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

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Karla Stanton
CFP®, AIF®, ChFC®
Engler, Garrow & Roth, Ltd

Qualifications
CRD# 4885960
Firm CRD# 14303
Series 7, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning.

Compensation/Fee

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

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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

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Jonathan Kesselman
JD, CFP®, CDFA®
Kesselman Wealth Management

Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

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

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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

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Based on Assets

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Brian Mills
CFP®
Mills Financial Planning,Inc.

Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions

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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

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

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

Qualifications
CRD# 1223159
Firm CRD# 140643

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Jeremy DiTullio
AWMA®, CFP®, CRPC®
Cleveland Financial Group

Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Kevin Kroskey
MBA, CFP®
True Wealth Design, LLC

Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Retirement Planning, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Based

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James Evans
CFP®, QPA®, QKA®, ChSNC®
TTG Financial Inc

Qualifications
CRD# 1598919
Firm CRD# 129004

Minimum Assets Required
$250,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Hourly, Flat Fee, Based on Assets

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Allworth Financial
CFS®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd,
Columbus, OH, 43215
$71,982,699,043134133
A Percentage of AUM
2
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200
Cincinnati, OH, 45202
$71,037,804,0501405151
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
3
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive,
Dublin, OH, 43017
$25,371,529,34951648
A Percentage of AUM, Hourly charges, Fixed Fees
4
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
$24,763,108,8314149129
A Percentage of AUM, Performance Based
5
TOWNSEND HOLDINGS LLC
950 Main Avenue, Suite 1600
Cleveland, OH, 44113
$23,908,418,53968122
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
6
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100
Cincinnati, OH, 45202-4203
$23,643,699,1124083
A Percentage of AUM
7
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
301 East Fourth Street, 27th Floor,
Cincinnati, OH, 45202
$19,958,935,0005123
A Percentage of AUM, Fixed Fees, Performance Based
8
MATSON MONEY, INC.
5955 Deerfield Blvd.,
Mason, OH, 45040
$17,683,543,5873032269
A Percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)
9
BOYD WATTERSON ASSET MANAGEMENT, LLC
1301 East 9th Street, Suite 2900
Cleveland, OH, 44114-3179
$17,207,197,2731184118
A Percentage of AUM, Fixed Fees, Performance Based
10
FEG
201 East Fifth Street, Suite 1600
Cincinnati, OH, 45202
$16,616,287,284174130
A Percentage of AUM, Fixed Fees, Performance Based
11
BAHL & GAYNOR INC
255 East Fifth Street, Suite 2700
Cincinnati, OH, 45202
$16,346,243,189287063
A Percentage of AUM, Fixed Fees
12
JOHNSON INVESTMENT COUNSEL, INC.
3777 West Fork Road,
Cincinnati, OH, 45247
$16,313,911,33314346131
A Percentage of AUM, Fixed Fees
13
MAI CAPITAL MANAGEMENT, LLC
6050 Oak Tree Blvd, Suite 500
Cleveland, OH, 44131
$15,773,426,77723704331
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
14
HIGHLAND CONSULTING ASSOCIATES INC.
159 Crocker Park Blvd., Suite 350,
Cleveland, OH, 44145-8132
$15,697,224,10443928
A Percentage of AUM, Hourly charges, Fixed Fees
15
SEQUOIA FINANCIAL GROUP, L.L.C.
3500 Embassy Parkway,
Akron, OH, 44333
$15,548,248,57621430241
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based

Information on Top Retirement Planning firms in Ohio

QualificationsFirm CRD# 109391

Assets Under Management $71,982,699,043

No. Of Clients134

Clients Per Financial Advisor1

NATIONWIDE FUND ADVISORS is a financial advisory firm situated in Columbus, Ohio. With a nearly $72B assets under management, the firm specializes in crafting personalized retirement planning solutions for 134 clients. The team consists of 133 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 Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107126

Assets Under Management $71,037,804,050

No. Of Clients1405

Clients Per Financial Advisor9

FORT WASHINGTON INVESTMENT ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1405 clients. The team consists of 151 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106816

Assets Under Management $25,371,529,349

No. Of Clients516

Clients Per Financial Advisor11

MEEDER PUBLIC FUNDS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 48 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

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 110638

Assets Under Management $24,763,108,831

No. Of Clients4149

Clients Per Financial Advisor32

DIAMOND HILL CAPITAL MANAGEMENT INC is a financial advisory firm situated in Columbus, Ohio. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4149 clients. The team consists of 129 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 160006

Assets Under Management $23,908,418,539

No. Of Clients68

Clients Per Financial Advisor1

TOWNSEND HOLDINGS LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based
  • Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107028

Assets Under Management $23,643,699,112

No. Of Clients40

Clients Per Financial Advisor0

TOUCHSTONE ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 83 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 Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 161853

Assets Under Management $19,958,935,000

No. Of Clients51

Clients Per Financial Advisor2

AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110425

Assets Under Management $17,683,543,587

No. Of Clients30322

Clients Per Financial Advisor439

MATSON MONEY, INC. is a financial advisory firm situated in Mason, Ohio. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30322 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (SEE DESCRIPTION IN MISC. SECTION)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107808

Assets Under Management $17,207,197,273

No. Of Clients1184

Clients Per Financial Advisor10

BOYD WATTERSON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1184 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 121658

Assets Under Management $16,616,287,284

No. Of Clients174

Clients Per Financial Advisor1

FEG is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 130 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106139

Assets Under Management $16,346,243,189

No. Of Clients2870

Clients Per Financial Advisor46

BAHL & GAYNOR INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2870 clients. The team consists of 63 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 Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 117054

Assets Under Management $16,313,911,333

No. Of Clients14346

Clients Per Financial Advisor110

JOHNSON INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14346 clients. The team consists of 131 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 Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109807

Assets Under Management $15,773,426,777

No. Of Clients23704

Clients Per Financial Advisor72

MAI CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23704 clients. The team consists of 331 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based
  • Other (PERCENTAGE OF NON-INVESTMENT INCOME)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109834

Assets Under Management $15,697,224,104

No. Of Clients439

Clients Per Financial Advisor16

HIGHLAND CONSULTING ASSOCIATES INC. is a financial advisory firm situated in Cleveland, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 clients. The team consists of 28 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
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 117756

Assets Under Management $15,548,248,576

No. Of Clients21430

Clients Per Financial Advisor89

SEQUOIA FINANCIAL GROUP, L.L.C. is a financial advisory firm situated in Akron, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21430 clients. The team consists of 241 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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