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Find Retirement Advisors for Retirement Planning in Akron, Ohio

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.

Finding the Best Retirement Planners in Akron, Ohio

Last Updated - April 25, 2025

Akron has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Akron, Ohio have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Akron, Ohio

advisor
vector.svg VERIFIED

Gary Hannah
CFP®
Stratos Wealth Partners

Qualifications
CRD# 5614233
Firm CRD# 153184
Series 7, 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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

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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advisor
vector.svg VERIFIED

Brian Davis
CEPA®, CLU®, CPFA, AIF®, ChFC®
Davis Wealth Management, LLC

Qualifications
CRD# 2264620
Firm CRD# 6413
Series 6, 7, 24, 63, 65

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, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
CRD# 6653328
Firm CRD# 312978

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3500 Embassy Parkway,
Akron, OH, 44333
$23,033,619,11128338296
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based
2

130 Springside Drive, Suite 300
Akron, OH, 44333
$7,029,587,82017262260
A percentage of AUM, Hourly charges, Fixed fees
3

2650 W. Market St., 2nd Floor
Akron, OH, 44333
$1,722,228,91962598
A percentage of AUM, Fixed fees
4

3800 Embassy Parkway, Suite 31o
Akron, OH, 44333
$1,500,665,103639
A percentage of AUM
5

3421 Ridgewood Road, Suite 125
Akron, OH, 44333
$748,814,18110194
A percentage of AUM, Hourly charges, Fixed fees
6

700 Ghent Road, Suite 100
Akron, OH, 44333
$561,078,167153713
A percentage of AUM, Hourly charges, Fixed fees
7

3677 Embassy Parkway,
Akron, OH, 44333
$522,581,43895311
A percentage of AUM, Hourly charges, Fixed fees
8

3560 West Market Street, Suite 340
Akron, OH, 44333
$482,943,21811896
A percentage of AUM
9

4100 Embassy Parkway, Suite 100
Akron, OH, 44333
$344,313,408126911
A percentage of AUM, Hourly charges, Fixed fees
10

441 Wolf Ledges Parkway, Suite 103
Akron, OH, 44311-1077
$316,896,16416579
A percentage of AUM, Hourly charges, Fixed fees
11

50 South Main Street, Suite 1210
Akron, OH, 44308-1831
$288,459,9784298
A percentage of AUM, Hourly charges
12

1075 West Market St.,
Akron, OH, 44313
$261,726,9815859
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES)
13

2923 Smith Road, Suite 202
Akron, OH, 44333
$257,264,96814667
A percentage of AUM, Hourly charges, Fixed fees, Other (FEE OFFSET)
14

3250 West Market Street, Suite 105
Akron, OH, 44333
$207,359,1293913
A percentage of AUM
15

4040 Embassy Pkwy Suite 320,
Akron, OH, 44333
$51,998,397204
A percentage of AUM

Information on Top Retirement Planning firms in Akron, Ohio

QualificationsFirm CRD# 117756

Assets Under Management $23,033,619,111

No. Of Clients28338

Clients Per Financial Advisor96

SEQUOIA FINANCIAL GROUP, L.L.C. is a financial advisory firm situated in Akron, Ohio. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28338 clients. The team consists of 296 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 108050

Assets Under Management $7,029,587,820

No. Of Clients17262

Clients Per Financial Advisor66

VALMARK ADVISERS, INC. is a financial advisory firm situated in Akron, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17262 clients. The team consists of 260 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CONSULTING)
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QualificationsFirm CRD# 169814

Assets Under Management $1,722,228,919

No. Of Clients6259

Clients Per Financial Advisor782

REVISOR WEALTH MANAGEMENT LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6259 clients. The team consists of 8 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 108874

Assets Under Management $1,500,665,103

No. Of Clients63

Clients Per Financial Advisor7

OAK ASSOCIATES LTD is a financial advisory firm situated in Akron, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 9 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 138851

Assets Under Management $748,814,181

No. Of Clients1019

Clients Per Financial Advisor255

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. is a financial advisory firm situated in Akron, Ohio. With a nearly $749M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1019 clients. The team consists of 4 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CONSULTATION SERVICES)
View Full Profile

QualificationsFirm CRD# 143194

Assets Under Management $561,078,167

No. Of Clients1537

Clients Per Financial Advisor118

TRUE WEALTH DESIGN, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $561M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1537 clients. The team consists of 13 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 105248

Assets Under Management $522,581,438

No. Of Clients953

Clients Per Financial Advisor87

JENTNER WEALTH MANAGEMENT is a financial advisory firm situated in Akron, Ohio. With a nearly $523M assets under management, the firm specializes in crafting personalized retirement planning solutions for 953 clients. The team consists of 11 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 289899

Assets Under Management $482,943,218

No. Of Clients1189

Clients Per Financial Advisor198

WELLS TRECASO FINANCIAL GROUP, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $483M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 125058

Assets Under Management $344,313,408

No. Of Clients1269

Clients Per Financial Advisor115

SYMPHONY FINANCIAL SERVICES, INC. is a financial advisory firm situated in Akron, Ohio. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1269 clients. The team consists of 11 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 297538

Assets Under Management $316,896,164

No. Of Clients1657

Clients Per Financial Advisor184

PRESPER FINANCIAL ARCHITECTS, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1657 clients. The team consists of 9 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 120607

Assets Under Management $288,459,978

No. Of Clients429

Clients Per Financial Advisor54

EGI FINANCIAL, INC. is a financial advisory firm situated in Akron, Ohio. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 429 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 125145

Assets Under Management $261,726,981

No. Of Clients585

Clients Per Financial Advisor65

WARTHER PRIVATE WEALTH is a financial advisory firm situated in Akron, Ohio. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 585 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD PARTY ADVISORY FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 226599

Assets Under Management $257,264,968

No. Of Clients1466

Clients Per Financial Advisor209

AUXIN GROUP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $257M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1466 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (FEE OFFSET)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 305817

Assets Under Management $207,359,129

No. Of Clients391

Clients Per Financial Advisor130

1858 WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 391 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 306035

Assets Under Management $51,998,397

No. Of Clients20

Clients Per Financial Advisor5

OELSCHLAGER INVESTMENTS is a financial advisory firm situated in Akron, Ohio. With a nearly $52M assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 4 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 and/or small businesses
  • Portfolio management for investment companies
View Full Profile

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