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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 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 Akron, Ohio

Last Updated - February 26, 2024

Akron has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Akron, Ohio have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Akron, Ohio

advisor-photo
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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

advisor-photo
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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

advisor-photo
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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

advisor-photo
vector.svg VERIFIED

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

Top 14 Retirement Planning firms in Akron, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
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
2
VALMARK ADVISERS, INC.
130 Springside Drive, Suite 300
Akron, OH, 44333
$5,802,516,92516044260
A Percentage of AUM, Hourly charges, Fixed Fees
3
OAK ASSOCIATES LTD
3800 Embassy Parkway, Suite 31o
Akron, OH, 44333
$1,341,000,000839
A Percentage of AUM
4
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
3421 Ridgewood Road, Suite 125
Akron, OH, 44333
$536,486,0288815
A Percentage of AUM, Hourly charges, Fixed Fees
5
JENTNER WEALTH MANAGEMENT
3677 Embassy Parkway,
Akron, OH, 44333
$481,067,71292910
A Percentage of AUM, Hourly charges, Fixed Fees
6
TRUE WEALTH DESIGN, LLC
700 Ghent Road, Suite 100
Akron, OH, 44333
$431,088,083132110
A Percentage of AUM, Hourly charges, Fixed Fees
7
WELLS TRECASO FINANCIAL GROUP, LLC
3560 West Market Street, Suite 340
Akron, OH, 44333
$424,686,31811657
A Percentage of AUM
8
SYMPHONY FINANCIAL SERVICES, INC.
4100 Embassy Parkway, Suite 100
Akron, OH, 44333
$292,002,783127210
A Percentage of AUM, Hourly charges, Fixed Fees
9
AUXIN GROUP WEALTH MANAGEMENT, LLC
2923 Smith Road, Suite 202
Akron, OH, 44333
$272,036,64010857
A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE OFFSET)
10
PRESPER FINANCIAL ARCHITECTS, LLC
441 Wolf Ledges Parkway, Suite 103
Akron, OH, 44311-1077
$263,332,249181910
A Percentage of AUM, Hourly charges, Fixed Fees
11
WARTHER PRIVATE WEALTH
1075 West Market St.,
Akron, OH, 44313
$233,957,9392629
A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISORY FEES)
12
EGI FINANCIAL, INC.
50 South Main Street, Suite 1210
Akron, OH, 44308-1831
$205,475,4842978
A Percentage of AUM, Hourly charges
13
1858 WEALTH MANAGEMENT, LLC
3250 West Market Street, Suite 105
Akron, OH, 44333
$151,220,1813923
A Percentage of AUM
14
OELSCHLAGER INVESTMENTS
4040 Embassy Pkwy Suite 320,
Akron, OH, 44333
$45,168,366144
A Percentage of AUM

Information on Top Retirement Planning firms in Akron, Ohio

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
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QualificationsFirm CRD# 108050

Assets Under Management $5,802,516,925

No. Of Clients16044

Clients Per Financial Advisor62

VALMARK ADVISERS, INC. is a financial advisory firm situated in Akron, Ohio. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16044 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108874

Assets Under Management $1,341,000,000

No. Of Clients83

Clients Per Financial Advisor9

OAK ASSOCIATES LTD is a financial advisory firm situated in Akron, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 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
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 138851

Assets Under Management $536,486,028

No. Of Clients881

Clients Per Financial Advisor176

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. is a financial advisory firm situated in Akron, Ohio. With a nearly $536M assets under management, the firm specializes in crafting personalized retirement planning solutions for 881 clients. The team consists of 5 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
View Full Profile

QualificationsFirm CRD# 105248

Assets Under Management $481,067,712

No. Of Clients929

Clients Per Financial Advisor93

JENTNER WEALTH MANAGEMENT is a financial advisory firm situated in Akron, Ohio. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 929 clients. The team consists of 10 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
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 143194

Assets Under Management $431,088,083

No. Of Clients1321

Clients Per Financial Advisor132

TRUE WEALTH DESIGN, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $431M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1321 clients. The team consists of 10 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

QualificationsFirm CRD# 289899

Assets Under Management $424,686,318

No. Of Clients1165

Clients Per Financial Advisor166

WELLS TRECASO FINANCIAL GROUP, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $425M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1165 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

Financial Planning Services

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

QualificationsFirm CRD# 125058

Assets Under Management $292,002,783

No. Of Clients1272

Clients Per Financial Advisor127

SYMPHONY FINANCIAL SERVICES, INC. is a financial advisory firm situated in Akron, Ohio. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1272 clients. The team consists of 10 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 226599

Assets Under Management $272,036,640

No. Of Clients1085

Clients Per Financial Advisor155

AUXIN GROUP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1085 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 297538

Assets Under Management $263,332,249

No. Of Clients1819

Clients Per Financial Advisor182

PRESPER FINANCIAL ARCHITECTS, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1819 clients. The team consists of 10 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

QualificationsFirm CRD# 125145

Assets Under Management $233,957,939

No. Of Clients262

Clients Per Financial Advisor29

WARTHER PRIVATE WEALTH is a financial advisory firm situated in Akron, Ohio. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 262 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 120607

Assets Under Management $205,475,484

No. Of Clients297

Clients Per Financial Advisor37

EGI FINANCIAL, INC. is a financial advisory firm situated in Akron, Ohio. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 297 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 305817

Assets Under Management $151,220,181

No. Of Clients392

Clients Per Financial Advisor131

1858 WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Akron, Ohio. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 306035

Assets Under Management $45,168,366

No. Of Clients14

Clients Per Financial Advisor4

OELSCHLAGER INVESTMENTS is a financial advisory firm situated in Akron, Ohio. With a nearly $45M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
  • Portfolio Management for Investment
View Full Profile

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