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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 - May 15, 2025Akron has 11 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 21 years of experience.
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List of Qualified Retirement Planning Advisors in Akron, Ohio
VERIFIEDGary 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
VERIFIEDKevin 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
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
VERIFIEDJames 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
VERIFIEDBrian 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDJonathan Kesselman
JD, CFP®
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
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Akron, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3500 Embassy Parkway, Akron, OH, 44333 | $23,033,619,111 | 28338 | 296 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based |
| 2 | 130 Springside Drive, Suite 300 Akron, OH, 44333 | $7,029,587,820 | 17262 | 260 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2650 W. Market St., 2nd Floor Akron, OH, 44333 | $1,722,228,919 | 6259 | 8 | A percentage of AUM, Fixed fees |
| 4 | 3800 Embassy Parkway, Suite 31o Akron, OH, 44333 | $1,500,665,103 | 63 | 9 | A percentage of AUM |
| 5 | 3421 Ridgewood Road, Suite 125 Akron, OH, 44333 | $748,814,181 | 1019 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 700 Ghent Road, Suite 100 Akron, OH, 44333 | $561,078,167 | 1537 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3677 Embassy Parkway, Akron, OH, 44333 | $522,581,438 | 953 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 3560 West Market Street, Suite 340 Akron, OH, 44333 | $482,943,218 | 1189 | 6 | A percentage of AUM |
| 9 | 4100 Embassy Parkway, Suite 100 Akron, OH, 44333 | $344,313,408 | 1269 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 441 Wolf Ledges Parkway, Suite 103 Akron, OH, 44311-1077 | $316,896,164 | 1657 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 50 South Main Street, Suite 1210 Akron, OH, 44308-1831 | $288,459,978 | 429 | 8 | A percentage of AUM, Hourly charges |
| 12 | 1075 West Market St., Akron, OH, 44313 | $261,726,981 | 585 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES) |
| 13 | 2923 Smith Road, Suite 202 Akron, OH, 44333 | $257,264,968 | 1466 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (FEE OFFSET) |
| 14 | 3250 West Market Street, Suite 105 Akron, OH, 44333 | $207,359,129 | 391 | 3 | A percentage of AUM |
| 15 | 4040 Embassy Pkwy Suite 320, Akron, OH, 44333 | $51,998,397 | 20 | 4 | 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
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)
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
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
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)
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
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
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
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
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
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
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
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
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
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
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