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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 - April 16, 2024Akron 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
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
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
VERIFIEDJonathan 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
VERIFIEDJeremy 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Akron, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SEQUOIA FINANCIAL GROUP, L.L.C. 3500 Embassy Parkway, Akron, OH, 44333 | $15,548,248,576 | 21430 | 241 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based |
| 2 | VALMARK ADVISERS, INC. 130 Springside Drive, Suite 300 Akron, OH, 44333 | $5,802,516,925 | 16044 | 260 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | OAK ASSOCIATES LTD 3800 Embassy Parkway, Suite 31o Akron, OH, 44333 | $1,341,000,000 | 83 | 9 | A Percentage of AUM |
| 4 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. 3421 Ridgewood Road, Suite 125 Akron, OH, 44333 | $536,486,028 | 881 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | JENTNER WEALTH MANAGEMENT 3677 Embassy Parkway, Akron, OH, 44333 | $481,067,712 | 929 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | TRUE WEALTH DESIGN, LLC 700 Ghent Road, Suite 100 Akron, OH, 44333 | $431,088,083 | 1321 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | WELLS TRECASO FINANCIAL GROUP, LLC 3560 West Market Street, Suite 340 Akron, OH, 44333 | $424,686,318 | 1165 | 7 | A Percentage of AUM |
| 8 | SYMPHONY FINANCIAL SERVICES, INC. 4100 Embassy Parkway, Suite 100 Akron, OH, 44333 | $292,002,783 | 1272 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | AUXIN GROUP WEALTH MANAGEMENT, LLC 2923 Smith Road, Suite 202 Akron, OH, 44333 | $272,036,640 | 1085 | 7 | 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 | $263,332,249 | 1819 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | WARTHER PRIVATE WEALTH 1075 West Market St., Akron, OH, 44313 | $233,957,939 | 262 | 9 | 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 | $205,475,484 | 297 | 8 | A Percentage of AUM, Hourly charges |
| 13 | 1858 WEALTH MANAGEMENT, LLC 3250 West Market Street, Suite 105 Akron, OH, 44333 | $151,220,181 | 392 | 3 | A Percentage of AUM |
| 14 | OELSCHLAGER INVESTMENTS 4040 Embassy Pkwy Suite 320, Akron, OH, 44333 | $45,168,366 | 14 | 4 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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