Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Ashland has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Ashland, Ohio have an average of 0 years of experience.
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
Fee-Based, Based on Assets
Qualifications
CRD# 6653328
Firm CRD# 312978
Minimum Assets Required
$250,000
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
Fee-Only, Flat Fee, Based on Assets
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
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1020 Cleveland Avenue, Ashland, OH, 44805 | $381,431,000 | 2629 | 27 | A percentage of AUM, Fixed fees |
2 | 1078 Commerce Parkway, Ashland, OH, 44805 | $199,915,039 | 373 | 5 | A percentage of AUM, Hourly charges |
3 | 122 West Washington Street, Suite D Ashland, OH, 44805 | $160,941,461 | 1004 | 5 | A percentage of AUM, Hourly charges, Commission Based |
QualificationsFirm CRD# 121064
Assets Under Management $381,431,000
No. Of Clients2629
Clients Per Financial Advisor97
WHITCOMB & HESS, INC. is a financial advisory firm situated in Ashland, Ohio. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2629 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157925
Assets Under Management $199,915,039
No. Of Clients373
Clients Per Financial Advisor75
LIGHTHOUSE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Ashland, Ohio. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117665
Assets Under Management $160,941,461
No. Of Clients1004
Clients Per Financial Advisor201
LIVELSBERGER FINANCIAL ADVISORY is a financial advisory firm situated in Ashland, Ohio. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1004 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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