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Find Retirement Advisors for Retirement Planning in Dayton, 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 Dayton, Ohio

Last Updated - March 21, 2024

Dayton has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Dayton, Ohio have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Dayton, Ohio

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Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Scheeler Financial Group

Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66

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, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning LLC.

Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)

Minimum Assets Required
$5,000

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Brent T. Boden
CFP®, EMBA, APMA®, ChFC®
Savvy Wealth

Qualifications
CRD# 5401670
Firm CRD# 318493
Series 6, 7, 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

Top 4 Retirement Planning firms in Dayton, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DEAN INVESTMENTS
3500 Pentagon Boulevard, Suite 200,
Beavercreek, OH, 45431
$768,423,57554910
A Percentage of AUM, Other (SPECIAL PROJECT FEES AS REQUESTED)
2
WESTMINSTER FINANCIAL ADVISORY CORP
50 Chestnut Street, Suite A-400
Beavercreek, OH, 45440
$748,447,741200735
A Percentage of AUM, Fixed Fees, Commission Based, Other (MONTHLY ENHANCED STATEMENT FEE)
3
RAY|THEIL WEALTH MANAGEMENT, LLC
70 Birch Alley, Suite 202
Beavercreek, OH, 45440
$214,296,208992
A Percentage of AUM, Hourly charges
4
DEAN FINANCIAL SERVICES
3500 Pentagon Boulevard, Suite 200,
Beavercreek, OH, 45431
$206,528,80124310
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Dayton, Ohio

QualificationsFirm CRD# 104635

Assets Under Management $768,423,575

No. Of Clients549

Clients Per Financial Advisor55

DEAN INVESTMENTS is a financial advisory firm situated in Beavercreek, Ohio. With a nearly $768M assets under management, the firm specializes in crafting personalized retirement planning solutions for 549 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
  • Other (SPECIAL PROJECT FEES AS REQUESTED)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110283

Assets Under Management $748,447,741

No. Of Clients2007

Clients Per Financial Advisor57

WESTMINSTER FINANCIAL ADVISORY CORP is a financial advisory firm situated in Beavercreek, Ohio. With a nearly $748M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2007 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based
  • Other (MONTHLY ENHANCED STATEMENT FEE)

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# 157443

Assets Under Management $214,296,208

No. Of Clients99

Clients Per Financial Advisor50

RAY|THEIL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Beavercreek, Ohio. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 99 clients. The team consists of 2 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 129679

Assets Under Management $206,528,801

No. Of Clients243

Clients Per Financial Advisor24

DEAN FINANCIAL SERVICES is a financial advisory firm situated in Beavercreek, Ohio. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 243 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

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