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Find Retirement Advisors for Retirement Planning in Bellbrook, 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.

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Finding the Best Retirement Planners in Bellbrook, Ohio

Last Updated - April 25, 2025

Bellbrook has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Bellbrook, Ohio have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Bellbrook, Ohio

advisor
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Doug Kinsey
CFP®, CIMA®, AIF®
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65

Minimum Assets Required
$1,000,000

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-Only, Flat Fee, Based on Assets

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advisor

Qualifications
CRD# 5169351
Firm CRD# 304207

Minimum Assets Required
$500,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only

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advisor
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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

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

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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advisor
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Retirement Corporation of America
AWMA®, CFP®, CRPS®, CRPC®, APMA®

Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Journey Advisory Group
CPA, CFP®, CMT®, CFA®

Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66

Minimum Assets Required
Not Specified

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, Flat Fee, Based on Assets

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Top 1 Retirement Planning firms in Bellbrook, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

135 E. Franklin St,
Bellbrook, OH, 45305
$148,054,8923002
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Bellbrook, Ohio

QualificationsFirm CRD# 105979

Assets Under Management $148,054,892

No. Of Clients300

Clients Per Financial Advisor150

BOND TECH INC is a financial advisory firm situated in Bellbrook, Ohio. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 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
  • 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
  • Education seminars/workshops
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