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

Last Updated - March 21, 2024

Cincinnati has 7 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 Cincinnati, Ohio have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Cincinnati, Ohio

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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Dan Brown
CWS
National Wealth Management Group / LPL Financial

Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66

Minimum Assets Required
$25,000

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

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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
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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

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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
9258 WEALTH MANAGEMENT, LLC
4420 Cooper Road, Suite 100
Blue Ash, OH, 45242
$883,195,880323015
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Cincinnati, Ohio

QualificationsFirm CRD# 290693

Assets Under Management $883,195,880

No. Of Clients3230

Clients Per Financial Advisor215

9258 WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Blue Ash, Ohio. With a nearly $883M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3230 clients. The team consists of 15 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
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