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.
Canton has 10 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 Canton, Ohio have an average of 27 years of experience.
James Evans
CFP®, QPA®, QKA®, ChSNC®
TTG Financial Inc
Qualifications
CRD# 1598919
Firm CRD# 129004
Minimum Assets Required
$250,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Hourly, Flat Fee, Based on Assets
Gary Hannah
CFP®
Stratos Wealth Partners
Qualifications
CRD# 5614233
Firm CRD# 153184
Series 7, 66
Minimum Assets Required
$100,000
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, Commissions, Flat Fee, Based on Assets
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
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 4334 Munson Street Nw, Suite 102 Canton, OH, 44718 | $1,321,888,018 | 1170 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 4481 Munson St Nw, Suite 302 Canton, OH, 44718 | $166,970,916 | 1516 | 6 | A percentage of AUM, Fixed fees |
3 | 4051 Whipple Ave Nw, Suite 110 Canton, OH, 44718 | $166,384,000 | 197 | 5 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 109882
Assets Under Management $1,321,888,018
No. Of Clients1170
Clients Per Financial Advisor195
BEESE FULMER PRIVATE WEALTH MANAGEMENT is a financial advisory firm situated in Canton, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1170 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285169
Assets Under Management $166,970,916
No. Of Clients1516
Clients Per Financial Advisor253
AFFINITY WEALTH LLC is a financial advisory firm situated in Canton, Ohio. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1516 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 129004
Assets Under Management $166,384,000
No. Of Clients197
Clients Per Financial Advisor39
T.T.G. FINANCIAL, INC. is a financial advisory firm situated in Canton, Ohio. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 197 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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