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

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Canton, Ohio

advisor
vector.svg VERIFIED

James Evans
CFP®, QPA®, QKA®, ChSNC®
TTG Financial Inc

Qualifications
CRD# 1598919
Firm CRD# 129004

Minimum Assets Required
$250,000

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

Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Gary Hannah
CFP®
Stratos Wealth Partners

Qualifications
CRD# 5614233
Firm CRD# 153184
Series 7, 66

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

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

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, Hourly, Commissions, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
CRD# 6653328
Firm CRD# 312978

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Canton, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4334 Munson Street Nw, Suite 102
Canton, OH, 44718
$1,321,888,01811706
A percentage of AUM, Hourly charges, Fixed fees
2

4481 Munson St Nw, Suite 302
Canton, OH, 44718
$166,970,91615166
A percentage of AUM, Fixed fees
3

4051 Whipple Ave Nw, Suite 110
Canton, OH, 44718
$166,384,0001975
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Canton, Ohio

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.

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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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