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Find Retirement Advisors for Retirement Planning in Dayton, Ohio

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Dayton, Ohio

Last Updated - May 4, 2025

Dayton has 10 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 29 years of experience.

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List of Qualified Retirement Planning Advisors in Dayton, Ohio

VERIFIED

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

Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65

Minimum Assets Required
$1,000,000

Address

2305 Far Hills Avenue,
Suite 206,
Dayton, OH 45419 See Details

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

Find An Advisor

VERIFIED

Birchcreek Wealth Management

Qualifications
CRD# 5169351
Firm CRD# 304207

Minimum Assets Required
$500,000

Address

2955 Exchange Place Blvd,
Miamisburg, OH 45342 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

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

Address

9078 Union Centre Blvd, Suite 202,
West Chester, OH 45069 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

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

Address

4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241 See Details

Advisory Services:

Financial Advice & Consulting

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

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

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

Minimum Assets Required
$100,000

Address

10300 Alliance Road, Site 100,
Cincinnati, OH 45242 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

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

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

Minimum Assets Required
Not Specified

Address

50 E. Rivercenter Blvd,
Suite 301,
Covington, KY 41011 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	170 E. Spring Valley Pike, Suite B Centerville, OH, 45458	$320,960,536	79	5	A percentage of AUM
2	800 East Franklin Street, Centerville, OH, 45459	$147,759,837	438	4	A percentage of AUM, Fixed fees
3	1700 Lyons Road, Suite B, Centerville, OH, 45458	$147,374,873	1170	9	A percentage of AUM, Hourly charges, Fixed fees
4	6784 Loop Road Suite# 208, Centerville, OH, 45459	$140,048,000	379	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Dayton, Ohio

ACCENT CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 319275

Assets Under Management $320,960,536

No. Of Clients79

Clients Per Financial Advisor16

ACCENT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Centerville, Ohio. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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THE PRIVATE INVESTMENT GROUP, INC.

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QualificationsFirm CRD# 128876

Assets Under Management $147,759,837

No. Of Clients438

Clients Per Financial Advisor110

THE PRIVATE INVESTMENT GROUP, INC. is a financial advisory firm situated in Centerville, Ohio. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 438 clients. The team consists of 4 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

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RIDGELINE WEALTH PLANNING LLC

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QualificationsFirm CRD# 307702

Assets Under Management $147,374,873

No. Of Clients1170

Clients Per Financial Advisor130

RIDGELINE WEALTH PLANNING LLC is a financial advisory firm situated in Centerville, Ohio. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1170 clients. The team consists of 9 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
Pesnsion consulting services
Selection for other advisors

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FIDUCIARY WEALTH GROUP, LLC

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QualificationsFirm CRD# 299711

Assets Under Management $140,048,000

No. Of Clients379

Clients Per Financial Advisor126

FIDUCIARY WEALTH GROUP, LLC is a financial advisory firm situated in Centerville, Ohio. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 clients. The team consists of 3 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
Pesnsion consulting services
Education seminars/workshops
Other (SUB-ADVISORY PORTFOLIO MANAGEMENT SERVICES)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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