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Find Retirement Advisors for Retirement Planning in Chagrin Falls, 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 Chagrin Falls, Ohio

Last Updated - May 24, 2025

Chagrin Falls has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Chagrin Falls, Ohio have an average of 13 years of experience.

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List of Qualified Retirement Planning Advisors in Chagrin Falls, Ohio

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3201 Enterprise Parkway,
Suite 450,
Beachwood, OH 44122 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

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

Address

3998 Broadview Road, Suite A,
Richfield, OH 44286 See Details

Advisory Services:

Compensation/Fee

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

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VERIFIED

Gary Hannah
CFP^®
Stratos Wealth Partners

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

Minimum Assets Required
$100,000

Address

291 North Cleveland Massillon Road,
Suite 100,
Akron, OH 44333 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

3500 Embassy Pkwy Suite 100,
Akron, OH 44333 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Jonathan Kesselman
JD, CFP^®
Kesselman Wealth Management

Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Address

159 Crocker Park Blvd Suite 400,
Westlake, OH 44145 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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Landing Point Financial Group

Qualifications
CRD# 6653328
Firm CRD# 312978

Minimum Assets Required
$250,000

Address

36901 American Way Suite 7,
Avon, OH 44011 See Details

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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

945 Windham Court,
Suite 2,
Boardman, OH 44512 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 2 Retirement Planning firms in Chagrin Falls, Ohio (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	57 E. Washington Street, Chagrin Falls, OH, 44022	$6,500,844,610	22	33	A percentage of AUM, Performance Based
2	33 River Street, Suite 3 Chagrin Falls, OH, 44022	$114,598,529	385	3	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Chagrin Falls, Ohio

PEPPERTREE CAPITAL MANAGEMENT INC.

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QualificationsFirm CRD# 163215

Assets Under Management $6,500,844,610

No. Of Clients22

Clients Per Financial Advisor1

PEPPERTREE CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Chagrin Falls, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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CHAPMAN & CHAPMAN ADVISORS LLC

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QualificationsFirm CRD# 122655

Assets Under Management $114,598,529

No. Of Clients385

Clients Per Financial Advisor128

CHAPMAN & CHAPMAN ADVISORS LLC is a financial advisory firm situated in Chagrin Falls, Ohio. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 385 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

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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