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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 - February 15, 2024

Cincinnati has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 80 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

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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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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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Allworth Financial

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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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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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200
Cincinnati, OH, 45202
$71,037,804,0501405151
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
2
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100
Cincinnati, OH, 45202-4203
$23,643,699,1124083
A Percentage of AUM
3
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
301 East Fourth Street, 27th Floor,
Cincinnati, OH, 45202
$19,958,935,0005123
A Percentage of AUM, Fixed Fees, Performance Based
4
FEG
201 East Fifth Street, Suite 1600
Cincinnati, OH, 45202
$16,616,287,284174130
A Percentage of AUM, Fixed Fees, Performance Based
5
BAHL & GAYNOR INC
255 East Fifth Street, Suite 2700
Cincinnati, OH, 45202
$16,346,243,189287063
A Percentage of AUM, Fixed Fees
6
JOHNSON INVESTMENT COUNSEL, INC.
3777 West Fork Road,
Cincinnati, OH, 45247
$16,313,911,33314346131
A Percentage of AUM, Fixed Fees
7
GATEWAY INVESTMENT ADVISERS, LLC
312 Walnut Street, Suite 3500
Cincinnati, OH, 45202-9834
$8,592,744,5274621
A Percentage of AUM, Fixed Fees
8
FIFTH THIRD SECURITIES, INC.
34 Fountain Square Plaza, Md 1090am
Cincinnati, OH, 45263
$7,311,047,248415191205
A Percentage of AUM
9
REDTREE INVESTMENT GROUP
5050 Section Avenue, Suite 420
Cincinnati, OH, 45212
$7,240,028,5134558
A Percentage of AUM, Fixed Fees
10
BARTLETT & CO. WEALTH MANAGEMENT LLC
600 Vine Street, Suite 2100
Cincinnati, OH, 45202-2466
$6,948,868,876530171
A Percentage of AUM, Fixed Fees
11
TRUEPOINT, INC.
9999 Carver Road, Suite 200
Cincinnati, OH, 45242
$4,210,571,024866381
A Percentage of AUM, Fixed Fees
12
CONSTELLATION WEALTH ADVISORS
255 East Fifth St., Suite 3000
Cincinnati, OH, 45202
$3,047,335,087197530
A Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based
13
PCA INVESTMENT ADVISORY SERVICES, INC.
2133 Luray Avenue,
Cincinnati, OH, 45206
$2,542,928,756177710
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
14
CINCINNATI ASSET MANAGEMENT INC
8845 Governor'S Hill Drive, Suite 230
Cincinnati, OH, 45249-3317
$2,325,063,034643715
A Percentage of AUM
15
ON INVESTMENT MANAGEMENT CO
One Financial Way,
Cincinnati, OH, 45242
$2,078,480,89812239256
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Cincinnati, Ohio

QualificationsFirm CRD# 107126

Assets Under Management $71,037,804,050

No. Of Clients1405

Clients Per Financial Advisor9

FORT WASHINGTON INVESTMENT ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1405 clients. The team consists of 151 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107028

Assets Under Management $23,643,699,112

No. Of Clients40

Clients Per Financial Advisor0

TOUCHSTONE ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 83 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 Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 161853

Assets Under Management $19,958,935,000

No. Of Clients51

Clients Per Financial Advisor2

AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 121658

Assets Under Management $16,616,287,284

No. Of Clients174

Clients Per Financial Advisor1

FEG is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 130 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106139

Assets Under Management $16,346,243,189

No. Of Clients2870

Clients Per Financial Advisor46

BAHL & GAYNOR INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2870 clients. The team consists of 63 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 Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 117054

Assets Under Management $16,313,911,333

No. Of Clients14346

Clients Per Financial Advisor110

JOHNSON INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14346 clients. The team consists of 131 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 Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 146681

Assets Under Management $8,592,744,527

No. Of Clients46

Clients Per Financial Advisor2

GATEWAY INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 clients. The team consists of 21 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

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 628

Assets Under Management $7,311,047,248

No. Of Clients41519

Clients Per Financial Advisor34

FIFTH THIRD SECURITIES, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41519 clients. The team consists of 1205 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 171615

Assets Under Management $7,240,028,513

No. Of Clients455

Clients Per Financial Advisor57

REDTREE INVESTMENT GROUP is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 clients. The team consists of 8 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

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 292246

Assets Under Management $6,948,868,876

No. Of Clients5301

Clients Per Financial Advisor75

BARTLETT & CO. WEALTH MANAGEMENT LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5301 clients. The team consists of 71 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105664

Assets Under Management $4,210,571,024

No. Of Clients8663

Clients Per Financial Advisor107

TRUEPOINT, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8663 clients. The team consists of 81 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
View Full Profile

QualificationsFirm CRD# 147253

Assets Under Management $3,047,335,087

No. Of Clients1975

Clients Per Financial Advisor66

CONSTELLATION WEALTH ADVISORS is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1975 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 123475

Assets Under Management $2,542,928,756

No. Of Clients1777

Clients Per Financial Advisor178

PCA INVESTMENT ADVISORY SERVICES, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1777 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 104946

Assets Under Management $2,325,063,034

No. Of Clients6437

Clients Per Financial Advisor429

CINCINNATI ASSET MANAGEMENT INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6437 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105662

Assets Under Management $2,078,480,898

No. Of Clients12239

Clients Per Financial Advisor48

ON INVESTMENT MANAGEMENT CO is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12239 clients. The team consists of 256 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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