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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 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 Cincinnati, Ohio

Last Updated - April 24, 2025

Cincinnati has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 82 non-vetted advisors in your local area. These retirement advisors in Cincinnati, Ohio have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Cincinnati, Ohio

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

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

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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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

Advisory Services:

Financial Advice & Consulting

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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

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

Minimum Assets Required
Not Specified

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, Flat Fee, Based on Assets

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Mark Josaitis
ChFC®
Barnwood Capital Management

Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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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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advisor

Qualifications
CRD# 5169351
Firm CRD# 304207

Minimum Assets Required
$500,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only

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

Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65

Minimum Assets Required
$1,000,000

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-Only, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

303 Broadway, Suite 1200
Cincinnati, OH, 45202
$79,457,379,9801444158
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2

303 Broadway, Suite 1100
Cincinnati, OH, 45202-4203
$26,738,929,6173984
A percentage of AUM
3

255 East Fifth Street, Suite 2700
Cincinnati, OH, 45202
$20,095,080,277317380
A percentage of AUM, Fixed fees
4

201 East Fifth Street, Suite 1600
Cincinnati, OH, 45202
$19,848,561,829185133
A percentage of AUM, Fixed fees, Performance Based
5

301 East Fourth Street, 27th Floor,
Cincinnati, OH, 45202
$19,747,131,0005325
A percentage of AUM, Fixed fees, Performance Based
6

3777 West Fork Road,
Cincinnati, OH, 45247
$18,609,057,96815436151
A percentage of AUM, Fixed fees
7

312 Walnut Street, Suite 3500
Cincinnati, OH, 45202-9834
$8,827,745,5673921
A percentage of AUM, Fixed fees
8

5050 Section Avenue, Suite 420
Cincinnati, OH, 45212
$8,690,883,4045149
A percentage of AUM, Fixed fees
9

600 Vine Street, Suite 2100
Cincinnati, OH, 45202-2466
$8,441,109,220585977
A percentage of AUM, Fixed fees
10

34 Fountain Square Plaza, Md 1090am
Cincinnati, OH, 45263
$7,982,892,401401431228
A percentage of AUM
11

9999 Carver Road, Suite 200
Cincinnati, OH, 45242
$4,935,598,0411067893
A percentage of AUM, Fixed fees
12

9675 Montgomery Road, Ste 201
Cincinnati, OH, 45242
$3,939,833,944607331
A percentage of AUM, Hourly charges, Fixed fees
13

255 East Fifth St., Suite 3000
Cincinnati, OH, 45202
$3,900,159,084223131
A percentage of AUM, Subscription fees, Fixed fees, Performance Based
14

2133 Luray Avenue,
Cincinnati, OH, 45206
$3,582,880,777205613
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
15

8845 Governor'S Hill Drive, Suite 230
Cincinnati, OH, 45249-3317
$2,392,092,125631216
A percentage of AUM

Information on Top Retirement Planning firms in Cincinnati, Ohio

QualificationsFirm CRD# 107126

Assets Under Management $79,457,379,980

No. Of Clients1444

Clients Per Financial Advisor9

FORT WASHINGTON INVESTMENT ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $79B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1444 clients. The team consists of 158 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

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (SUB-ADVISORY)
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QualificationsFirm CRD# 107028

Assets Under Management $26,738,929,617

No. Of Clients39

Clients Per Financial Advisor0

TOUCHSTONE ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 84 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 companies
  • Selection for other advisors
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QualificationsFirm CRD# 106139

Assets Under Management $20,095,080,277

No. Of Clients3173

Clients Per Financial Advisor40

BAHL & GAYNOR INC 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 3173 clients. The team consists of 80 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
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 121658

Assets Under Management $19,848,561,829

No. Of Clients185

Clients Per Financial Advisor1

FEG 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 185 clients. The team consists of 133 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 and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (RESEARCH SERVICES)
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QualificationsFirm CRD# 161853

Assets Under Management $19,747,131,000

No. Of Clients53

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 53 clients. The team consists of 25 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 vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 117054

Assets Under Management $18,609,057,968

No. Of Clients15436

Clients Per Financial Advisor102

JOHNSON INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15436 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
  • Fixed fees

Financial Planning Services

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

QualificationsFirm CRD# 146681

Assets Under Management $8,827,745,567

No. Of Clients39

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 39 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 171615

Assets Under Management $8,690,883,404

No. Of Clients514

Clients Per Financial Advisor57

REDTREE INVESTMENT GROUP 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 514 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
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 292246

Assets Under Management $8,441,109,220

No. Of Clients5859

Clients Per Financial Advisor76

BARTLETT & CO. WEALTH MANAGEMENT LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5859 clients. The team consists of 77 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
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)
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QualificationsFirm CRD# 628

Assets Under Management $7,982,892,401

No. Of Clients40143

Clients Per Financial Advisor33

FIFTH THIRD SECURITIES, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40143 clients. The team consists of 1228 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (SPONSOR WRAP FEE PROGRAM)
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QualificationsFirm CRD# 105664

Assets Under Management $4,935,598,041

No. Of Clients10678

Clients Per Financial Advisor115

TRUEPOINT, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10678 clients. The team consists of 93 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 320878

Assets Under Management $3,939,833,944

No. Of Clients6073

Clients Per Financial Advisor196

DAYMARK WEALTH PARTNERS, LLC 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 6073 clients. The team consists of 31 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
View Full Profile

QualificationsFirm CRD# 147253

Assets Under Management $3,900,159,084

No. Of Clients2231

Clients Per Financial Advisor72

CONSTELLATION WEALTH ADVISORS 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 2231 clients. The team consists of 31 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 123475

Assets Under Management $3,582,880,777

No. Of Clients2056

Clients Per Financial Advisor158

PCA INVESTMENT ADVISORY SERVICES, 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 2056 clients. The team consists of 13 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 104946

Assets Under Management $2,392,092,125

No. Of Clients6312

Clients Per Financial Advisor395

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 6312 clients. The team consists of 16 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
View Full Profile

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